SourcingSourcing

SHANKLAND FINANCIAL ADVISORS, LLC

A88
CRD 139562·SEC 801-130545
AUM
$88.2M
$25M-$100M
Est. Revenue
$882K
@ 1% on AUM
Est. EBITDA
$265K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHANKLAND FINANCIAL ADVISORS, LLC
CRD
139562
SEC file #
801-130545
EIN
—
DBA names
—

Economics

AUM
$88.2M
AUM band
$25M-$100M
AUM trajectory
'25'26
$97.7M → $88.2M▼ -10%
Client mix
Individuals Other270
Individuals High Net Worth38

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHANKLAND, DARYL, BURNETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHANKLAND, DARYL, BURNETT
WHITNEY, BRUCE, LAWRENCE
Solo Advisor Indicator
Yes
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
social_url_excluded:facebook.com

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 (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fee Schedule
Bracket I95
Bracket Xi5
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Top Owner CRD
735632
Trust Company Affiliate
No

People (2)

2
SHANKLAND, DARYL, BURNETT
IAR · Direct Owner · 87.5%
735632
WHITNEY, BRUCE, LAWRENCE
Executive Officer · 2.5%
8149329