SourcingSourcing

TRUSTEE EMPOWERMENT & PROTECTION, INC.

C45
CRD 108249·SEC 801-60944·TROY, MI
AUM
$10.3M
<$25M
Est. Revenue
$103K
@ 1% on AUM
Est. EBITDA
$31K
@ 30% margin
Est. Deal Value
$247K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUSTEE EMPOWERMENT & PROTECTION, INC.
CRD
108249
SEC file #
801-60944
EIN
—
DBA names
—

Economics

AUM
$10.3M
AUM band
<$25M
AUM trajectory
'20'26
$1.43B → $10.3M▼ -99%
Client mix
Individuals Other3

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
TROY MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
tepi.tech

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CSSC SERVICES AND SOLUTIONS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CSSC SERVICES AND SOLUTIONS, INC.
SMITH, ERIC, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
tepi.tech
Rdap Domain Creation Date
2018-06-18T19:40:12.000Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, 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 (13)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-18T23:59:59.000Z
Rdap Domain Last Changed
2026-03-18T18:26:38.812Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Update ProhibitedClient Renew ProhibitedClient Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
SMITH, ERIC, STEVEN
IAR · Executive Officer · 2.5%
2894648
GAVIN STUART MACLEOD CLARKSON
IAR
4630336
THOMAS SCOTTO
IAR
5440556
JACK MICHAEL FINDLEY
IAR
6565081