SourcingSourcing

PELOTON CAPITAL MANAGEMENT

C43
CRD 109775·SEC 801-27200·INDIANAPOLIS, IN
AUM
$282.0M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$846K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PELOTON CAPITAL MANAGEMENT
CRD
109775
SEC file #
801-27200
EIN
—
DBA names
—

Economics

AUM
$282.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$187.1M → $282.0M▲ +51%
Client mix
Individuals High Net Worth138

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRADLEY, MATTHEW, KAMP
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BRADLEY, MATTHEW, KAMP
CARR, STEPHEN, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
PELOTONWEALTH.COM
Rdap Domain Creation Date
2009-11-18T20:40:17Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
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 (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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Interactive Brokers1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-18T20:40:17Z
Rdap Domain Last Changed
2025-11-19T18:12:28Z
Rdap Nameservers
Jean.ns.cloudflare.comVern.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4641232
Trust Company Affiliate
No

People (3)

3
BRADLEY, MATTHEW, KAMP
IAR · Direct Owner · 62.5%
4641232
MORRISON, DAVID, WYNNE
IAR · Direct Owner · 17.5%
2546432
CARR, STEPHEN, PAUL
IAR · Direct Owner · 17.5%
2784322