SourcingSourcing

EUKLES ASSET MANAGEMENT, LLC

C32
CRD 156649·SEC 801-80915·CINCINNATI, OH
AUM
$341.1M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EUKLES ASSET MANAGEMENT, LLC
CRD
156649
SEC file #
801-80915
EIN
—
DBA names
—

Economics

AUM
$341.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$168.7M → $341.1M▲ +102%
Client mix
Individuals Other452
Individuals High Net Worth18
Corporations2
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
euklesam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LYSAGHT, BRIAN, LAWRENCE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LYSAGHT, BRIAN, LAWRENCE
LYSAGHT, CASEY, JAMES
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
ok
Rdap Domain
EUKLESAM.COM
Rdap Domain Creation Date
2010-11-18T13:43:03Z
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 (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
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-18T13:43:03Z
Rdap Domain Last Changed
2025-11-19T16:49:31Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5076230
Trust Company Affiliate
No

People (4)

4
LYSAGHT, BRIAN, LAWRENCE
IAR · Direct Owner · 37.5%
5076230
LYSAGHT, CASEY, JAMES
IAR · Direct Owner · 37.5%
5550906
LYSAGHT, PATRICK, CHRISTOPHER
IAR · Direct Owner · 37.5%
5189214
STEVEN RANDOLPH JUNG
IAR
1440551