SourcingSourcing

DIBENEDETTO & ASSOCIATES LTD

B59
CRD 108092·SEC 801-55322·LOVES PARK, IL
AUM
$333.1M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$999K
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIBENEDETTO & ASSOCIATES LTD
CRD
108092
SEC file #
801-55322
EIN
—
DBA names
—

Economics

AUM
$333.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$176.9M → $333.1M▲ +88%
Client mix
Individuals Other225
Individuals High Net Worth89
Pension Profit Sharing Plans7

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
LOVES PARK IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
trustdnb.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIBENEDETTO, CHARLES, JOSEPH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DIBENEDETTO, CHARLES, JOSEPH
DIBENEDETTO, JEFFREY, CHARLES
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
TRUSTDNB.COM
Rdap Domain Creation Date
2004-10-29T18:30:21Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

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
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-29T18:30:21Z
Rdap Domain Last Changed
2024-05-01T15:49:15Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1069468
Trust Company Affiliate
No

People (3)

3
DIBENEDETTO, CHARLES, JOSEPH
IAR · Direct Owner · 37.5%
1069468
DIBENEDETTO, JEFFREY, CHARLES
IAR · Direct Owner · 37.5%
3036881
DIBENEDETTO, ALEX, JASON
IAR · Direct Owner · 17.5%
3134042