SourcingSourcing

HUNDREDFOLD ADVISORS, LLC

C44
CRD 131854·SEC 801-63226·VIRGINIA BEACH, VA
AUM
$148.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$445K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUNDREDFOLD ADVISORS, LLC
CRD
131854
SEC file #
801-63226
EIN
133946966
DBA names
—

Economics

AUM
$148.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$50.6M → $148.2M▲ +193%
Client mix
Investment Companies1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
hundredfoldadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMPLY DISTRIBUTE CHARITABLE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SIMPLY DISTRIBUTE CHARITABLE
COLLINS, MARY, KATHRYN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.992
Web Signal Quality
ok
Wayback Last Material Change
2014-12-17T11:55:39.000Z
Wayback Snapshot Count
25
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2010-08-11T16:31:34.000Z
Wayback Last Snapshot
2025-07-12T00:46:47.000Z
Rdap Domain
HUNDREDFOLDADVISORS.COM
Rdap Domain Creation Date
2014-08-12T13:17:36Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
PDR Ltd. d/b/a PublicDomainRegistry.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001389426
Edgar Registered
Yes
Edgar Filing Count
110
Edgar First Filing Date
2007-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
102
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001999371-26-010796

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2083
Soi Zip Pct 200k Plus
0.0599
Soi Zip Returns 200k Plus
1,700
Soi Zip Total AGI
2,441,724
Fdic Zip Total Deposits
24,134,502,000
Fdic Zip Branch Count
595
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Resource Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (30)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
535 MADISON AVE,37TH FLOORNEW YORK, NY 10022
Business
535 MADISON AVE,37TH FLOORNEW YORK, NY 10022
Edgar EIN
133946966
Edgar Recent Filings
13F-HR2026-05-15 · 0001999371-26-010796
13F-HR2026-02-13 · 0001999371-26-003261
Fdic Zip Branches Raw
Signet Bank-VirginiaVirginia Beach, VA
Central Fidelity National BankVirginia Beach, VA
Fdic Zip HHI
721.25
Fdic Zip Top Bank Share Pct
16.35
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-08-12T13:17:36Z
Rdap Domain Last Changed
2024-07-01T19:56:51Z
Rdap Nameservers
Ns1.whois.comNs2.whois.comNs3.whois.comNs4.whois.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI93,897
Returns7,140
Stub 2
AGI280,484
Returns7,600
Stub 3
AGI294,636
Returns4,790
Soi Zip Total Business Income
55,411
Soi Zip Total Cap Gains
187,697
Soi Zip Total Dividends
43,908
Soi Zip Total Returns
28,370
Trust Company Affiliate
No
Wayback Avg Days Between Changes
529.6
Wayback Closest Snapshot Ts
2014-05-17T12:57:18.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20140517125718/http://hundredfoldadvisors.com/
Wayback Distinct Digest Count
4

People (2)

2
COLLINS, MARY, KATHRYN
Executive Officer · 2.5%
1838058
DOUDERA, RALPH, JOHN
Executive Officer · 2.5%
70839