SARGENT INVESTMENT GROUP, LLC
C12
CRD 297499·SEC 801-113542·BETHESDA, MD
AUM
$1.48B
$1B+
Est. Revenue
$14.8M
@ 1% on AUM
Est. EBITDA
$4.4M
@ 30% margin
Est. Deal Value
$35.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $752.4M
'21 · $971.3M
'22 · $1.10B
'23 · $1.20B
'25 · $1.28B
'26 · $1.48B
'20'26
$752.4M → $1.48B▲ +96%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 7 advisors
'22 · 9 advisors
'23 · 11 advisors
'25 · 12 advisors
'26 · 13 advisors
'20'26
4 advisors → 13 advisors▲ +225%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
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 (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4920 ELM STREETSUITE 305BETHESDA, MD 20814
Business
4920 ELM STREETSUITE 305BETHESDA, MD 20814
Edgar Recent Filings
13F-HR2026-05-11 · 0001765380-26-000194
13F-HR2026-02-13 · 0001766157-26-000001