SourcingSourcing

WAUD CAPITAL PARTNERS, LLC

C22
CRD 160632·SEC 801-73921·CHICAGO, IL
AUM
$4.56B
$1B+
Est. Revenue
$45.6M
@ 1% on AUM
Est. EBITDA
$13.7M
@ 30% margin
Est. Deal Value
$109.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WAUD CAPITAL PARTNERS, LLC
CRD
160632
SEC file #
801-73921
EIN
—
DBA names
Waud Capital Partners

Economics

AUM
$4.56B
AUM band
$1B+
AUM trajectory
'20'26
$1.88B → $4.56B▲ +143%
Client mix
Pooled Investment Vehicles24

Operations

Employees (total)
65
Advisory staff (per ADV)
59
Advisory staff (5-yr trend)
'20'26
33 advisors → 59 advisors▲ +79%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WAUD, REEVE, BYRON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
WAUD, REEVE, BYRON
CECILY R. M. WAUD EXCLUSION TRUST
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
WAUDCAPITAL.COM
Rdap Domain Creation Date
1997-06-05T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, 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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust40
Raymond James24
Jpmorgan10
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-04T04:00:00Z
Rdap Domain Last Changed
2025-02-19T17:55:16Z
Rdap Nameservers
Ns21.worldnic.comNs22.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1499256
Trust Company Affiliate
No

People (3)

3
WAUD, REEVE, BYRON
Direct Owner · 87.5%
1499256
CLARY, MATTHEW, WILLIAM
Executive Officer · 2.5%
6019380
FLOWER, MARK, DANIEL
Executive Officer · 2.5%
2082147