KA CREDIT ADVISORS II, LLC
C37
CRD 311657·SEC 801-120131·HOUSTON, TX
AUM
$395.2M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $350.0M
'23 · $353.5M
'25 · $391.0M
'26 · $395.2M
'22'26
$350.0M → $395.2M▲ +13%
Operations
Advisory staff (5-yr trend)
'21 · 25 advisors
'22 · 25 advisors
'23 · 26 advisors
'25 · 31 advisors
'26 · 35 advisors
'21'26
25 advisors → 35 advisors▲ +40%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.