SourcingSourcing

ASPECT PARTNERS, LLC

C43
CRD 307273·SEC 801-126851·FAIRFAX, VA
AUM
$418.2M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASPECT PARTNERS, LLC
CRD
307273
SEC file #
801-126851
EIN
541948107
DBA names
—

Economics

AUM
$418.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$351.9M → $418.2M▲ +19%
Client mix
Individuals Other154
Individuals High Net Worth126
Pension Profit Sharing Plans7

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
2 advisors → 5 advisors▲ +150%
Primary office
FAIRFAX VA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
linkedin.com/company/10319551/admin/feed/posts(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALOVANY, BARD, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MALOVANY, BARD, DANIEL
VARDI, LINDSEY, ANDREA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:aspect.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001985284
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-16
Edgar Last Filing Date
2026-04-02
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-02
Accession0001985284-26-000007

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2677 PROSPERITY AVESUITE 380FAIRFAX, VA 22031
Business
2677 PROSPERITY AVESUITE 380FAIRFAX, VA 22031
Edgar EIN
541948107
Edgar Recent Filings
13F-HR2026-04-02 · 0001985284-26-000007
13F-HR2026-01-23 · 0001985284-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2694395
Trust Company Affiliate
No

People (5)

5
MALOVANY, BARD, DANIEL
IAR · Direct Owner · 87.5%
2694395
VARDI, LINDSEY, ANDREA
IAR · Executive Officer · 2.5%
5733866
John Shanley
IAR
7129171
BENJAMIN THOMAS SEAMANS
IAR
4467051
Tyler Shawn McArdle
IAR
6922799