SourcingSourcing

ADVISORS PREFERRED LLC

C36
CRD 157980·SEC 801-72430·ROCKVILLE, MD
AUM
$1.69B
$1B+
Est. Revenue
$16.9M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$40.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVISORS PREFERRED LLC
CRD
157980
SEC file #
801-72430
EIN
364702719
DBA names
—

Economics

AUM
$1.69B
AUM band
$1B+
AUM trajectory
'20'26
$560.0M → $1.69B▲ +201%
Client mix
Investment Companies22

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
ROCKVILLE MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
advisorspreferred.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADVISORS PREFERRED HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ADVISORS PREFERRED HOLDING, LLC
AYERS-RIGSBY, MARY, CATHERINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ADVISORSPREFERRED.COM
Rdap Domain Creation Date
2011-05-12T20:54:42Z
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 Cik
0001598841
Edgar Registered
Yes
Edgar Filing Count
60
Edgar First Filing Date
2014-02-14
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
50
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001598841-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1445 RESEARCH BOULEVARD#530ROCKVILLE, MD 20850
Business
1445 RESEARCH BOULEVARD#530ROCKVILLE, MD 20850
Edgar EIN
364702719
Edgar Recent Filings
13F-HR2026-05-05 · 0001598841-26-000002
13F-HR2026-02-02 · 0001598841-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-12T20:54:42Z
Rdap Domain Last Changed
2025-05-13T18:48:18Z
Rdap Nameservers
Angela.ns.cloudflare.comGordon.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
HOLLAND, ANGELA, LYNNETTE
IAR · Executive Officer · 2.5%
3166586
MARY CATHERINE AYERS-RIGSBY
Executive Officer · 2.5%
830349
BENJAMIN TROY WARWICK
IAR
1528739