SourcingSourcing

GARLIKOV ADVISORS INC

A74
CRD 112352·SEC 801-19290·COLUMBUS, OH
AUM
$207.6M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$623K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GARLIKOV ADVISORS INC
CRD
112352
SEC file #
801-19290
EIN
—
DBA names
Garlikov AdvisorsGarlikov Advisors Inc

Economics

AUM
$207.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$181.5M → $207.6M▲ +14%
Client mix
Individuals Other121
Individuals High Net Worth40
Charitable Organizations11
Corporations10

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
garlikovcompanies.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GARLIKOV, DONALD, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GARLIKOV, DONALD, EDWARD
Fleisher, Carrie, Lee
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
ok
Rdap Domain
GARLIKOVCOMPANIES.COM
Rdap Domain Creation Date
1998-07-08T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

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 (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-07T04:00:00Z
Rdap Domain Last Changed
2025-05-08T16:05:25Z
Rdap Nameservers
Ns13.worldnic.comNs14.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
217998
Trust Company Affiliate
No

People (4)

4
GARLIKOV, DONALD, EDWARD
IAR · Direct Owner · 87.5%
217998
Carrie Lee Fleisher
Executive Officer · 2.5%
1755228
MATTHEW ROBERT WOLFE
IAR
4650640
THOMAS WALTER KAISER
IAR
2830241