SourcingSourcing

ADDIS & HILL, INCORPORATED

B51
CRD 117495·SEC 801-118276·WAYNE, PA
AUM
$254.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$762K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADDIS & HILL, INCORPORATED
CRD
117495
SEC file #
801-118276
EIN
—
DBA names
—

Economics

AUM
$254.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$102.8M → $254.0M▲ +147%
Client mix
Individuals Other86
Individuals High Net Worth73

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
4 advisors → 3 advisors▼ -25%
Primary office
WAYNE PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
linkedin.com/company/addis-&-hill(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADDIS, KENT, RUSSELL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ADDIS, KENT, RUSSELL
HILL, JUSTIN, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:addishill.com

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Pershing4
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2060842
Trust Company Affiliate
No

People (7)

7
ADDIS, KENT, RUSSELL
IAR · Direct Owner · 62.5%
2060842
HILL, JUSTIN, J
IAR · Direct Owner · 37.5%
4496257
FORRESTER, MICHAEL, WAYNE
IAR
3261271
WESTPHAL, SHAUN, N
IAR
5970535
FORRESTER, KATHERINE, MARIE
IAR
2837901
Kelly F Bashore
IAR
6632710
JANOVSKY, KYLE, JAMES
IAR
5835601