SourcingSourcing

MEMPHIS CAPITAL MANAGEMENT, LLC

B57
CRD 134522·SEC 801-67102·MEMPHIS, TN
AUM
$268.6M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$806K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEMPHIS CAPITAL MANAGEMENT, LLC
CRD
134522
SEC file #
801-67102
EIN
—
DBA names
—

Economics

AUM
$268.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$275.0M → $268.6M▼ -2%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
memphiscapital.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BANES, JOEL, LEIGH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BANES, JOEL, LEIGH
Munsell, Jacob, David
Solo Advisor Indicator
No
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
MEMPHISCAPITAL.COM
Rdap Domain Creation Date
1999-02-22T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-22T05:00:00Z
Rdap Domain Last Changed
2026-02-23T17:40:25Z
Rdap Nameservers
Dns1.stabletransit.comDns2.stabletransit.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1279396
Trust Company Affiliate
No

People (3)

3
JOEL LEIGH BANES
Direct Owner · 87.5%
1279396
Munsell, Jacob, David
IAR · Executive Officer · 2.5%
6904915
KEVIN E BENTLEY
IAR
2968193