SourcingSourcing

EUROCAPITAL ADVISORS, INC

B56
CRD 126163·SEC 801-63396·MIAMI, FL
AUM
$103.6M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$311K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EUROCAPITAL ADVISORS, INC
CRD
126163
SEC file #
801-63396
EIN
—
DBA names
—

Economics

AUM
$103.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$99.5M → $103.6M▲ +4%
Client mix
Individuals High Net Worth9

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
eurocapital-advisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALONSO, PABLO
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ALONSO, PABLO
DIEZ ROMERO-VALDESPINO, PATRICIO
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
ok
Rdap Domain
EUROCAPITAL-ADVISORS.COM
Rdap Domain Creation Date
2003-01-05T23:38:13Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, 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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-05T23:38:13Z
Rdap Domain Last Changed
2026-04-30T16:25:12Z
Rdap Nameservers
Ns73.worldnic.comNs74.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4365608
Trust Company Affiliate
No

People (2)

2
ALONSO, PABLO
IAR · Direct Owner · 62.5%
4365608
DIEZ ROMERO-VALDESPINO, PATRICIO
IAR · Direct Owner · 62.5%
4208121