SourcingSourcing

PRCE MANAGEMENT LLC

C39
CRD 312533·SEC 801-122233·ALPHARETTA, GA
AUM
$22.2M
<$25M
Est. Revenue
$222K
@ 1% on AUM
Est. EBITDA
$67K
@ 30% margin
Est. Deal Value
$533K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRCE MANAGEMENT LLC
CRD
312533
SEC file #
801-122233
EIN
660833476
DBA names
—

Economics

AUM
$22.2M
AUM band
<$25M
AUM trajectory
'22'26
$297.2M → $22.2M▼ -93%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAWK, WILLIAM, HEATH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
HAWK, WILLIAM, HEATH
SFYRIS, VASILEIOS, ALEXIOS
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001838395
Edgar Registered
Yes
Edgar Filing Count
738
Edgar First Filing Date
2020-12-31
Edgar Last Filing Date
2026-05-07
Edgar Form D Count
3
Edgar Form D Offerings
2022-03-102022-03-10 · 0001838395-22-000002
2022-03-092022-03-09 · 0001838395-22-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5054
Soi Zip Pct 200k Plus
0.2614
Soi Zip Returns 200k Plus
4,630
Soi Zip Total AGI
2,936,731
Fdic Zip Total Deposits
24,257,627,000
Fdic Zip Branch Count
249
Fdic Zip Top Banks
Wells Fargo Bank, National Association
NetBank

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
Pershing6
E*trade4
Edgar Addresses
Mailing
METRO OFFICE PARK8 CALLE #1, SUITE 401GUAYNABO, PR 00968
Business
METRO OFFICE PARK8 CALLE #1, SUITE 401GUAYNABO, PR 00968
Edgar EIN
660833476
Edgar Recent Filings
SCHEDULE 13D/A2026-05-07 · 0001213900-26-053485
DEFC14A2026-05-06 · 0001213900-26-052411
Fdic Zip Branches Raw
Premier BankAlpharetta, GA
Atlantic States BankAlpharetta, GA
Fdic Zip HHI
1295.53
Fdic Zip Top Bank Share Pct
21.03
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI38,661
Returns3,580
Stub 2
AGI77,107
Returns2,090
Stub 3
AGI102,081
Returns1,650
Soi Zip Total Business Income
60,865
Soi Zip Total Cap Gains
169,022
Soi Zip Total Dividends
71,397
Soi Zip Total Returns
17,710
Top Owner CRD
2494928
Trust Company Affiliate
No

People (5)

5
HAWK, WILLIAM, HEATH
Direct Owner · 37.5%
2494928
SFYRIS, VASILEIOS, ALEXIOS
Direct Owner · 37.5%
4026992
EILER, KRISTEN, MELANIE
Direct Owner · 17.5%
6376850
Stephanie Kane Jackels
Executive Officer · 2.5%
5928877
BRENT TAYLOR WILLIAMS
Executive Officer · 2.5%
6041738