SourcingSourcing

BILL FEW ASSOCIATES, INC.

C31
CRD 133561·SEC 801-29235·SEWICKLEY, PA
AUM
$2.72B
$1B+
Est. Revenue
$27.2M
@ 1% on AUM
Est. EBITDA
$8.2M
@ 30% margin
Est. Deal Value
$65.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BILL FEW ASSOCIATES, INC.
CRD
133561
SEC file #
801-29235
EIN
251891056
DBA names
—

Economics

AUM
$2.72B
AUM band
$1B+
AUM trajectory
'20'26
$947.7M → $2.72B▲ +187%
Client mix
Individuals Other2,871
Individuals High Net Worth83
Pension Profit Sharing Plans13
Charitable Organizations5

Operations

Employees (total)
31
Advisory staff (per ADV)
29
Advisory staff (5-yr trend)
'20'26
28 advisors → 29 advisors▲ +4%
Primary office
SEWICKLEY PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
g.co/kgs/rn7kc5r

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BILL FEW FINANCIAL GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BILL FEW FINANCIAL GROUP, INC.
COMO, KENNETH, 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 Cik
0001914644
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-03-04
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001914644-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
28
Bc Firm IAR Count
28
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
2100 GEORGETOWN DRIVESUITE 600SEWICKLEY, PA 15143
Business
2100 GEORGETOWN DRIVESUITE 600SEWICKLEY, PA 15143
Edgar EIN
251891056
Edgar Recent Filings
13F-HR2026-04-08 · 0001914644-26-000002
13F-HR2026-01-12 · 0001914644-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (28)

28
JONES, JOHN, EDWARD
IAR · Executive Officer · 2.5%
2363024
COMO, KENNETH, JAMES
IAR · Executive Officer · 2.5%
1787447
JASON ROBERT DEFELICE
IAR
7414151
ADAM TODD LOGAN
IAR
7893424
THOMAS E. REISDORF
IAR
7806530
WARD LEE GARNER
IAR
2036681
SUSAN ANNE FAUST
IAR
3160149
NATALIE ANN KASIEVICH
IAR
5751861
KIMBERLY ANN ZEIS
IAR
2097923
RISHEL, DAVID, LEE
IAR
2904952
JEFFRY MARZINA
IAR
1897998
KENT JAMES MARKLE
IAR
1810952
TAMMY MARIE VARGO
IAR
3015327
RESHELLE LORRAINE BARRETT
IAR
2225985
MELINDA J DICKERSON
IAR
2448953
KEVIN JAMES CORBETT
IAR
4048615
BRIAN JOURDAN
IAR
4503769
ALISON FOX WERTZ
IAR
2891918
THOMAS ROBERT BEILSTEIN
IAR
2667130
WILLIAM J NICHOLS
IAR
5051844
MICHAEL KENT KAUFFELT
IAR
2315161
EDWARD GOBRECHT SNYDER
IAR
2344057
RODNEY SPENCER ENGH
IAR
3055043
JOSEPH JOHN DEANDREA
IAR
1993050
MIA ANN KOVACS
IAR
5778870
Emily Marie Sekerak
IAR
6951007
BENJAMIN ERIC ROSEN
IAR
7415953
Ryan Benjamin Dayton
IAR
7384475