SourcingSourcing

LONGBOW ASSET MANAGEMENT

C48
CRD 126193·SEC 801-121112·TULSA, OK
AUM
$134.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$403K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONGBOW ASSET MANAGEMENT
CRD
126193
SEC file #
801-121112
EIN
—
DBA names
—

Economics

AUM
$134.4M
AUM band
$100M-$500M
AUM trajectory
'22'26
$114.5M → $134.4M▲ +17%
Client mix
Individuals Other105
Individuals High Net Worth27

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
lbamc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOTTOMLEY, DWIGHT, THOMAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOTTOMLEY, DWIGHT, THOMAS
DOLLARHIDE, MICHAEL, JACOB
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
LBAMC.COM
Rdap Domain Creation Date
2003-03-07T03:44:15Z
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
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-07T03:44:15Z
Rdap Domain Last Changed
2023-01-05T08:08:31Z
Rdap Nameservers
Ns51.worldnic.comNs52.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4721929
Trust Company Affiliate
No

People (2)

2
BOTTOMLEY, DWIGHT, THOMAS
IAR · Direct Owner · 62.5%
4721929
DOLLARHIDE, MICHAEL, JACOB
IAR · Direct Owner · 37.5%
2970129