SourcingSourcing

GROSS DOMESTIC PRODUCT, INC

C47
CRD 147588·SEC 801-133969
AUM
$139.4M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$418K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GROSS DOMESTIC PRODUCT, INC
CRD
147588
SEC file #
801-133969
EIN
—
DBA names
—

Economics

AUM
$139.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$119.7M → $139.4M▲ +16%
Client mix
Individuals High Net Worth39
Individuals Other26
Corporations3
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/gross-domestic-product-inc.(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELL, SCOTT, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BELL, SCOTT, ANDREW
Goforth, Sonia, Ann
Solo Advisor Indicator
Yes
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
social_url_excluded:linkedin.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 (8)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Top Owner CRD
4298614
Trust Company Affiliate
No

People (2)

2
BELL, SCOTT, ANDREW
IAR · Direct Owner · 87.5%
4298614
Sonia Ann Goforth
Executive Officer · 2.5%
2544170