SourcingSourcing

MCILRATH & ECK, LLC

C34
CRD 145252·SEC 801-70488·ARLINGTON, WA
AUM
$1.36B
$1B+
Est. Revenue
$13.6M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCILRATH & ECK, LLC
CRD
145252
SEC file #
801-70488
EIN
—
DBA names
—

Economics

AUM
$1.36B
AUM band
$1B+
AUM trajectory
'20'26
$308.3M → $1.36B▲ +343%
Client mix
Individuals Other870
Individuals High Net Worth417

Operations

Employees (total)
19
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
5 advisors → 8 advisors▲ +60%
Primary office
ARLINGTON WA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars WorkshopsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/periscopewealthadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCILRATH, THOR, HARVEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCILRATH, THOR, HARVEY
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
fallback_guess:mcilratheck.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
28,542
Form 5500 Compensation Trajectory 3y
202528,542
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
28,542
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3189
Soi Zip Pct 200k Plus
0.0704
Soi Zip Returns 200k Plus
1,540
Soi Zip Total AGI
1,953,485
Fdic Zip Total Deposits
17,105,926,000
Fdic Zip Branch Count
426
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
Key Bank of WashingtonArlington, WA
U.S. Bank of Washington, National AssociationArlington, WA
Fdic Zip HHI
690.7
Fdic Zip Top Bank Share Pct
15.69
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI51,449
Returns4,070
Stub 2
AGI172,158
Returns4,600
Stub 3
AGI220,263
Returns3,560
Soi Zip Total Business Income
51,194
Soi Zip Total Cap Gains
78,179
Soi Zip Total Dividends
19,935
Soi Zip Total Returns
21,890
Top Owner CRD
2239577
Trust Company Affiliate
No

People (6)

6
MCILRATH, THOR, HARVEY
IAR · Direct Owner · 87.5%
2239577
Wendiguiata Ouedraogo
IAR
7029348
TROY JAMES CRUTCHER
IAR
5572491
JACOB ARTHUR BLUKIS
IAR
6174319
CAMPBELL, KEVIN, JAMES
IAR
6157021
ALEXANDER PETER GOLDBERG
IAR
5677337