SourcingSourcing

ADARE ASSET MANAGEMENT, LLC

B61
CRD 152471·SEC 801-124714·LANCASTER, PA
AUM
$159.3M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$478K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADARE ASSET MANAGEMENT, LLC
CRD
152471
SEC file #
801-124714
EIN
—
DBA names
—

Economics

AUM
$159.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$117.3M → $159.3M▲ +36%
Client mix
Individuals High Net Worth63
Individuals Other11
Corporations6
Insurance Companies1

Operations

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

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEERY, TIMOTHY, NEIL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DEERY, TIMOTHY, NEIL
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

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 (9)

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
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2417070
Trust Company Affiliate
No

People (1)

1
DEERY, TIMOTHY, NEIL
IAR · Direct Owner · 87.5%
2417070