SourcingSourcing

FILLMORE CAPITAL PARTNERS, LLC

C44
CRD 139256·SEC 801-73276·POWELL, OH
AUM
$247.1M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$741K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FILLMORE CAPITAL PARTNERS, LLC
CRD
139256
SEC file #
801-73276
EIN
—
DBA names
—

Economics

AUM
$247.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$2.58B → $247.1M▼ -90%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
22
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
12 advisors → 8 advisors▼ -33%
Primary office
POWELL OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
fillmorecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SILVA, RONALD, EUGENE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SILVA, RONALD, EUGENE
FRAZIER, DUSTIN, ANTHONY
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
FILLMORECAP.COM
Rdap Domain Creation Date
2003-09-10T19:03:39Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, 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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-09-10T19:03:39Z
Rdap Domain Last Changed
2023-09-09T01:54:26Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
716377
Trust Company Affiliate
No

People (4)

4
SILVA, RONALD, EUGENE
Direct Owner · 87.5%
716377
FRAZIER, DUSTIN, ANTHONY
Executive Officer · 2.5%
7085647
REINARDY, MICHAEL, OHARA
Executive Officer · 2.5%
6022359
ANTHONY JAMES VARONE
Executive Officer · 2.5%
5024557