SERAPH CAPITAL ASSOCIATES, LLC
C48
CRD 165754·SEC 801-112894·BARTLESVILLE, OK
AUM
$90.3M
$25M-$100M
Est. Revenue
$903K
@ 1% on AUM
Est. EBITDA
$271K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $19.6M
'21 · $38.9M
'22 · $56.3M
'23 · $61.3M
'25 · $77.5M
'26 · $90.3M
'20'26
$19.6M → $90.3M▲ +360%
Client mix
| Individuals Other | 211 |
| Pension Profit Sharing Plans | 70 |
| Corporations | 50 |
| Individuals High Net Worth | 48 |
| Insurance Companies | 41 |
Operations
Advisory staff (5-yr trend)
'20 · 1 advisors
'21 · 1 advisors
'22 · 1 advisors
'23 · 1 advisors
'25 · 1 advisors
'26 · 1 advisors
'20'26
1 advisors → 1 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
501 E. 4TH STREETBARTLESVILLE, OK 74003
Business
7401 SOUTH BITTERROOT PLACESUITE 100SIOUX FALLS, SD 57108