SourcingSourcing

SAVE ADVISERS LLC

C32
CRD 306053·SEC 801-118060·HOUSTON, TX
AUM
$3.5M
<$25M
Est. Revenue
$35K
@ 1% on AUM
Est. EBITDA
$11K
@ 30% margin
Est. Deal Value
$84K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAVE ADVISERS LLC
CRD
306053
SEC file #
801-118060
EIN
—
DBA names
—

Economics

AUM
$3.5M
AUM band
<$25M
AUM trajectory
'25'26
$3.5M → $3.5M▬ 0%
Client mix
Individuals Other200

Operations

Employees (total)
7
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'21'23
5 advisors → 5 advisors▬ 0%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
Other Compensation

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
joinsave.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FINTEX HOLDINGS, INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FINTEX HOLDINGS, INC
NELSKYLA, ANDREI, MICHAEL
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
JOINSAVE.COM
Rdap Domain Creation Date
2006-10-15T14:10:13Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

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 (13)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-15T14:10:13Z
Rdap Domain Last Changed
2025-10-16T18:47:16Z
Rdap Nameservers
A1-69.akam.netA11-64.akam.netA12-64.akam.netA14-64.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
ANDREI MICHAEL NELSKYLA
Executive Officer · 2.5%
5735290
WATTS, ADAM, CHRISTOPHER
Executive Officer · 2.5%
2973999