SourcingSourcing

AVANTIA INVESTMENT SERVICES, LLC

B54
CRD 307869·SEC 801-132118·SEATTLE, WA
AUM
$119.1M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$357K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVANTIA INVESTMENT SERVICES, LLC
CRD
307869
SEC file #
801-132118
EIN
—
DBA names
—

Economics

AUM
$119.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.6M → $119.1M▲ +13%
Client mix
Individuals High Net Worth16
Individuals Other13
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
facebook.com/avantiamfo(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AVANTIA MFO, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
AVANTIA MFO, INC.
COBB, TREVOR, JOHN
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
social_url_excluded:facebook.com

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 (8)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
COBB, TREVOR, JOHN
IAR · Executive Officer · 2.5%
5549449
Keaton Christopher Layman
IAR
7371323
Lincoln Lewis Granberg
IAR
8075185