SourcingSourcing

HEDGES ASSET MANAGEMENT LLC

A81
CRD 313637·SEC 801-121018
AUM
$178.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$534K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HEDGES ASSET MANAGEMENT LLC
CRD
313637
SEC file #
801-121018
EIN
861343513
DBA names
—

Economics

AUM
$178.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$174.3M → $178.0M▲ +2%
Client mix
Individuals High Net Worth27
Pension Profit Sharing Plans1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
01/09/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEDGES, WILLIAM, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HEDGES, WILLIAM, THOMAS
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
0001906202
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2022-02-08
Edgar Last Filing Date
2026-01-27
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-01-27
Accession0002085853-26-000100

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2669 RODNEY DRIVERENO, NV 89509
Business
2669 RODNEY DRIVERENO, NV 89509
Edgar EIN
861343513
Edgar Recent Filings
13F-HR2026-01-27 · 0002085853-26-000100
13F-HR2025-10-08 · 0002085853-25-000036
Firm Has Custody
No
Top Owner CRD
1031636
Trust Company Affiliate
No

People (1)

1
WILLIAM THOMAS HEDGES
Direct Owner · 87.5%
1031636