SourcingSourcing

FELDMAN, INGARDONA & CO.

C40
CRD 29449·SEC 801-55072·DOWNERS GROVE, IL
AUM
$1.73B
$1B+
Est. Revenue
$17.3M
@ 1% on AUM
Est. EBITDA
$5.2M
@ 30% margin
Est. Deal Value
$41.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FELDMAN, INGARDONA & CO.
CRD
29449
SEC file #
801-55072
EIN
—
DBA names
Feldman, Ingardona & Co

Economics

AUM
$1.73B
AUM band
$1B+
AUM trajectory
'20'26
$2.38B → $1.73B▼ -27%
Client mix
Individuals High Net Worth177
Corporations5

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
DOWNERS GROVE IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
09/16/2025
ADV-W filed at
—
Website
feldmaningardona.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALEX M. INGARDONA LIVING TRUST
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
ALEX M. INGARDONA LIVING TRUST
WILLIAM M. FELDMAN REVOCABLE
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
FELDMANINGARDONA.COM
Rdap Domain Creation Date
2000-10-02T18:11:01Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
40,000
Form 5500 Compensation Trajectory 3y
202540,000
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
40,000
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-02T18:11:01Z
Rdap Domain Last Changed
2025-09-03T18:07:58Z
Rdap Nameservers
Ns1.easydns.comNs2.easydns.comNs3.easydns.orgRemote1.easydns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
Ingardona, Michael, Anthony
IAR · Direct Owner · 7.5%
7513372
INGARDONA, ALEX, MICHAEL
IAR · Executive Officer · 2.5%
1303711
HART, TIMOTHY, M
IAR · Executive Officer · 2.5%
2009179
WILLIAM MORLEY FELDMAN
Executive Officer · 2.5%
1307358
Matthew Carl Hart
IAR
7712487
Austin Edgar Lee Feldman
IAR
7426813