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ABERNATHY GROUP II LLC

A75
CRD 152401·SEC 801-71255·NEW YORK, NY
AUM
$80.2M
$25M-$100M
Est. Revenue
$802K
@ 1% on AUM
Est. EBITDA
$241K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABERNATHY GROUP II LLC
CRD
152401
SEC file #
801-71255
EIN
—
DBA names
—

Economics

AUM
$80.2M
AUM band
$25M-$100M
AUM trajectory
'20'26
$64.5M → $80.2M▲ +24%
Client mix
Individuals High Net Worth19
Individuals Other14
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
abernathygroupfamilyoffice.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABERNATHY, STEVEN, HOLT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ABERNATHY, STEVEN, HOLT
COYLE, EDWARD, FRANCIS
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
ok
Rdap Domain
ABERNATHYGROUPFAMILYOFFICE.COM
Rdap Domain Creation Date
2012-09-10T20:07:38Z
Rdap Firm Age Years
14
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 (14)

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
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-10T20:07:38Z
Rdap Domain Last Changed
2024-10-19T04:34:31Z
Rdap Nameservers
Ns13.domaincontrol.comNs14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1276378
Trust Company Affiliate
No

People (2)

2
ABERNATHY, STEVEN, HOLT
IAR · Direct Owner · 87.5%
1276378
EDWARD FRANCIS COYLE
Executive Officer · 2.5%
1257412