SourcingSourcing

DAYBRIGHT ADVISORY SERVICES, INC.

C28
CRD 133795·SEC 801-93173·MIAMI, FL
AUM
$997.4M
$500M-$1B
Est. Revenue
$10.0M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAYBRIGHT ADVISORY SERVICES, INC.
CRD
133795
SEC file #
801-93173
EIN
472599316
DBA names
—

Economics

AUM
$997.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$316.1M → $997.4M▲ +216%
Client mix
Pension Profit Sharing Plans696

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
5 advisors → 8 advisors▲ +60%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Pension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
ingham.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE RETIREMENT PLAN COMPANY LLC
Top Owner Pct
87.5
Owner Count
6
Control Persons
THE RETIREMENT PLAN COMPANY LLC
hale, patrick, william
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.087
Web Signal Quality
ok
Wayback Last Material Change
2026-03-15T08:24:39.000Z
Wayback Snapshot Count
365
Wayback Snapshots Last 12mo
13
Wayback First Snapshot
1996-12-24T22:02:07.000Z
Wayback Last Snapshot
2026-03-15T08:24:39.000Z
Rdap Domain
INGHAM.COM
Rdap Domain Creation Date
1995-12-01T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002107111
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0002107111-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4564
Soi Zip Pct 200k Plus
0.3146
Soi Zip Returns 200k Plus
5,370
Soi Zip Total AGI
9,880,456
Census Median Hh Income
133,862
Census High Income Households
4,272
Census Median Age
42.1
Census Pop 65 66 Total
1,208
Census Total Households
11,862
Census NAICS 523930 Count
23
Fdic Zip Total Deposits
77,589,557,000
Fdic Zip Branch Count
727
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active
Nfa Member Status
unresolved

All other collected signals (35)

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
20
Bc Firm IAR Count
20
Census Bachelors Plus Count
6,722
Census Median Home Value
972,000
Census NAICS 523930 Employees
0
Census Unemployed Count
621
Census Zip
33156
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
9350 SOUTH DIXIE HIGHWAYSUITE 1560MIAMI, FL 33156
Business
9350 SOUTH DIXIE HIGHWAYSUITE 1560MIAMI, FL 33156
Edgar EIN
472599316
Edgar Recent Filings
13F-HR2026-05-12 · 0002107111-26-000002
13F-HR2026-02-12 · 0002107111-26-000001
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Miami, FL
NationsBank of Florida, N.A.Miami, FL
Fdic Zip HHI
650.93
Fdic Zip Top Bank Share Pct
19.67
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-11-30T05:00:00Z
Rdap Domain Last Changed
2025-03-19T12:48:30Z
Rdap Nameservers
Ivan.ns.cloudflare.comMona.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,115
Returns3,920
Stub 2
AGI89,280
Returns2,430
Stub 3
AGI109,324
Returns1,770
Soi Zip Total Business Income
171,473
Soi Zip Total Cap Gains
2,531,621
Soi Zip Total Dividends
424,268
Soi Zip Total Returns
17,070
Trust Company Affiliate
No
Wayback Avg Days Between Changes
59.3
Wayback Closest Snapshot Ts
2026-03-15T08:24:39.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260315082439/https://www.ingham.com/
Wayback Distinct Digest Count
181

People (25)

25
hale, patrick, william
Executive Officer · 2.5%
7092257
Hancock Brown, Melanie, Joy
Executive Officer · 2.5%
7276213
Pierre, Jacques
Executive Officer · 2.5%
7721110
RIORDAN, MATTHEW, GERARD
Executive Officer · 2.5%
1994424
SCHNEIDER, MEGAN, E
Executive Officer · 2.5%
7618402
EMMANUELLE MELISSA Banaszak
IAR
5413940
GARY LEE SIMON
IAR
5049096
RONALD JAY FISHMAN
IAR
1449240
TODD JAY LEVY
IAR
2823604
Derek James Ivey
IAR
7661097
SCOTT MATTHEW CLOUD
IAR
4417623
EICHBERG, MARC, JEFFREY
IAR
1525953
Eric Alexander Tavares
IAR
7211088
HEIDI LEE MILLER
IAR
2993403
STEPHEN CURTIS COOMBS
IAR
2449381
Marlon Suarez
IAR
7231905
NEETA BALANI
IAR
5575636
JONATHAN MICHAEL ROLLINS
IAR
5744223
Ashley W Rendon
IAR
6836640
LAURA ESMERALDA GUTIERREZ-MENDEZ
IAR
5907310
JEFFREY F. POLING
IAR
5766941
JEFFREY MICHAEL PANGARO
IAR
5650691
Joshua Craig Strause
IAR
5111427
CORY VANCE LAMPSHIRE
IAR
6097778
THEODORE WILLIAM MCCRIGHT
IAR
4376679