SourcingSourcing

SPRINGBOARD ASSET MANAGEMENT LLC

B53
CRD 154862·SEC 801-122972·CHESHIRE, CT
AUM
$136.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$410K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPRINGBOARD ASSET MANAGEMENT LLC
CRD
154862
SEC file #
801-122972
EIN
—
DBA names
—

Economics

AUM
$136.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$104.2M → $136.8M▲ +31%
Client mix
Individuals Other59
Individuals High Net Worth38
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
CHESHIRE CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
facebook.com/springboardam(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREEN, CHARLES, MORTON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GREEN, CHARLES, MORTON
GREEN, REBECCA, DEWEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:springboardasset.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4507
Soi Zip Pct 200k Plus
0.1899
Soi Zip Returns 200k Plus
2,620
Soi Zip Total AGI
2,055,944
Fdic Zip Total Deposits
22,188,965,000
Fdic Zip Branch Count
359
Fdic Zip Top Banks
Webster Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Fleet Bank, National AssociationCheshire, CT
The Dime Savings Bank of WallingfordCheshire, CT
Fdic Zip HHI
777.29
Fdic Zip Top Bank Share Pct
17.36
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,856
Returns2,800
Stub 2
AGI63,643
Returns1,700
Stub 3
AGI105,226
Returns1,690
Soi Zip Total Business Income
84,472
Soi Zip Total Cap Gains
86,743
Soi Zip Total Dividends
44,964
Soi Zip Total Returns
13,800
Top Owner CRD
2726777
Trust Company Affiliate
No

People (2)

2
GREEN, REBECCA, DEWEY
IAR · Direct Owner · 62.5%
3092319
GREEN, CHARLES, MORTON
IAR · Direct Owner · 62.5%
2726777