SourcingSourcing

TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.

C45
CRD 113586·SEC 801-61148·SIGNAL MOUNTAIN, TN
AUM
$277.3M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$832K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD
113586
SEC file #
801-61148
EIN
—
DBA names
—

Economics

AUM
$277.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$131.4M → $277.3M▲ +111%
Client mix
Individuals Other32
Individuals High Net Worth27
Pension Profit Sharing Plans2
Charitable Organizations2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
SIGNAL MOUNTAIN TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
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
TYNER, PAUL, HARRISON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TYNER, PAUL, HARRISON
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4736
Soi Zip Pct 200k Plus
0.2186
Soi Zip Returns 200k Plus
1,740
Soi Zip Total AGI
1,289,180
Fdic Zip Total Deposits
6,533,546,000
Fdic Zip Branch Count
174
Fdic Zip Top Banks
SunTrust Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
Fdic Zip Branches Raw
Pioneer BankSignal Mountain, TN
AmSouth Bank of TennesseeSignal Mountain, TN
Fdic Zip HHI
1366.77
Fdic Zip Top Bank Share Pct
22.67
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,498
Returns1,640
Stub 2
AGI39,514
Returns1,070
Stub 3
AGI48,487
Returns780
Soi Zip Total Business Income
80,202
Soi Zip Total Cap Gains
99,694
Soi Zip Total Dividends
55,450
Soi Zip Total Returns
7,960
Top Owner CRD
4533502
Trust Company Affiliate
No

People (1)

1
TYNER, PAUL, HARRISON
IAR · Direct Owner · 87.5%
4533502