SourcingSourcing

GIRA & GIRA INVESTMENT ADVISORS LLC

A66
CRD 167813·SEC 801-135482·HARRISONBURG, VA
AUM
$121.4M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$364K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GIRA & GIRA INVESTMENT ADVISORS LLC
CRD
167813
SEC file #
801-135482
EIN
—
DBA names
—

Economics

AUM
$121.4M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other144
Individuals High Net Worth40
Pension Profit Sharing Plans1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
HARRISONBURG VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/16/2026
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
GIRA, JOHN, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GIRA, JOHN, DAVID
Solo Advisor Indicator
No
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

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
734188
Trust Company Affiliate
No

People (2)

2
GIRA, JOHN, DAVID
IAR · Direct Owner · 87.5%
734188
JOHN DAVID GIRA
IAR
5349766