SourcingSourcing

REGISTER FINANCIAL ADVISORS, LLC

B58
CRD 143884·SEC 801-81190·ATLANTA, GA
AUM
$488.5M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REGISTER FINANCIAL ADVISORS, LLC
CRD
143884
SEC file #
801-81190
EIN
760761710
DBA names
—

Economics

AUM
$488.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$102.9M → $488.5M▲ +375%
Client mix
Individuals Other297
Individuals High Net Worth136

Operations

Employees (total)
15
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
12 advisors → 12 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
maywealthstrategies.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REGISTER, GEORGE, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
REGISTER, GEORGE, ROBERT
REGISTER, SCOTT, EDWARD
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
ok
Rdap Domain
MAYWEALTHSTRATEGIES.COM
Rdap Domain Creation Date
2014-03-20T18:43:31Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001962636
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001398344-26-006554

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
13
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab6
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
3500 LENOX ROADSUITE 1700ATLANTA, GA 30326
Business
3500 LENOX ROADSUITE 1700ATLANTA, GA 30326
Edgar EIN
760761710
Edgar Recent Filings
13F-HR2026-04-15 · 0001398344-26-006554
13F-HR2026-01-21 · 0001398344-26-000936
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-20T18:43:31Z
Rdap Domain Last Changed
2023-03-21T16:20:39Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
373031
Trust Company Affiliate
No

People (15)

15
REGISTER, GEORGE, ROBERT
IAR · Direct Owner · 62.5%
373031
REGISTER, SCOTT, EDWARD
IAR · Direct Owner · 17.5%
5239767
ERIN L TATHAM
IAR
6129922
BLAIR IAN ROTHSTEIN
IAR
4732734
ANDREW SCOTT MAY
IAR
2410297
HAFEEZ S FAZAL
IAR
5480759
GILBERT HOWARD BUBIS
IAR
2801591
THOMAS EDWARD CORRIGAN
IAR
1015196
ROBIN MARIE LEAHY
IAR
1512451
DAVID BLAKE PRESSLY
IAR
4147342
Lydia Ann Gumina
IAR
8152110
Adam R Waller
IAR
7145763
EDWARD J WAITS
IAR
3253004
ARI RICHARD DARDIK
IAR
2477594
CHARLES M. PARKER
IAR
833053