SourcingSourcing

BIGLARI CAPITAL LLC

C35
CRD 115197·SEC 801-78141·SAN ANTONIO, TX
AUM
$1.04B
$1B+
Est. Revenue
$10.4M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$25.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BIGLARI CAPITAL LLC
CRD
115197
SEC file #
801-78141
EIN
—
DBA names
Biglari Capital Corp.

Economics

AUM
$1.04B
AUM band
$1B+
AUM trajectory
'20'26
$1.01B → $1.04B▲ +3%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based fees

Filings

Latest ADV filing
03/28/2026
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
BIGLARI, SARDAR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BIGLARI, SARDAR
LEWIS, BRUCE
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

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
Jpmorgan6
Charles Schwab4
Wells Fargo4
E*trade4
Interactive Brokers2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4446157
Trust Company Affiliate
No

People (2)

2
BIGLARI, SARDAR
IAR · Direct Owner · 87.5%
4446157
LEWIS, BRUCE
Executive Officer · 2.5%
6226333