FELTL ADVISORS, LLC
C50
CRD 165244·SEC 801-77347·PLYMOUTH, MN
AUM
$165.6M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$497K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $59.9M
'21 · $65.7M
'22 · $92.2M
'23 · $111.8M
'25 · $132.4M
'26 · $165.6M
'20'26
$59.9M → $165.6M▲ +176%
Operations
Advisory staff (5-yr trend)
'20 · 16 advisors
'21 · 16 advisors
'22 · 15 advisors
'23 · 14 advisors
'25 · 14 advisors
'26 · 15 advisors
'20'26
16 advisors → 15 advisors▼ -6%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
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
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.