SourcingSourcing

MATCH GRADE ADVISORS, LLC

C35
CRD 299181·SEC 801-114348·GREENVILLE, SC
AUM
$479.4M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATCH GRADE ADVISORS, LLC
CRD
299181
SEC file #
801-114348
EIN
—
DBA names
Match Grade Advisors

Economics

AUM
$479.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$140.1M → $479.4M▲ +242%
Client mix
Individuals Other215
Pension Profit Sharing Plans84
Individuals High Net Worth73

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/matchgrade(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RETIREMENT FUNDING ADVISORS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
RETIREMENT FUNDING ADVISORS, LLC
WELCH BENEFIT GROUP
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
fallback_guess:matchgrade.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
195,042
Form 5500 Compensation Trajectory 3y
2025167,535
202627,507
Form 5500 Plan Count Trajectory 3y
20256
20261
Schedule C Total Compensation
195,042
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
148891
Trust Company Affiliate
No

People (7)

7
RETIREMENT FUNDING ADVISORS, LLC
Direct Owner · 62.5%
148891
WELCH, RAY, WILLIAM
IAR · Executive Officer · 2.5%
2734032
VAUGHAN, JAMES, CARSON
IAR · Executive Officer · 2.5%
5323217
ROBERT JAMES EDWARDS
IAR
7222825
SUSAN M WRIGHT
IAR
6147326
Chace M Cooper
IAR
7816735
Eric Marcus Elkins
IAR
4734276