SourcingSourcing

DORVAL CORPORATION

C40
CRD 309512·SEC 801-129114·MAPLE GROVE, MN
AUM
$373.9M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DORVAL CORPORATION
CRD
309512
SEC file #
801-129114
EIN
—
DBA names
Dorval & Chorne Financial Advisors

Economics

AUM
$373.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$308.4M → $373.9M▲ +21%
Client mix
Individuals Other573
Individuals High Net Worth90

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MAPLE GROVE MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
dorvalchorne.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DORVAL, DANIEL, JAYE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DORVAL, DANIEL, JAYE
CHORNE, JOHN, THOMAS
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
ok
Rdap Domain
DORVALCHORNE.COM
Rdap Domain Creation Date
2006-12-22T17:45:33Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-22T17:45:33Z
Rdap Domain Last Changed
2025-11-25T16:31:41Z
Rdap Nameservers
Ns1.hover.comNs2.hover.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2966842
Trust Company Affiliate
No

People (4)

4
DORVAL, DANIEL, JAYE
IAR · Direct Owner · 87.5%
2966842
CHORNE, JOHN, THOMAS
IAR · Direct Owner · 17.5%
3227625
JULIA SHERIANN JEROME
IAR
7301069
LEAH IRENE WOODLY
IAR
6350825