SourcingSourcing

TAVERIK CAPITAL, LLC

B64
CRD 156594·SEC 801-117029·GREENVILLE, SC
AUM
$97.5M
$25M-$100M
Est. Revenue
$975K
@ 1% on AUM
Est. EBITDA
$293K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAVERIK CAPITAL, LLC
CRD
156594
SEC file #
801-117029
EIN
414463471
DBA names
—

Economics

AUM
$97.5M
AUM band
$25M-$100M
AUM trajectory
'20'26
$199.0M → $97.5M▼ -51%
Client mix
Individuals Other114
Pooled Investment Vehicles4
Individuals High Net Worth3

Operations

Employees (total)
10
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
taverik.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEIR, ERIK, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WEIR, ERIK, CHRISTOPHER
BLAIR, III, JAMES, ALLBRIGHT
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
TAVERIK.COM
Rdap Domain Creation Date
2025-04-08T19:37:22Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Automattic Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002132626
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-13
Edgar Last Filing Date
2026-05-13
Edgar Form D Count
1
Edgar Form D Offerings
2026-05-132026-05-13 · 0002132626-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Interactive Brokers3
Edgar Addresses
Mailing
220 N MAIN STREET, SUITE 500GREENVILLE, SC 29601
Business
220 N MAIN STREET, SUITE 500GREENVILLE, SC 29601
Edgar EIN
414463471
Edgar Recent Filings
D2026-05-13 · 0002132626-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-08T19:37:22Z
Rdap Domain Last Changed
2025-11-24T08:22:18Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2009973
Trust Company Affiliate
No

People (4)

4
WEIR, ERIK, CHRISTOPHER
IAR · Direct Owner · 87.5%
2009973
BLAIR, III, JAMES, ALLBRIGHT
Executive Officer · 2.5%
6882767
Wallace, Kristin, Childres
Executive Officer · 2.5%
7798743
Mason Gregory Scott
IAR
7959448