SourcingSourcing

TERRIL BROTHERS INC

C50
CRD 110422·SEC 801-15619·SAINT LOUIS, MO
AUM
$987.8M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TERRIL BROTHERS INC
CRD
110422
SEC file #
801-15619
EIN
592003558
DBA names
Terril & Company

Economics

AUM
$987.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$693.8M → $987.8M▲ +42%
Client mix
Individuals Other257
Individuals High Net Worth214
Pension Profit Sharing Plans8
Corporations6
Charitable Organizations3

Operations

Employees (total)
16
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
SAINT LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
terrilandcompany.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TERRIL, JOHN, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TERRIL, JOHN, JOSEPH
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
TERRILANDCOMPANY.COM
Rdap Domain Creation Date
2000-05-26T07:45:51Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000314169
Edgar Registered
Yes
Edgar Filing Count
51
Edgar First Filing Date
2014-11-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
48
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001376474-26-000354

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
P.O. BOX 31277-ST. LOUIS, MO 63131
Business
CITYPLACE 66 CITYPLACE DR., SUITE 1050ST. LOUIS, MO 63141
Edgar EIN
592003558
Edgar Recent Filings
13F-HR2026-05-07 · 0001376474-26-000354
13F-HR2026-02-09 · 0001376474-26-000145
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-26T07:45:51Z
Rdap Domain Last Changed
2024-03-27T06:11:03Z
Rdap Nameservers
Ns55.worldnic.comNs56.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
836624
Trust Company Affiliate
No

People (5)

5
TERRIL, JOHN, JOSEPH
IAR · Direct Owner · 87.5%
836624
Patricia V Warner
IAR
6671145
DAVID LESLIE CARTER
IAR
1083770
WILLIAM O NEWBOLD
IAR
1969058
Russ Phillips
IAR
1699714