SourcingSourcing

GA ADVISORS, LLC

C20
CRD 164989·OCALA, FL
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GA ADVISORS, LLC
CRD
164989
SEC file #
—
EIN
—
DBA names
Annuity Association Agency LlcGa Advisors, LlcGa Advisors LlcGa Advisors Agency Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
OCALA FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROWSWELL, STEVEN, CASWELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROWSWELL, STEVEN, CASWELL
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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
0.2464
Soi Zip Pct 200k Plus
0.0526
Soi Zip Returns 200k Plus
770
Soi Zip Total AGI
1,098,209
Fdic Zip Total Deposits
17,958,810,000
Fdic Zip Branch Count
185
Fdic Zip Top Banks
Wells Fargo Bank, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
E*trade4
Fdic Zip Branches Raw
SouthTrust Bank of Central FloridaOcala, FL
Friendship Community BankOcala, FL
Fdic Zip HHI
1254.65
Fdic Zip Top Bank Share Pct
29.22
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,801
Returns3,920
Stub 2
AGI116,325
Returns3,170
Stub 3
AGI143,156
Returns2,310
Soi Zip Total Business Income
20,675
Soi Zip Total Cap Gains
77,084
Soi Zip Total Dividends
45,784
Soi Zip Total Returns
14,650
Top Owner CRD
730377

People (1)

1
STEVEN CASWELL ROWSWELL
Direct Owner · 87.5%
730377