SourcingSourcing

4612 GROUP, LLC

C27
CRD 287619·SEC 801-118617·ATLANTA, GA
AUM
$773.3M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
4612 GROUP, LLC
CRD
287619
SEC file #
801-118617
EIN
000000000
DBA names
—

Economics

AUM
$773.3M
AUM band
$500M-$1B
AUM trajectory
'21'26
$162.4M → $773.3M▲ +376%
Client mix
Pooled Investment Vehicles7
Other2

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'21'26
5 advisors → 9 advisors▲ +80%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
4612group.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KING, JOE, TOM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
KING, JOE, TOM
GARELL, TYLER, BURTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
4612GROUP.COM
Rdap Domain Creation Date
2016-08-16T16:40:18Z
Rdap Firm Age Years
10
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
0001986447
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-07-20
Edgar Last Filing Date
2023-07-20
Edgar Form D Count
1
Edgar Form D Offerings
2023-07-202023-07-20 · 0001986447-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Jpmorgan14
E*trade4
Northern Trust2
Edgar Addresses
Mailing
3445 PEACHTREE ROAD NESUITE 175ATLANTA, GA 30326
Business
3445 PEACHTREE ROAD NESUITE 175ATLANTA, GA 30326
Edgar EIN
000000000
Edgar Recent Filings
D2023-07-20 · 0001986447-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-16T16:40:18Z
Rdap Domain Last Changed
2025-08-27T14:30:13Z
Rdap Nameservers
Pdns07.domaincontrol.comPdns08.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2404849
Trust Company Affiliate
No

People (5)

5
KING, JOE, TOM
Direct Owner · 62.5%
2404849
GARELL, TYLER, BURTON
Direct Owner · 17.5%
5565057
Wren, William, Calhoun
Direct Owner · 17.5%
6758516
BRUNSTING, ROBERT, THOMAS
Executive Officer · 2.5%
8196497
JONATHAN TAYLOR MORAVEC
Executive Officer · 2.5%
5669400