SourcingSourcing

HINSDALE ASSOCIATES, INC.

A83
CRD 108293·SEC 801-18789·HINSDALE, IL
AUM
$120.1M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$360K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HINSDALE ASSOCIATES, INC.
CRD
108293
SEC file #
801-18789
EIN
—
DBA names
Hinsdale Associates

Economics

AUM
$120.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$106.7M → $120.1M▲ +13%
Client mix
Individuals Other116
Individuals High Net Worth37
Charitable Organizations2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
HINSDALE IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
hinsdaleassociates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
URBIK, MICHAEL, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
URBIK, MICHAEL, ANTHONY
Solo Advisor Indicator
Yes
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
HINSDALEASSOCIATES.COM
Rdap Domain Creation Date
1999-06-28T16:40:48Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains 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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-28T16:40:48Z
Rdap Domain Last Changed
2025-05-30T13:46:21Z
Rdap Nameservers
Ns1.compdetail.netNs2.compdetail.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1155930
Trust Company Affiliate
No

People (1)

1
MICHAEL ANTHONY URBIK
Direct Owner · 87.5%
1155930