SourcingSourcing

GALLATIN & COMPANY, LLC

B62
CRD 111984·SEC 801-60165·VERO BEACH, FL
AUM
$98.1M
$25M-$100M
Est. Revenue
$981K
@ 1% on AUM
Est. EBITDA
$294K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GALLATIN & COMPANY, LLC
CRD
111984
SEC file #
801-60165
EIN
—
DBA names
Gallatin & Company, Llc

Economics

AUM
$98.1M
AUM band
$25M-$100M
AUM trajectory
'20'26
$98.9M → $98.1M▼ -1%
Client mix
Individuals High Net Worth26
Individuals Other24

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
VERO BEACH FL
Branches
Count1

Custodian & Brokerage

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

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TWISS, RUSSELL, WILLIAMS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TWISS, RUSSELL, WILLIAMS
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 (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
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5034600
Trust Company Affiliate
No

People (1)

1
TWISS, RUSSELL, WILLIAMS
IAR · Direct Owner · 87.5%
5034600