SourcingSourcing

FVLCRUM PARTNERS, LLC

C40
CRD 310971·SEC 801-128462·BETHESDA, MD
AUM
$328.8M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$986K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FVLCRUM PARTNERS, LLC
CRD
310971
SEC file #
801-128462
EIN
853478875
DBA names
—

Economics

AUM
$328.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$298.3M → $328.8M▲ +10%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
16
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
11 advisors → 11 advisors▬ 0%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/fvlcrum(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARSON, BENJAMIN, SOLOMON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CARSON, BENJAMIN, SOLOMON
PERRY, MIKELL, HARRISON
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
fallback_guess:fvlcrum.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001901396
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2021-12-27
Edgar Last Filing Date
2023-02-03
Edgar Form D Count
3
Edgar Form D Offerings
2023-02-032023-02-03 · 0001901396-23-000002
2022-02-042022-02-04 · 0001901396-22-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6089
Soi Zip Pct 200k Plus
0.426
Soi Zip Returns 200k Plus
7,450
Soi Zip Total AGI
5,888,140
Fdic Zip Total Deposits
15,334,326,000
Fdic Zip Branch Count
158
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
Edgar Addresses
Mailing
2600 TOWER OAKS BLVDSUITE 230ROCKVILLE, MD 20852
Business
2600 TOWER OAKS BLVDSUITE 230ROCKVILLE, MD 20852
Edgar EIN
853478875
Edgar Recent Filings
D/A2023-02-03 · 0001901396-23-000002
D/A2022-02-04 · 0001901396-22-000001
Fdic Zip Branches Raw
NationsBank, National AssociationBethesda, MD
NationsBank, National AssociationMontgomery County, MD
Fdic Zip HHI
2562.24
Fdic Zip Top Bank Share Pct
44.64
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,381
Returns3,230
Stub 2
AGI53,418
Returns1,460
Stub 3
AGI70,508
Returns1,130
Soi Zip Total Business Income
249,240
Soi Zip Total Cap Gains
605,182
Soi Zip Total Dividends
348,206
Soi Zip Total Returns
17,490
Top Owner CRD
5618762
Trust Company Affiliate
No

People (3)

3
BENJAMIN SOLOMON CARSON
Direct Owner · 62.5%
5618762
PERRY, MIKELL, HARRISON
Direct Owner · 62.5%
7502980
ALTMARK, MAKSIM
Executive Officer · 2.5%
8064228