SourcingSourcing

PEOPLE MAKE THE DIFFERENCE, INC.

B52
CRD 159443·SEC 801-127839·HOOVER, AL
AUM
$111.6M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$335K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEOPLE MAKE THE DIFFERENCE, INC.
CRD
159443
SEC file #
801-127839
EIN
—
DBA names
Pmd Advisory

Economics

AUM
$111.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$104.4M → $111.6M▲ +7%
Client mix
Individuals Other93
Individuals High Net Worth37
Pension Profit Sharing Plans17

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
HOOVER AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DICKINSON, MELANIE, SHIRLEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DICKINSON, MELANIE, SHIRLEY
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
PMDADVISORY.COM
Rdap Domain Creation Date
2013-10-12T12:47:13Z
Rdap Firm Age Years
13
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
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-12T11:59:59Z
Rdap Domain Last Changed
2026-01-09T22:24:08Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5530226
Trust Company Affiliate
No

People (2)

2
DICKINSON, MELANIE, SHIRLEY
IAR · Direct Owner · 87.5%
5530226
JAMES IRA MCCORMICK
IAR
4541624