SourcingSourcing

PRESTON F. SANDERS, CHFC, LLC

B62
CRD 125741·SEC 801-129881·WATKINSVILLE, GA
AUM
$148.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$447K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRESTON F. SANDERS, CHFC, LLC
CRD
125741
SEC file #
801-129881
EIN
—
DBA names
Sanders & Scott, Chfc

Economics

AUM
$148.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$135.2M → $148.8M▲ +10%
Client mix
Individuals Other362
Individuals High Net Worth30
Corporations8
Pension Profit Sharing Plans5
Charitable Organizations5

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
WATKINSVILLE GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
sandersandscott.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Scott, Robert, Waymon
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Scott, Robert, Waymon
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
SANDERSANDSCOTT.COM
Rdap Domain Creation Date
2020-10-20T17:04:41Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-20T17:04:41Z
Rdap Domain Last Changed
2024-06-16T23:29:42Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7279841
Trust Company Affiliate
No

People (2)

2
Scott, Robert, Waymon
IAR · Direct Owner · 87.5%
7279841
PRESTON FRANKLIN SANDERS
IAR
1280448