SourcingSourcing

BRANDYWINE ASSET MANAGEMENT, INC

B53
CRD 307564·SEC 801-121987·THORNTON, PA
AUM
$150.0M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$450K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRANDYWINE ASSET MANAGEMENT, INC
CRD
307564
SEC file #
801-121987
EIN
232203502
DBA names
Brandywine Asset Management

Economics

AUM
$150.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$120.0M → $150.0M▲ +25%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
THORNTON PA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/brandywine-asset-management/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEVER, MICHAEL, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DEVER, MICHAEL, PAUL
HUNTINGTON, JOHN, PRICE
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
88,313
Form 5500 Compensation Trajectory 3y
202557,753
202630,560
Form 5500 Plan Count Trajectory 3y
20252
20261
Schedule C Total Compensation
88,313
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0002106766
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0002000324-26-001612

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5344
Soi Zip Pct 200k Plus
0.3053
Soi Zip Returns 200k Plus
400
Soi Zip Total AGI
259,274

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
Interactive Brokers3
Edgar Addresses
Mailing
THE MILL, 381 BRINTON LAKE ROADSUITE 5THORNTON, PA 19373
Business
THE MILL, 381 BRINTON LAKE ROADSUITE 5THORNTON, PA 19373
Edgar EIN
232203502
Edgar Recent Filings
13F-HR2026-04-22 · 0002000324-26-001612
13F-HR2026-02-12 · 0001999371-26-003108
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI2,508
Returns260
Stub 2
AGI5,258
Returns140
Stub 3
AGI6,718
Returns110
Soi Zip Total Business Income
17,120
Soi Zip Total Cap Gains
11,720
Soi Zip Total Dividends
5,820
Soi Zip Total Returns
1,310
Top Owner CRD
1384212
Trust Company Affiliate
No

People (2)

2
MICHAEL PAUL DEVER
Direct Owner · 87.5%
1384212
HUNTINGTON, JOHN, PRICE
Executive Officer · 2.5%
2974902