SourcingSourcing

PERRYMAN FINANCIAL ADVISORY, INC.

C43
CRD 107653·SEC 801-48109·DALLAS, TX
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERRYMAN FINANCIAL ADVISORY, INC.
CRD
107653
SEC file #
801-48109
EIN
752557525
DBA names
—

Economics

AUM
$1.02B
AUM band
$1B+
AUM trajectory
'20'26
$364.5M → $1.02B▲ +181%
Client mix
Individuals Other280
Individuals High Net Worth230
Pension Profit Sharing Plans16

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
billperryman.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERRYMAN, WILLIAM, DELYN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PERRYMAN, WILLIAM, DELYN
PERRYMAN, JAMES, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BILLPERRYMAN.COM
Rdap Domain Creation Date
1999-11-08T19:37:17Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
42,162
Form 5500 Compensation Trajectory 3y
202542,162
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
42,162
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000934040
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001214659-26-005219

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
12221 MERIT DRSTE 1660DALLAS, TX 75251
Business
12221 MERIT DRSTE 1660DALLAS, TX 75251
Edgar EIN
752557525
Edgar Recent Filings
13F-HR/A2026-04-29 · 0001214659-26-005219
13F-HR2026-04-24 · 0001214659-26-005044
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-08T19:37:16Z
Rdap Domain Last Changed
2025-07-29T20:06:40Z
Rdap Nameservers
Ns81.worldnic.comNs82.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1222746
Trust Company Affiliate
No

People (8)

8
PERRYMAN, WILLIAM, DELYN
IAR · Direct Owner · 62.5%
1222746
PERRYMAN, JAMES, STEPHEN
IAR · Direct Owner · 37.5%
4499887
KEITZER OUTLAW, DEBRA, ANN
IAR · Direct Owner · 17.5%
2901818
AMI BUU BAXTER
IAR
7177635
GARY LYHN ESTES
IAR
2356142
Lynn David Hebert
IAR
7408217
Jennifer Vincent Grant
IAR
6677103
NANCY KAY PHILLIPS
IAR
4519607