MOLLY B INVESTMENT GROUP LLC
C44
CRD 150555·SEC 801-118667·MARIETTA, GA
AUM
$334.7M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $109.0M
'22 · $247.0M
'23 · $261.7M
'25 · $294.3M
'26 · $334.7M
'21'26
$109.0M → $334.7M▲ +207%
Client mix
| Individuals High Net Worth | 149 |
| Individuals Other | 114 |
| Pension Profit Sharing Plans | 32 |
| Corporations | 7 |
| Charitable Organizations | 6 |
Operations
Advisory staff (5-yr trend)
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 2 advisors
'26 · 2 advisors
'21'26
4 advisors → 2 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Union National Bank of GeorgiaMarietta, GA
First Union National Bank of GeorgiaMarietta, GA
Soi Zip Distribution
Stub 1
| AGI | 81,271 |
| Returns | 7,040 |
Stub 2
| AGI | 165,741 |
| Returns | 4,530 |
Stub 3
| AGI | 180,334 |
| Returns | 2,940 |