DENALI ADVISORS, LLC
C43
CRD 110242·SEC 801-60039·SAN DIEGO, CA
AUM
$1.39B
$1B+
Est. Revenue
$13.9M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.40B
'21 · $1.34B
'22 · $425.9M
'23 · $425.9M
'25 · $1.20B
'26 · $1.39B
'20'26
$1.40B → $1.39B▼ -1%
Client mix
| Individuals Other | 197 |
| Individuals High Net Worth | 60 |
| Corporations | 12 |
| Charitable Organizations | 9 |
| State Or Municipal Govt | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 8 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 9 advisors
'26 · 9 advisors
'20'26
7 advisors → 9 advisors▲ +29%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
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
Edgar Form D Offerings
2013-04-022013-04-02 · 0001240342-13-000001
2012-04-122012-04-12 · 0001240342-12-000005
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4350 LAJOLLA VILLAGE DRIVESUITE 970SAN DIEGO, CA 92122
Business
4350 LAJOLLA VILLAGE DRIVESUITE 970SAN DIEGO, CA 92122