SourcingSourcing

CE INVESTMENT MANAGEMENT, LLC

C35
CRD 299786·SEC 801-116817·OKLAHOMA CITY, OK
AUM
$5.91B
$1B+
Est. Revenue
$59.1M
@ 1% on AUM
Est. EBITDA
$17.7M
@ 30% margin
Est. Deal Value
$141.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CE INVESTMENT MANAGEMENT, LLC
CRD
299786
SEC file #
801-116817
EIN
—
DBA names
—

Economics

AUM
$5.91B
AUM band
$1B+
AUM trajectory
'20'26
$5.15B → $5.91B▲ +15%
Client mix
—

Operations

Employees (total)
17
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
6 advisors → 17 advisors▲ +183%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMERON ENTERPRISES A LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CAMERON ENTERPRISES A LIMITED
Cassil, John, Kevin
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Fidelity8
E*trade4
U.s. Bank2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
Cassil, John, Kevin
Executive Officer · 2.5%
7358295
ROBISON, JOHN, EDWARD
Executive Officer · 2.5%
7179323
LEE, JONATHAN, DAVID
Executive Officer · 2.5%
6824424