SourcingSourcing

STREETER MOORE & STIPE LLC

B53
CRD 118588·SEC 801-68644·TULSA, OK
AUM
$219.1M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$657K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STREETER MOORE & STIPE LLC
CRD
118588
SEC file #
801-68644
EIN
—
DBA names
Robert Stephen Capital Management Llc

Economics

AUM
$219.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.1M → $219.1M▲ +54%
Client mix
Individuals Other150
Individuals High Net Worth25
Corporations13

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
robertstephen.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STREETER, STEPHEN, HENRY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STREETER, STEPHEN, HENRY
Streeter, Chrissy, M
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
ROBERTSTEPHEN.NET
Rdap Domain Creation Date
2010-12-03T16:41:23Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Wild West Domains, LLC

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 (14)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-03T16:41:23Z
Rdap Domain Last Changed
2024-12-04T18:30:29Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2318269
Trust Company Affiliate
No

People (5)

5
STREETER, STEPHEN, HENRY
IAR · Direct Owner · 87.5%
2318269
Streeter, Chrissy, M
Direct Owner · 7.5%
7359679
Morris, Robert, Brady
Executive Officer · 2.5%
8117872
BRIAN KEITH MCGUIRE
IAR
4075621
BANDY, ROBERT, L
IAR
4290169