SourcingSourcing

EFFICIENT ADVISORS, LLC

C39
CRD 150144·SEC 801-70110
AUM
$3.08B
$1B+
Est. Revenue
$30.8M
@ 1% on AUM
Est. EBITDA
$9.2M
@ 30% margin
Est. Deal Value
$74.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EFFICIENT ADVISORS, LLC
CRD
150144
SEC file #
801-70110
EIN
264561649
DBA names
Efficient Advisors

Economics

AUM
$3.08B
AUM band
$1B+
AUM trajectory
'20'26
$1.08B → $3.08B▲ +187%
Client mix
Individuals Other8,971
Individuals High Net Worth548
Pension Profit Sharing Plans229
Corporations8
Charitable Organizations2

Operations

Employees (total)
14
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
15 advisors → 6 advisors▼ -60%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
efficientadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASSETMARK FINANCIAL HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ASSETMARK FINANCIAL HOLDINGS, INC.
ANGUS, TED, FYKE
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
EFFICIENTADVISORS.COM
Rdap Domain Creation Date
2009-03-19T19:16:33Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
85,960
Form 5500 Compensation Trajectory 3y
202585,960
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
85,960
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001542164
Edgar Registered
Yes
Edgar Filing Count
63
Edgar First Filing Date
2012-02-17
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
61
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001542164-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

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
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Edgar Addresses
Mailing
9450 SW GEMINI DRIVEPMB 65198BEAVERTON, OR 97008
Business
408 4TH AVE#3MASON, OH 45040
Edgar EIN
264561649
Edgar Recent Filings
13F-HR2026-04-29 · 0001542164-26-000002
13F-HR/A2026-01-21 · 0001765380-26-000006
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-03-19T19:16:33Z
Rdap Domain Last Changed
2026-04-30T21:08:04Z
Rdap Nameservers
Ns1-04.azure-dns.comNs2-04.azure-dns.netNs3-04.azure-dns.orgNs4-04.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (15)

15
MILLER, STEVEN, BRADFORD
IAR · Executive Officer · 2.5%
2941806
Williams, Sabrina, Ann
IAR · Executive Officer · 2.5%
7051901
ANGUS, TED, FYKE
Executive Officer · 2.5%
4156167
SHEPARD, ZACHARY, DAVID
Executive Officer · 2.5%
6932089
ZYLA, GARY, GEORGE
Executive Officer · 2.5%
5906412
JAMES RUSSELL HADAWAY
Executive Officer · 2.5%
3070075
Jhon Khalil Khan
IAR
7615472
JOHN DAVID RESNICK
IAR
2564858
DOUGLAS DEAN ALDEN
IAR
1029891
SAMUEL EUGENE BADGLEY
IAR
2945411
DAWN MARIE SANTORIELLO
IAR
4897536
RONNIE MYRON KIDD
IAR
2286371
RICHARD MICHAEL FLANDERS
IAR
868652
PHILIP JAMES CORSON
IAR
5857729
WILLIAM ANSELM MURRAY II
IAR
7388583