BROWNSON, REHMUS & FOXWORTH, INC.
C40
CRD 110608·SEC 801-79878·CHICAGO, IL
AUM
$4.79B
$1B+
Est. Revenue
$47.9M
@ 1% on AUM
Est. EBITDA
$14.4M
@ 30% margin
Est. Deal Value
$114.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $10.89B
'21 · $5.57B
'22 · $3.75B
'23 · $4.30B
'25 · $4.27B
'26 · $4.79B
'20'26
$10.89B → $4.79B▼ -56%
Operations
Advisory staff (5-yr trend)
'20 · 49 advisors
'21 · 38 advisors
'22 · 17 advisors
'23 · 17 advisors
'25 · 16 advisors
'26 · 16 advisors
'20'26
49 advisors → 16 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
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
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited