SourcingSourcing

PHYSICIANS FINANCIAL SERVICES, INC.

B51
CRD 118519·SEC 801-66583·RALEIGH, NC
AUM
$482.3M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PHYSICIANS FINANCIAL SERVICES, INC.
CRD
118519
SEC file #
801-66583
EIN
561621501
DBA names
—

Economics

AUM
$482.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$218.6M → $482.3M▲ +121%
Client mix
Individuals Other120
Individuals High Net Worth96

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCDONALD, CORNELIUS, TRAWICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCDONALD, CORNELIUS, TRAWICK
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
PHYSICIANSFS.COM
Rdap Domain Creation Date
2006-08-14T14:36:07Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001665518
Edgar Registered
Yes
Edgar Filing Count
43
Edgar First Filing Date
2016-02-09
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
43
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001665518-26-000002

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
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
PO BOX 10973RALEIGH, NC 27605
Business
PO BOX 10973RALEIGH, NC 27605
Edgar EIN
561621501
Edgar Recent Filings
13F-HR2026-04-15 · 0001665518-26-000002
13F-HR2026-01-21 · 0001665518-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-14T14:36:07Z
Rdap Domain Last Changed
2024-09-06T18:37:34Z
Rdap Nameservers
Dawn.ns.cloudflare.comIsaac.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1288377
Trust Company Affiliate
No

People (3)

3
MCDONALD, CORNELIUS, TRAWICK
IAR · Direct Owner · 87.5%
1288377
JAMES CANADY PARKER
IAR
4026477
WILLIAM HILL SIGMON
IAR
7861726