SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
B51
CRD 159255·SEC 801-73087·SPRINGFIELD, IL
AUM
$705.7M
$500M-$1B
Est. Revenue
$7.1M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $283.0M
'21 · $340.0M
'22 · $449.8M
'23 · $449.8M
'25 · $624.0M
'26 · $705.7M
'20'26
$283.0M → $705.7M▲ +149%
Client mix
| Individuals Other | 394 |
| Individuals High Net Worth | 155 |
| Pension Profit Sharing Plans | 13 |
| Charitable Organizations | 9 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
5 advisors → 6 advisors▲ +20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Bank of SpringfieldSpringfield, IL
Marine Bank, SpringfieldSpringfield, IL
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 60,973 |
| Returns | 4,670 |
Stub 2
| AGI | 132,775 |
| Returns | 3,650 |
Stub 3
| AGI | 115,617 |
| Returns | 1,900 |