SourcingSourcing

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

C36
CRD 143812·SEC 801-70042·ST. LOUIS, MO
AUM
$300.6M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$902K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
CRD
143812
SEC file #
801-70042
EIN
—
DBA names
—

Economics

AUM
$300.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$201.2M → $300.6M▲ +49%
Client mix
Individuals High Net Worth65
Individuals Other39
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/chfwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAUBLE, ELIZABETH, HARRE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAUBLE, ELIZABETH, HARRE
HARRE, PETER, BEYERSTEDT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:caubleharre.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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity3
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5324493
Trust Company Affiliate
No

People (4)

4
CAUBLE, ELIZABETH, HARRE
IAR · Direct Owner · 62.5%
5324493
HARRE, PETER, BEYERSTEDT
IAR · Direct Owner · 62.5%
2271783
BRENDAN WILLIAM FREEMAN
IAR
2962505
KENDALL MARVIN YOUNG
IAR
5081598