SourcingSourcing

BANKER INVESTMENT GROUP INC

B58
CRD 109650·SEC 801-79396·WEST LAFAYETTE, IN
AUM
$260.2M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$781K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BANKER INVESTMENT GROUP INC
CRD
109650
SEC file #
801-79396
EIN
—
DBA names
Banker Investment Group

Economics

AUM
$260.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$158.6M → $260.2M▲ +64%
Client mix
Individuals Other370
Individuals High Net Worth97
Pension Profit Sharing Plans1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
WEST LAFAYETTE IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bankerinvestmentgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BANKER, WILLIAM, GILBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BANKER, WILLIAM, GILBERT
Solo Advisor Indicator
No
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
BANKERINVESTMENTGROUP.COM
Rdap Domain Creation Date
2006-08-30T19:24:28Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Porkbun LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,975
Form 5500 Compensation Trajectory 3y
202512,975
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,975
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3038
Soi Zip Pct 200k Plus
0.1069
Soi Zip Returns 200k Plus
2,400
Soi Zip Total AGI
2,148,891
Fdic Zip Total Deposits
20,618,635,000
Fdic Zip Branch Count
401
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Jpmorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Lafayette Bank and Trust CompanyWest Lafayette, IN
The Huntington National Bank of IndianaWest Lafayette, IN
Fdic Zip HHI
1432.17
Fdic Zip Top Bank Share Pct
33.28
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T19:24:28Z
Rdap Domain Last Changed
2025-08-29T06:09:21Z
Rdap Nameservers
Ns1.sfphosting.netNs2.sfphosting.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI74,178
Returns6,690
Stub 2
AGI155,666
Returns4,330
Stub 3
AGI160,815
Returns2,600
Soi Zip Total Business Income
58,820
Soi Zip Total Cap Gains
131,727
Soi Zip Total Dividends
50,506
Soi Zip Total Returns
22,450
Top Owner CRD
1447515
Trust Company Affiliate
No

People (3)

3
WILLIAM GILBERT BANKER
Direct Owner · 87.5%
1447515
JOSHUA MICHAEL LOGGINS
IAR
5274836
SETH ALAN PARKER
IAR
6198929