SourcingSourcing

OLIVE STREET INVESTMENT ADVISERS, LLC

C26
CRD 166710·SEC 801-77754·ST. LOUIS, MO
AUM
$203.76B
$1B+
Est. Revenue
$2.04B
@ 1% on AUM
Est. EBITDA
$611.3M
@ 30% margin
Est. Deal Value
$4.89B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OLIVE STREET INVESTMENT ADVISERS, LLC
CRD
166710
SEC file #
801-77754
EIN
043304963
DBA names
—

Economics

AUM
$203.76B
AUM band
$1B+
AUM trajectory
'20'26
$63.02B → $203.76B▲ +223%
Client mix
Investment Companies2

Operations

Employees (total)
232
Advisory staff (per ADV)
232
Advisory staff (5-yr trend)
'20'26
101 advisors → 232 advisors▲ +130%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE JONES FINANCIAL COMPANIES,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
THE JONES FINANCIAL COMPANIES,
Albritton, Aaron, Dale
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
5,007,281
Form 5500 Compensation Trajectory 3y
20255,007,281
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
5,007,281
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001021642
Edgar Registered
Yes
Edgar Filing Count
277
Edgar First Filing Date
1999-06-21
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
112
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001021642-26-000002
Edgar Former Names
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP
VAUGHAN NELSON SCARBOROUGH & MCCONNELL L P/TX

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Edgar Addresses
Mailing
600 TRAVISSUITE 3800HOUSTON, TX 77002
Business
600 TRAVIS, SUITE 3800HOUSTON, TX 77002
Edgar EIN
043304963
Edgar Recent Filings
13F-HR2026-04-16 · 0001021642-26-000002
13F-HR2026-01-15 · 0001021642-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
Albritton, Aaron, Dale
Executive Officer · 2.5%
5716491
BANNISTER, LINDA, DIANNE
Executive Officer · 2.5%
2426195
HERZOG, ALAN, J
Executive Officer · 2.5%
4334528
Toner, Robert
Executive Officer · 2.5%
5973039