CAPITAL DEVELOPERS, LLC
C48
CRD 292797·SEC 801-117021·GREENVILLE, NC
AUM
$221.5M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$664K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $103.7M
'21 · $113.2M
'22 · $146.7M
'23 · $146.7M
'25 · $198.4M
'26 · $221.5M
'20'26
$103.7M → $221.5M▲ +113%
Client mix
| Individuals Other | 159 |
| Individuals High Net Worth | 67 |
| Other | 5 |
| Pension Profit Sharing Plans | 2 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 1 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 3 advisors
'20'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
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 (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
500 RED BANKS ROADSUITE DGREENVILLE, NC 27858
Business
500 RED BANKS ROADSUITE DGREENVILLE, NC 27858
Edgar Recent Filings
13F-HR2026-05-08 · 0002105385-26-000002
13F-HR2026-01-30 · 0002105385-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited