SourcingSourcing

ARNOLD WEITZ & CO

B61
CRD 108026·SEC 801-69800·ELKHORN, NE
AUM
$438.1M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARNOLD WEITZ & CO
CRD
108026
SEC file #
801-69800
EIN
—
DBA names
—

Economics

AUM
$438.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$237.2M → $438.1M▲ +85%
Client mix
Individuals Other22
Individuals High Net Worth12

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ELKHORN NE
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
raymondjames.com/awcfinancial

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEITZ, ARNOLD, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WEITZ, ARNOLD, DAVID
POLIFKA, TIFFANY, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
RAYMONDJAMES.COM
Rdap Domain Creation Date
1998-09-23T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James9
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-22T04:00:00Z
Rdap Domain Last Changed
2025-08-21T10:30:16Z
Rdap Nameservers
A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
462620
Trust Company Affiliate
No

People (2)

2
WEITZ, ARNOLD, DAVID
IAR · Direct Owner · 87.5%
462620
POLIFKA, TIFFANY, LYNN
IAR · Executive Officer · 2.5%
4830879