THOMAS J. HERZFELD ADVISORS, INC.
C41
CRD 108369·SEC 801-20866·MIAMI BEACH, FL
AUM
$890.4M
$500M-$1B
Est. Revenue
$8.9M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $320.5M
'21 · $389.5M
'22 · $361.0M
'23 · $558.7M
'25 · $847.6M
'26 · $890.4M
'20'26
$320.5M → $890.4M▲ +178%
Client mix
| Other | 127 |
| Individuals High Net Worth | 125 |
| Individuals Other | 15 |
| Charitable Organizations | 11 |
| Corporations | 10 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 6 advisors
'20'26
3 advisors → 6 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
119 WASHINGTON AVENUESUITE 504MIAMI BEACH, FL 33139
Business
119 WASHINGTON AVENUESUITE 504MIAMI BEACH, FL 33139