SourcingSourcing

D'ANNUNZIO CONSULTING GROUP, LLC

C47
CRD 144422·SEC 801-68118·TACOMA, WA
AUM
$1.90B
$1B+
Est. Revenue
$19.0M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
D'ANNUNZIO CONSULTING GROUP, LLC
CRD
144422
SEC file #
801-68118
EIN
—
DBA names
—

Economics

AUM
$1.90B
AUM band
$1B+
AUM trajectory
'20'26
$1.46B → $1.90B▲ +30%
Client mix
Individuals High Net Worth32
Individuals Other6
Charitable Organizations3

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
TACOMA WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
Fixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
dannunzioconsulting.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
D'ANNUNZIO, HOLLY, FOSS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
D'ANNUNZIO, HOLLY, FOSS
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
DANNUNZIOCONSULTING.COM
Rdap Domain Creation Date
2007-06-08T00:27:33Z
Rdap Firm Age Years
19
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 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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-08T00:27:33Z
Rdap Domain Last Changed
2026-05-13T23:00:05Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1028065
Trust Company Affiliate
No

People (2)

2
D'ANNUNZIO, HOLLY, FOSS
IAR · Direct Owner · 87.5%
1028065
SHARON LEE COOPER
IAR
2815356