SourcingSourcing

AMERICAN FINANCIAL MANAGEMENT, LTD.

B53
CRD 111016·SEC 801-20003·OWINGS MILLS, MD
AUM
$31.6M
$25M-$100M
Est. Revenue
$316K
@ 1% on AUM
Est. EBITDA
$95K
@ 30% margin
Est. Deal Value
$758K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD
111016
SEC file #
801-20003
EIN
—
DBA names
—

Economics

AUM
$31.6M
AUM band
$25M-$100M
AUM trajectory
'20'26
$66.6M → $31.6M▼ -53%
Client mix
Individuals Other119
Individuals High Net Worth5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
OWINGS MILLS MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Clough, Bradley, Taliaferro
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Clough, Bradley, Taliaferro
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
fallback_guess:american.com

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 (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6852913
Trust Company Affiliate
No

People (2)

2
Clough, Bradley, Taliaferro
IAR · Direct Owner · 87.5%
6852913
HOWARD RICHARD DOBSON
IAR
723493