SourcingSourcing

THE NEMES RUSH GROUP, LLC

C40
CRD 312554·SEC 801-120727·NOVI, MI
AUM
$1.62B
$1B+
Est. Revenue
$16.2M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$38.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE NEMES RUSH GROUP, LLC
CRD
312554
SEC file #
801-120727
EIN
—
DBA names
—

Economics

AUM
$1.62B
AUM band
$1B+
AUM trajectory
'22'26
$923.5M → $1.62B▲ +75%
Client mix
Individuals Other418
Individuals High Net Worth341
Pension Profit Sharing Plans66
Corporations48
Charitable Organizations8

Operations

Employees (total)
17
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'22'26
6 advisors → 7 advisors▲ +17%
Primary office
NOVI MI
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/nemesrush(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEMES, CHARLES, LOUIS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
NEMES, CHARLES, LOUIS
RUSH, TIMOTHY, PATRICK
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:nemesrush.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 (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Pershing4
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1709986
Trust Company Affiliate
No

People (9)

9
RUSH, TIMOTHY, PATRICK
IAR · Direct Owner · 37.5%
2034701
NEMES, CHARLES, LOUIS
IAR · Direct Owner · 37.5%
1709986
Nemes, Christopher, Charles
IAR · Direct Owner · 17.5%
6957091
NEMES, BRIAN, LOUIS
IAR · Direct Owner · 17.5%
5749660
MILLAR, DAVID, RUSSELL
Executive Officer · 2.5%
3097309
COLLEEN ELIZABETH NEMES
IAR
7812768
MICHAEL P NEMES
IAR
5510470
ANDREW CHARLES NEMES
IAR
6518579
TANNAR MARTINES
IAR
8274759