SourcingSourcing

INVESTMENT & RETIREMENT ADVISORS, LLC

B55
CRD 131741·SEC 801-130723·MURFREESBORO, TN
AUM
$138.6M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$416K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT & RETIREMENT ADVISORS, LLC
CRD
131741
SEC file #
801-130723
EIN
—
DBA names
Hull Wealth Management

Economics

AUM
$138.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$117.5M → $138.6M▲ +18%
Client mix
Individuals Other169
Individuals High Net Worth33

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MURFREESBORO TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/09/2026
ADV-W filed at
—
Website
hullwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HULL, MICHAEL, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HULL, MICHAEL, JOHN
Solo Advisor Indicator
Yes
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
HULLWEALTH.COM
Rdap Domain Creation Date
2012-06-30T22:12:53Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
5
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2711
Soi Zip Pct 200k Plus
0.0684
Soi Zip Returns 200k Plus
2080
Soi Zip Total AGI
2,627,810
Fdic Zip Total Deposits
30,183,706,000
Fdic Zip Branch Count
574
Fdic Zip Top Banks
Regions Bank
FirstBank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
E*trade4
Fidelity2
Fdic Zip Branches Raw
NationsBank of Tennessee, National AssociationMurfreesboro, TN
First Union National Bank of TennesseeMurfreesboro, TN
Fdic Zip HHI
557.46
Fdic Zip Top Bank Share Pct
10.18
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-30T22:12:53Z
Rdap Domain Last Changed
2022-09-11T22:28:33Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI89,847
Returns7,090
Stub 2
AGI250,965
Returns6,750
Stub 3
AGI308,524
Returns5,010
Soi Zip Total Business Income
150,357
Soi Zip Total Cap Gains
132,628
Soi Zip Total Dividends
38,691
Soi Zip Total Returns
30,400
Top Owner CRD
1439677
Trust Company Affiliate
No

People (2)

2
HULL, MICHAEL, JOHN
IAR · Direct Owner · 87.5%
1439677
LORI ANNE CUNEO
IAR
6070728