SourcingSourcing

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

C39
CRD 146270·SEC 801-68863·SOUTHPORT, CT
AUM
$192.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$576K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD
146270
SEC file #
801-68863
EIN
—
DBA names
—

Economics

AUM
$192.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.1M → $192.1M▲ +60%
Client mix
Individuals Other98
Individuals High Net Worth84

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
SOUTHPORT CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
southportstation.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TECK FINANCIAL, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
TECK FINANCIAL, INC.
TURIANO, THOMAS, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOUTHPORTSTATION.COM
Rdap Domain Creation Date
2011-04-05T15:13:34Z
Rdap Firm Age Years
15
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 (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-05T15:13:34Z
Rdap Domain Last Changed
2022-10-26T12:32:58Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
TURIANO, THOMAS, ANTHONY
IAR · Executive Officer · 2.5%
4290177
Eric Carl Peck
IAR
6711989
DAVID MARK BREZINA
IAR
5515306