MCM ADVISERS, LP
B61
CRD 110656·SEC 801-50572·ORINDA, CA
AUM
$118.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$355K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $173.2M
'21 · $148.0M
'22 · $195.5M
'23 · $293.2M
'25 · $122.9M
'26 · $118.4M
'20'26
$173.2M → $118.4M▼ -32%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
7 advisors → 2 advisors▼ -71%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.