SourcingSourcing

FEATHERINGILL CAPITAL, LLC

C38
CRD 299523·SEC 801-114415·BIRMINGHAM, AL
AUM
$142.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$429K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FEATHERINGILL CAPITAL, LLC
CRD
299523
SEC file #
801-114415
EIN
830838656
DBA names
—

Economics

AUM
$142.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$102.8M → $142.9M▲ +39%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
featheringillcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FEATHERINGILL ASSET MANAGEMENT,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
FEATHERINGILL ASSET MANAGEMENT,
FOX, WILLIAM, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FEATHERINGILLCAPITAL.COM
Rdap Domain Creation Date
2017-03-31T01:53:02Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001916999
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-03-14
Edgar Last Filing Date
2022-03-14
Edgar Form D Count
1
Edgar Form D Offerings
2022-03-142022-03-14 · 0001916680-22-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2317 3RD AVENUE NORTHSUITE 101BIRMINGHAM, AL 35203
Business
2317 3RD AVENUE NORTHSUITE 101BIRMINGHAM, AL 35203
Edgar EIN
830838656
Edgar Recent Filings
D2022-03-14 · 0001916680-22-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-31T01:53:02Z
Rdap Domain Last Changed
2026-03-31T12:04:08Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
FOX, WILLIAM, JOSEPH
Executive Officer · 2.5%
5023712
PHARO, ELIZABETH, FEATHERINGILL
Executive Officer · 2.5%
7041510
STEWART, ELIZABETH, JINKS
Executive Officer · 2.5%
5371928