SourcingSourcing

RSD ADVISORS, LLC

A72
CRD 152447·SEC 801-125917
AUM
$78.1M
$25M-$100M
Est. Revenue
$781K
@ 1% on AUM
Est. EBITDA
$234K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RSD ADVISORS, LLC
CRD
152447
SEC file #
801-125917
EIN
—
DBA names
Rsd Advisors

Economics

AUM
$78.1M
AUM band
$25M-$100M
AUM trajectory
'23'26
$39.4M → $78.1M▲ +98%
Client mix
Individuals High Net Worth15
Individuals Other11
Pension Profit Sharing Plans1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
rsdadvisors.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DASKIN, RICHARD, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DASKIN, RICHARD, SCOTT
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
ok
Rdap Domain
RSDADVISORS.NET
Rdap Domain Creation Date
2010-02-02T14:46:48Z
Rdap Firm Age Years
16
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
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Altruist4
E*trade4
Jpmorgan2
Firm Has Custody
No
Rdap Domain Expiration Date
2027-02-02T14:46:48Z
Rdap Domain Last Changed
2026-02-03T16:11:23Z
Rdap Nameservers
Ns0.wixdns.netNs1.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1425254
Trust Company Affiliate
No

People (1)

1
DASKIN, RICHARD, SCOTT
IAR · Direct Owner · 87.5%
1425254