SourcingSourcing

ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC

C24
CRD 113106·SEC 801-60350·THOMASVILLE, GA
AUM
$1.07B
$1B+
Est. Revenue
$10.7M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD
113106
SEC file #
801-60350
EIN
582584517
DBA names
Amb Wealth, Llc

Economics

AUM
$1.07B
AUM band
$1B+
AUM trajectory
'20'26
$651.6M → $1.07B▲ +65%
Client mix
Individuals Other703
Individuals High Net Worth175
Corporations24
Charitable Organizations12
State Or Municipal Govt4

Operations

Employees (total)
22
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
10 advisors → 14 advisors▲ +40%
Primary office
THOMASVILLE GA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargomedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
linkedin.com/company/ambwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAIM INVESTMENTS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FAIM INVESTMENTS, LLC
DAVIS, MARK, ERIC
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001308329
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2005-07-21
Edgar Last Filing Date
2013-02-26
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2013-02-26
Accession0001308329-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
16
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Window
Wells Fargo2
Full
Wells Fargo6
E*trade4
Edgar Addresses
Mailing
135 S. MADISON STREETTHOMASVILLE, GA 31792
Business
135 S. MADISON STREETTHOMASVILLE, GA 31792
Edgar EIN
582584517
Edgar Recent Filings
13F-HR2013-02-26 · 0001308329-13-000001
13F-HR2012-12-06 · 0001308329-12-000007
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (18)

18
DAVIS, MARK, ERIC
IAR · Executive Officer · 2.5%
4275024
NICKS, BRENT, PATRICK
IAR · Executive Officer · 2.5%
4067773
GORDON ALLEN MANER
Executive Officer · 2.5%
4916231
Heather Michele Strickland
Executive Officer · 2.5%
6583810
JOHN MICHAEL WILLIAM HALL
IAR
6197061
KATHY BENNETT BARTLETT
IAR
4414403
MATTHEW JUSTIN ROACH
IAR
5884689
MIRON HERBERT ALLEN
IAR
1561147
GORDON DANIEL MACQUIRTER
IAR
4561568
Michael Joseph Servetas
IAR
7318305
ROBBY LEE PITTS
IAR
2914843
Vann Hays Pitts
IAR
6982572
Crystal Lee Godbee
IAR
5629010
Brewer Pope Bentley
IAR
6057762
LILLIE DIANNE HALL
IAR
4323339
Lauren Castrop Smith
IAR
5698547
Nathan Todd Lowther
IAR
4159045
RICHARD GORDON MOONEY
IAR
1557033