SourcingSourcing

SCALEWORKS CAPITAL, LLC

B54
CRD 306560·SEC 801-118462·SAN ANTONIO, TX
AUM
$198.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$595K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SCALEWORKS CAPITAL, LLC
CRD
306560
SEC file #
801-118462
EIN
—
DBA names
—

Economics

AUM
$198.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$214.1M → $198.4M▼ -7%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'21'26
6 advisors → 7 advisors▲ +17%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
soil.works

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Byrne, Edward, Philip
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Byrne, Edward, Philip
Moorman (IV), Lewis, Jefferson
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
ok
Rdap Domain
soil.works
Rdap Domain Creation Date
2015-06-21T23:07:48.483Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3146
Soi Zip Pct 200k Plus
0.1573
Soi Zip Returns 200k Plus
140
Soi Zip Total AGI
208,500
Fdic Zip Total Deposits
142,521,892,000
Fdic Zip Branch Count
391
Fdic Zip Top Banks
Frost Bank
The Frost National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fdic Zip Branches Raw
Bank of San AntonioSan Antonio, TX
Bank of San AntonioSan Antonio, TX
Fdic Zip HHI
1731.37
Fdic Zip Top Bank Share Pct
27.09
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-21T23:07:48.483Z
Rdap Domain Last Changed
2026-05-01T15:01:30.49Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI2,454
Returns190
Stub 2
AGI7,850
Returns220
Stub 3
AGI7,728
Returns120
Soi Zip Total Business Income
3,618
Soi Zip Total Cap Gains
49,357
Soi Zip Total Dividends
26,859
Soi Zip Total Returns
890
Top Owner CRD
7227596
Trust Company Affiliate
No

People (3)

3
Byrne, Edward, Philip
Direct Owner · 62.5%
7227596
Moorman (IV), Lewis, Jefferson
Direct Owner · 62.5%
7241892
ANDREWS, JOYCE, MARIE
Executive Officer · 2.5%
7717709