PLANROCK INVESTMENT MANAGEMENT, LLC
B51
CRD 304803·SEC 801-118167·BRENTWOOD, TN
AUM
$71.0M
$25M-$100M
Est. Revenue
$711K
@ 1% on AUM
Est. EBITDA
$213K
@ 30% margin
Est. Deal Value
$1.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $75.0M
'21 · $7.0M
'22 · $10.8M
'23 · $28.4M
'25 · $64.4M
'26 · $71.0M
'20'26
$75.0M → $71.0M▼ -5%
Client mix
| Individuals Other | 35 |
| Individuals High Net Worth | 16 |
| Corporations | 2 |
| Investment Companies | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 4 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 6 advisors
'20'26
2 advisors → 6 advisors▲ +200%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesOther Advisory Services
Filings
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 (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited