SourcingSourcing

H. C. DENISON CO.

B55
CRD 1628·SEC 801-131334·SHEBOYGAN, WI
AUM
$310.0M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$930K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
H. C. DENISON CO.
CRD
1628
SEC file #
801-131334
EIN
—
DBA names
—

Economics

AUM
$310.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$177.3M → $310.0M▲ +75%
Client mix
Individuals Other250
Individuals High Net Worth93

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
SHEBOYGAN WI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
hcdenison.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TESTWUIDE, JAMES ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TESTWUIDE, JAMES ANTHONY
TESTWUIDE, KONRAD CULLEN
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
HCDENISON.COM
Rdap Domain Creation Date
1999-01-18T05:00:00Z
Rdap Firm Age Years
27
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1378
Soi Zip Pct 200k Plus
0.0204
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
1,244,046
Fdic Zip Total Deposits
31,518,554,000
Fdic Zip Branch Count
483
Fdic Zip Top Banks
U.S. Bank National Association
Associated Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Hilltop Securities2
Fdic Zip Branches Raw
Associated Bank Lakeshore, National AssociationSheboygan, WI
State Bank of Howards GroveHowards Grove, WI
Fdic Zip HHI
744.24
Fdic Zip Top Bank Share Pct
13.9
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-01-18T05:00:00Z
Rdap Domain Last Changed
2023-08-21T15:23:42Z
Rdap Nameservers
Ns91.worldnic.comNs92.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI75,365
Returns6,100
Stub 2
AGI243,884
Returns6,470
Stub 3
AGI239,925
Returns3,940
Soi Zip Total Business Income
25,336
Soi Zip Total Cap Gains
39,576
Soi Zip Total Dividends
20,352
Soi Zip Total Returns
21,560
Top Owner CRD
1248919
Trust Company Affiliate
No

People (5)

5
TESTWUIDE, JAMES ANTHONY
IAR · Direct Owner · 87.5%
1248919
TESTWUIDE, MARLO JEAN
IAR · Executive Officer · 2.5%
6403174
KUEHL, ROBERT JOSEPH
IAR · Executive Officer · 2.5%
2221683
TESTWUIDE, KONRAD CULLEN
Executive Officer · 2.5%
444456
Joy Marie Heinen
IAR
5137659