SourcingSourcing

RISLEY CAPITAL MANAGEMENT LLC

B58
CRD 157271·SEC 801-123382·ELLISVILLE, MO
AUM
$163.4M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$490K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RISLEY CAPITAL MANAGEMENT LLC
CRD
157271
SEC file #
801-123382
EIN
—
DBA names
—

Economics

AUM
$163.4M
AUM band
$100M-$500M
AUM trajectory
'23'26
$128.6M → $163.4M▲ +27%
Client mix
Individuals Other111
Individuals High Net Worth48
Other1

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
risleycm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RISLEY, JEFFREY, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RISLEY, JEFFREY, MICHAEL
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
RISLEYCM.COM
Rdap Domain Creation Date
2011-02-10T21:39:22Z
Rdap Firm Age Years
15
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4316
Soi Zip Pct 200k Plus
0.1542
Soi Zip Returns 200k Plus
2,830
Soi Zip Total AGI
2,145,770
Fdic Zip Total Deposits
39,895,968,000
Fdic Zip Branch Count
620
Fdic Zip Top Banks
Bank of America, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First BankEllisville, MO
First BankManchester, MO
Fdic Zip HHI
1328.93
Fdic Zip Top Bank Share Pct
30.62
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-10T21:39:22Z
Rdap Domain Last Changed
2024-02-11T18:02:24Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,268
Returns3,720
Stub 2
AGI99,018
Returns2,650
Stub 3
AGI135,772
Returns2,190
Soi Zip Total Business Income
70,253
Soi Zip Total Cap Gains
84,037
Soi Zip Total Dividends
62,000
Soi Zip Total Returns
18,350
Top Owner CRD
2891511
Trust Company Affiliate
No

People (1)

1
RISLEY, JEFFREY, MICHAEL
IAR · Direct Owner · 87.5%
2891511