SourcingSourcing

HUNTLEIGH ADVISORS, INC.

C40
CRD 113412·SEC 801-62677·ST. LOUIS, MO
AUM
$781.8M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUNTLEIGH ADVISORS, INC.
CRD
113412
SEC file #
801-62677
EIN
431911686
DBA names
—

Economics

AUM
$781.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$243.8M → $781.8M▲ +221%
Client mix
Individuals Other1,634
Individuals High Net Worth161
Corporations19
Pension Profit Sharing Plans13
Charitable Organizations11

Operations

Employees (total)
55
Advisory staff (per ADV)
55
Advisory staff (5-yr trend)
'20'26
6 advisors → 55 advisors▲ +817%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
huntleighadvisors.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHAMBERS, ROBERT, LEWIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHAMBERS, ROBERT, LEWIS
ROWAN, MICHAEL, BARRY
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
HUNTLEIGHADVISORS.COM
Rdap Domain Creation Date
2003-09-29T19:40:10Z
Rdap Firm Age Years
23
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
Form 5500 Plan Count
2
Form 5500 Total Compensation
39,856
Form 5500 Compensation Trajectory 3y
202539,856
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
39,856
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001367653
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2006-06-27
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001367653-26-000002

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
45
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
7800 FORSYTH BLVD.5TH FLOORST. LOUIS, MO 63105
Business
7800 FORSYTH BLVD.5TH FLOORST. LOUIS, MO 63105
Edgar EIN
431911686
Edgar Recent Filings
13F-HR2026-04-21 · 0001367653-26-000002
13F-HR2026-01-29 · 0001367653-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-29T19:40:10Z
Rdap Domain Last Changed
2021-10-07T15:46:16Z
Rdap Nameservers
Ns10.worldnic.comNs9.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1231649
Trust Company Affiliate
No

People (50)

50
CHAMBERS, ROBERT, LEWIS
IAR · Direct Owner · 87.5%
1231649
ROWAN, MICHAEL, BARRY
IAR · Direct Owner · 17.5%
5160408
O'CONNELL, CHRISTOPHER, CORY
IAR · Executive Officer · 2.5%
5008251
DEBRA A YAEGER
IAR
1345743
WILLIAM ALEXANDER UTZ
IAR
2476316
GEORGE BEYER LINGELBACH
IAR
1215118
DALE FREDERICK KLEEKAMP
IAR
2476437
MICHAEL WARREN LEOPOLD
IAR
306991
MICHELLE LYNN ROBERTSON
IAR
4634471
JAMES ROSS GULLA
IAR
2944487
Nicole Marie Gilbert
IAR
2257556
ALAN JAMES FERRARI
IAR
3194695
ROBERT JAMES TOCK
IAR
2093219
JUSTIN ANDREW EGGENBERGER
IAR
6247562
Mark Anthony Schmitt
IAR
8033934
THOMAS HALE APRIL
IAR
826551
Scott Michael Rich
IAR
1958291
RICHARD HAROLD ECKENRODT
IAR
1040697
JEFFREY COLLINS KINDER
IAR
1442891
DANIEL JEROME LECURE
IAR
3144262
Andrew Steven Rich
IAR
4888294
WILLIAM JAMES RODOSKY
IAR
2829722
JAMES RONALD SANFORD
IAR
1072165
SCOTT MIDDLETON DEBANDT
IAR
1892267
ERIC ALLEN WOOD
IAR
3079104
JOHN THOMAS SULLIVAN
IAR
2289931
ROBERT LEE LINK
IAR
820264
DOUGLAS MICHAEL SIMMS
IAR
5461794
William John Anderson
IAR
6115346
Jack William Hessi
IAR
8140508
LARRY DAVID LITTLE
IAR
310906
Richard Lowery Morris
IAR
7033514
DEBRA DAWN MESLE
IAR
849766
Lindsey Jo Holbrook
IAR
6319344
Leo Dominic Fiordelisi
IAR
7749835
Kevin David Pflug
IAR
6597250
SUSAN ELIZABETH MONTEBELLO
IAR
1139811
PAMELA JANE JOHNSTON
IAR
502284
JOHN FREDERICK KURUSZ
IAR
1084488
MATTHEW HANLEY KALLMAN
IAR
4287253
THOMAS EDWARD GUMMERSBACH
IAR
231966
JOHN JOSEPH GRAVES
IAR
715944
ROBERT EARL FAULKNER
IAR
849152
KENNETH BRUCE COHEN
IAR
843882
JAMES BIRKE QUICKSILVER
IAR
1720607
PHILLIP KIMBALL CARVER
IAR
1205634
MARY ELIZABETH BLACKARD
IAR
2134749
GREG ALFRED OVERSCHMIDT
IAR
1160877
CATHERINE TERRY MARSHALL
IAR
1445205
MARTIN LEWIS ZYGMUND
IAR
1759963