SourcingSourcing

XPONANCE LLC

C26
CRD 111126·SEC 801-51407·PHILADELPHIA, PA
AUM
$24.27B
$1B+
Est. Revenue
$242.7M
@ 1% on AUM
Est. EBITDA
$72.8M
@ 30% margin
Est. Deal Value
$582.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
XPONANCE LLC
CRD
111126
SEC file #
801-51407
EIN
202103144
DBA names
—

Economics

AUM
$24.27B
AUM band
$1B+
AUM trajectory
'20'26
$5.23B → $24.27B▲ +364%
Client mix
Charitable Organizations52
State Or Municipal Govt42
Pension Profit Sharing Plans19
Corporations6
Individuals Other5

Operations

Employees (total)
46
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
8 advisors → 15 advisors▲ +88%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
xponance.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
XPONANCE HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
XPONANCE HOLDINGS, INC.
BYLES WILLIAMS, TINA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
XPONANCE.COM
Rdap Domain Creation Date
2019-08-01T19:05:14Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Participants
56
Form 5500 Total Compensation
224,729
Form 5500 Compensation Trajectory 3y
2025224,729
20240
Form 5500 Plan Count Trajectory 3y
20256
20241
Schedule C Total Compensation
224,729
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001637541
Edgar Registered
Yes
Edgar Filing Count
66
Edgar First Filing Date
2015-03-31
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
64
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001769
Edgar Former Names
XPONANCE, INC.
FIS GROUP, INC.

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street4
E*trade4
Raymond James3
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
1845 WALNUT STREETSUITE 800PHILADELPHIA, PA 19103
Business
1845 WALNUT STREETSUITE 800PHILADELPHIA, PA 19103
Edgar EIN
202103144
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001769
13F-HR2026-02-12 · 0001172661-26-000638
Fee Schedule
Bracket I83
Bracket Iii5
Bracket Vi5
Bracket X3
Bracket Xi2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-01T19:05:14Z
Rdap Domain Last Changed
2025-06-02T06:44:38Z
Rdap Nameservers
Ns1.dnsbycomodo.netNs2.dnsbycomodo.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (9)

9
BYLES WILLIAMS, TINA
Executive Officer · 2.5%
2708300
CHOATE, FRED, GLOVER
Executive Officer · 2.5%
5653309
FORBES, MILDRED, O.
Executive Officer · 2.5%
4519791
JAMES, DONNA, ANITA
Executive Officer · 2.5%
1462109
LOGUE, EUGENIE, GUTHRIE
Executive Officer · 2.5%
2234617
RHEE, JAMES, CHARLES
Executive Officer · 2.5%
3117078
STEER, CYNTHIA, FRYER
Executive Officer · 2.5%
6091487
WILLIAMS, MCCULLOUGH, ALPHONSO
Executive Officer · 2.5%
2692206
SUMALI SANYAL
IAR
2728398