SourcingSourcing

FOREFRONT ASSET MANAGEMENT, LLC

B56
CRD 281118·SEC 801-132722·VIRGINIA BEACH, VA
AUM
$136.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$411K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOREFRONT ASSET MANAGEMENT, LLC
CRD
281118
SEC file #
801-132722
EIN
—
DBA names
—

Economics

AUM
$136.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.9M → $136.9M▲ +11%
Client mix
Individuals Other276
Individuals High Net Worth31
Pension Profit Sharing Plans6
Corporations5
Charitable Organizations4

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
bookameetingwithus.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MESSER, ROBERT, ADAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MESSER, ROBERT, ADAM
Umlauf, Matthew, Aaron
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
BOOKAMEETINGWITHUS.COM
Rdap Domain Creation Date
2026-01-09T17:04:10Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2823
Soi Zip Pct 200k Plus
0.0912
Soi Zip Returns 200k Plus
2200
Soi Zip Total AGI
2,473,029
Fdic Zip Total Deposits
14,612,254,000
Fdic Zip Branch Count
242
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Lpl Financial1
Fdic Zip Branches Raw
Signet Bank-VirginiaVirginia Beach, VA
Central Fidelity National BankVirginia Beach, VA
Fdic Zip HHI
1672.03
Fdic Zip Top Bank Share Pct
32.55
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-09T17:04:10Z
Rdap Domain Last Changed
2026-01-09T17:04:10Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI66,595
Returns5,210
Stub 2
AGI204,295
Returns5,510
Stub 3
AGI243,542
Returns3,950
Soi Zip Total Business Income
53,892
Soi Zip Total Cap Gains
303,503
Soi Zip Total Dividends
54,483
Soi Zip Total Returns
24,120
Top Owner CRD
4472157
Trust Company Affiliate
No

People (3)

3
MESSER, ROBERT, ADAM
IAR · Direct Owner · 87.5%
4472157
Umlauf, Matthew, Aaron
IAR · Executive Officer · 2.5%
6626170
Luke Michael Messer
IAR
7815900