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MAJORITY ASSET MANAGEMENT, INC.

A79
CRD 110891·SEC 801-57151
AUM
$36.9M
$25M-$100M
Est. Revenue
$369K
@ 1% on AUM
Est. EBITDA
$111K
@ 30% margin
Est. Deal Value
$886K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAJORITY ASSET MANAGEMENT, INC.
CRD
110891
SEC file #
801-57151
EIN
—
DBA names
—

Economics

AUM
$36.9M
AUM band
$25M-$100M
AUM trajectory
'20'26
$36.3M → $36.9M▲ +2%
Client mix
Individuals High Net Worth12

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOTY, BARBARA, ELISABETH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DOTY, BARBARA, ELISABETH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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 (8)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Top Owner CRD
1013886
Trust Company Affiliate
No

People (1)

1
DOTY, BARBARA, ELISABETH
IAR · Direct Owner · 87.5%
1013886