SourcingSourcing

COUNCIL CAPITAL FUNDS MANAGEMENT, LLC

C29
CRD 174036·SEC 801-117405·NASHVILLE, TN
AUM
$518.6M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC
CRD
174036
SEC file #
801-117405
EIN
—
DBA names
—

Economics

AUM
$518.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$148.3M → $518.6M▲ +250%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
18
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
6 advisors → 8 advisors▲ +33%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/council-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKSON, GRANT, AUSTEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JACKSON, GRANT, AUSTEN
SMITH, CHRISTOPHER, WALTER
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

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4382854
Trust Company Affiliate
No

People (2)

2
JACKSON, GRANT, AUSTEN
Direct Owner · 87.5%
4382854
SMITH, CHRISTOPHER, WALTER
Executive Officer · 2.5%
7892203