SEVERIN INVESTMENTS LLC
C43
CRD 166567·SEC 801-118181·ST. LOUIS, MO
AUM
$141.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$426K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $110.0M
'22 · $112.4M
'23 · $109.5M
'25 · $127.6M
'26 · $141.9M
'21'26
$110.0M → $141.9M▲ +29%
Client mix
| Individuals Other | 181 |
| Individuals High Net Worth | 52 |
| Pension Profit Sharing Plans | 1 |
| Other Investment Advisers | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 5 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 6 advisors
'26 · 5 advisors
'21'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther 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 (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
211 N BROADWAYSTE. 2925ST. LOUIS, MO 63102
Business
211 N BROADWAYSTE. 2925ST. LOUIS, MO 63102
Edgar Recent Filings
13F-HR2026-04-24 · 0002085853-26-000490
13F-HR2026-02-09 · 0002085853-26-000227