M. KULYK & ASSOCIATES, LLC
C20
CRD 290887·SEC 801-112089
AUM
$840.4M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $195.1M
'21 · $260.5M
'22 · $371.2M
'23 · $530.7M
'25 · $682.7M
'26 · $840.4M
'20'26
$195.1M → $840.4M▲ +331%
Client mix
| Individuals Other | 314 |
| Individuals High Net Worth | 225 |
| Charitable Organizations | 7 |
| Corporations | 2 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 8 advisors
'25 · 11 advisors
'26 · 12 advisors
'20'26
5 advisors → 12 advisors▲ +140%
Primary office
—
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (7)
Everything else we've pulled for this record, not yet curated into a section.