SourcingSourcing

VICKERMAN INVESTMENT ADVISORS, INC.

C35
CRD 313240·SEC 801-120620·SPOKANE, WA
AUM
$632.3M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VICKERMAN INVESTMENT ADVISORS, INC.
CRD
313240
SEC file #
801-120620
EIN
000000000
DBA names
—

Economics

AUM
$632.3M
AUM band
$500M-$1B
AUM trajectory
'22'26
$325.3M → $632.3M▲ +94%
Client mix
Individuals Other278
Individuals High Net Worth150
Corporations2
Charitable Organizations1

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
1 advisors → 5 advisors▲ +400%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
vickermandriscoll.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VICKERMAN, MICHAEL, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
VICKERMAN, MICHAEL, JAMES
GRASMICK, CHRISTOPHER, WILLIAM
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
ok
Rdap Domain
VICKERMANDRISCOLL.COM
Rdap Domain Creation Date
2004-02-05T20:08:43Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001898296
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2021-12-13
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001898296-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3306
Soi Zip Pct 200k Plus
0.1165
Soi Zip Returns 200k Plus
1850
Soi Zip Total AGI
1,855,005
Fdic Zip Total Deposits
10,651,286,000
Fdic Zip Branch Count
212
Fdic Zip Top Banks
Washington Trust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
108 N. WASHINGTON, SUITE 603SPOKANE, WA 99201
Business
108 N. WASHINGTON, SUITE 603SPOKANE, WA 99201
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-12 · 0001898296-26-000002
13F-HR2026-02-12 · 0001898296-26-000001
Fdic Zip Branches Raw
Washington Mutual, A FSBSpokane, WA
Seattle-First National BankSpokane, WA
Fdic Zip HHI
1350.64
Fdic Zip Top Bank Share Pct
21.57
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T20:08:43Z
Rdap Domain Last Changed
2026-01-06T04:14:43Z
Rdap Nameservers
Rosalyn.ns.cloudflare.comTerry.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI43,035
Returns3,480
Stub 2
AGI117,981
Returns3,190
Stub 3
AGI142,709
Returns2,310
Soi Zip Total Business Income
59,071
Soi Zip Total Cap Gains
163,660
Soi Zip Total Dividends
60,698
Soi Zip Total Returns
15,880
Top Owner CRD
2510165
Trust Company Affiliate
No

People (5)

5
VICKERMAN, MICHAEL, JAMES
IAR · Direct Owner · 62.5%
2510165
GRASMICK, CHRISTOPHER, WILLIAM
IAR · Direct Owner · 37.5%
4580168
HOUY, JEREMY, BRANDON
IAR · Direct Owner · 17.5%
4488876
Dylan Bohnert
IAR
8033858
Marcus Alexander Holzschuh
IAR
7896313