SourcingSourcing

TRED AVON FAMILY WEALTH, LLC

C39
CRD 174115·SEC 801-106937·EASTON, MD
AUM
$431.9M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRED AVON FAMILY WEALTH, LLC
CRD
174115
SEC file #
801-106937
EIN
472248871
DBA names
—

Economics

AUM
$431.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$225.4M → $431.9M▲ +92%
Client mix
Individuals High Net Worth296
Individuals Other32
Charitable Organizations10
Corporations9

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
EASTON MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
tredavonfamilywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPURRY, FRANCES, ELIZABETH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SPURRY, FRANCES, ELIZABETH
Warren, Terry, Cullen
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
ok
Rdap Domain
TREDAVONFAMILYWEALTH.COM
Rdap Domain Creation Date
2014-11-10T20:48:42Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002094435
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2025-10-29
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002094435-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2845
Soi Zip Pct 200k Plus
0.101
Soi Zip Returns 200k Plus
1,260
Soi Zip Total AGI
1,355,318
Fdic Zip Total Deposits
30,538,470,000
Fdic Zip Branch Count
501
Fdic Zip Top Banks
The Talbot Bank of Easton, Maryland
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
E*trade4
Edgar Addresses
Mailing
8603 COMMERCE DRIVESUITE 7AEASTON, MD 21601
Business
8603 COMMERCE DRIVESUITE 7AEASTON, MD 21601
Edgar EIN
472248871
Edgar Recent Filings
13F-HR2026-04-22 · 0002094435-26-000002
13F-HR2026-01-27 · 0002094435-26-000001
Fdic Zip Branches Raw
Signet Bank-MarylandEaston, MD
Signet Bank-MarylandEaston, MD
Fdic Zip HHI
1132.32
Fdic Zip Top Bank Share Pct
25.23
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-10T20:48:42Z
Rdap Domain Last Changed
2022-09-17T09:54:28Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,784
Returns3,330
Stub 2
AGI97,824
Returns2,650
Stub 3
AGI108,414
Returns1,760
Soi Zip Total Business Income
47,585
Soi Zip Total Cap Gains
156,935
Soi Zip Total Dividends
87,162
Soi Zip Total Returns
12,480
Top Owner CRD
3088160
Trust Company Affiliate
No

People (3)

3
SPURRY, FRANCES, ELIZABETH
IAR · Direct Owner · 87.5%
3088160
Terry Cullen Warren
Executive Officer · 2.5%
1711634
Gretchen P Straczewski
IAR
7459401