VERMILLION FINANCIAL ADVISORS, INC.
B56
CRD 119239·SEC 801-69058·SOUTH BARRINGTON, IL
AUM
$386.7M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $152.4M
'21 · $171.6M
'22 · $258.6M
'23 · $308.5M
'25 · $370.5M
'26 · $386.7M
'20'26
$152.4M → $386.7M▲ +154%
Client mix
| Individuals Other | 162 |
| Individuals High Net Worth | 103 |
| Pension Profit Sharing Plans | 11 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 8 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 6 advisors
'26 · 5 advisors
'20'26
7 advisors → 5 advisors▼ -29%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited