SourcingSourcing

BUSEY CAPITAL MANAGEMENT, INC.

C37
CRD 128044·SEC 801-62359·URBANA, IL
AUM
$493.8M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUSEY CAPITAL MANAGEMENT, INC.
CRD
128044
SEC file #
801-62359
EIN
—
DBA names
—

Economics

AUM
$493.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$411.3M → $493.8M▲ +20%
Client mix
Individuals Other373
Individuals High Net Worth11

Operations

Employees (total)
22
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
9 advisors → 19 advisors▲ +111%
Primary office
URBANA IL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUSEY BANK
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BUSEY BANK
BALLSRUD, ROBERT, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1643
Soi Zip Pct 200k Plus
0.0493
Soi Zip Returns 200k Plus
450
Soi Zip Total AGI
562,811
Fdic Zip Total Deposits
26,239,983,000
Fdic Zip Branch Count
337
Fdic Zip Top Banks
Busey Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James6
E*trade4
Northern Trust2
Fdic Zip Branches Raw
Bank One, Champaign-UrbanaUrbana, IL
Busey BankUrbana, IL
Fdic Zip HHI
5128.34
Fdic Zip Top Bank Share Pct
70.97
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,717
Returns3,050
Stub 2
AGI97,538
Returns2,750
Stub 3
AGI71,818
Returns1,160
Soi Zip Total Business Income
13,933
Soi Zip Total Cap Gains
15,846
Soi Zip Total Dividends
18,357
Soi Zip Total Returns
9,130
Trust Company Affiliate
No

People (7)

7
SUTTON, AARON, M.
IAR · Executive Officer · 2.5%
4409913
MCKAY, GRANT, KENT
IAR · Executive Officer · 2.5%
2465023
BALLSRUD, ROBERT, JAMES
IAR · Executive Officer · 2.5%
5777067
HILLARD, ZACHARY, EDWARD
IAR · Executive Officer · 2.5%
5891729
HARBERT, RENEA, LYNN
Executive Officer · 2.5%
8236604
MOORE, MERCIA, SAIN
Executive Officer · 2.5%
3238615
PFLEGER, KEVIN, DAVID
Executive Officer · 2.5%
4599162