COMVEST ADVISORS LLC
C31
CRD 160753·SEC 801-74325·WEST PALM BEACH, FL
AUM
$2.43B
$1B+
Est. Revenue
$24.3M
@ 1% on AUM
Est. EBITDA
$7.3M
@ 30% margin
Est. Deal Value
$58.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.37B
'21 · $3.86B
'22 · $4.75B
'23 · $5.12B
'25 · $3.58B
'26 · $2.43B
'20'26
$3.37B → $2.43B▼ -28%
Operations
Advisory staff (5-yr trend)
'20 · 48 advisors
'21 · 50 advisors
'22 · 78 advisors
'23 · 77 advisors
'25 · 101 advisors
'26 · 128 advisors
'20'26
48 advisors → 128 advisors▲ +167%
Branches
—
Custodian & Brokerage
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
Edgar Form D Offerings
2011-04-202011-04-20 · 0001490323-11-000001
2010-04-262010-04-26 · 0001490323-10-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
525 OKEECHOBEE BOULEVARD, SUITE 1050WEST PALM BEACH, FL 33401
Business
525 OKEECHOBEE BOULEVARD, SUITE 1050WEST PALM BEACH, FL 33401