MCBREARTY CAPITAL MANAGEMENT INC
C44
CRD 108972·SEC 801-57187·KNOXVILLE, TN
AUM
$279.7M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$839K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $159.4M
'21 · $183.7M
'22 · $201.9M
'23 · $226.9M
'25 · $244.1M
'26 · $279.7M
'20'26
$159.4M → $279.7M▲ +76%
Client mix
| Individuals Other | 175 |
| Individuals High Net Worth | 52 |
| Charitable Organizations | 3 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisersOther Advisory Services
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 (9)
Everything else we've pulled for this record, not yet curated into a section.