SourcingSourcing

GULLANE CAPITAL, LLC

B51
CRD 313464·SEC 801-121629·JACKSONVILLE, FL
AUM
$145.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$436K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GULLANE CAPITAL, LLC
CRD
313464
SEC file #
801-121629
EIN
931959616
DBA names
—

Economics

AUM
$145.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$415.6M → $145.3M▼ -65%
Client mix
Pooled Investment Vehicles13

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
4 advisors → 1 advisors▼ -75%
Primary office
JACKSONVILLE FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
gullanecapital-irm.investorflow.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MILLER, RICHARD, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MILLER, RICHARD, A
MILLER, JENNIFER, MORRISON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
0001987485
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2023-07-26
Edgar Last Filing Date
2024-07-25
Edgar Form D Count
2
Edgar Form D Offerings
2024-07-252024-07-25 · 0001987485-24-000001
2023-07-262023-07-26 · 0001987485-23-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1227
Soi Zip Pct 200k Plus
0.039
Soi Zip Returns 200k Plus
1,170
Soi Zip Total AGI
2,067,858
Fdic Zip Total Deposits
14,315,576,000
Fdic Zip Branch Count
324
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, 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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
640 S. PERKINS ROADMEMPHIS, TN 38117
Business
640 S. PERKINS ROADMEMPHIS, TN 38117
Edgar EIN
931959616
Edgar Recent Filings
D/A2024-07-25 · 0001987485-24-000001
D2023-07-26 · 0001987485-23-000001
Fdic Zip Branches Raw
American National Bank of FloridaJacksonville, FL
SouthTrust Bank of Northeast Florida National AssociationJacksonville, FL
Fdic Zip HHI
936.15
Fdic Zip Top Bank Share Pct
21.32
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI138,237
Returns10,100
Stub 2
AGI352,044
Returns9,640
Stub 3
AGI270,772
Returns4,450
Soi Zip Total Business Income
38,633
Soi Zip Total Cap Gains
138,982
Soi Zip Total Dividends
64,591
Soi Zip Total Returns
30,000
Top Owner CRD
2753617
Trust Company Affiliate
No

People (4)

4
MILLER, RICHARD, A
IAR · Direct Owner · 87.5%
2753617
MILLER, JENNIFER, MORRISON
Executive Officer · 2.5%
7385917
POWERS, LAURA, LAKE
Executive Officer · 2.5%
6082123
SARAH JEAN SUTTON
Executive Officer · 2.5%
4151257