SourcingSourcing

MARKETOCRACY MASTERS INC.

C32
CRD 314667·SEC 801-121705·NORTHVILLE, MI
AUM
$4.5M
<$25M
Est. Revenue
$45K
@ 1% on AUM
Est. EBITDA
$14K
@ 30% margin
Est. Deal Value
$108K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARKETOCRACY MASTERS INC.
CRD
314667
SEC file #
801-121705
EIN
—
DBA names
Marketocracy Masters Capital Management Llc

Economics

AUM
$4.5M
AUM band
<$25M
AUM trajectory
'23'26
$1.3M → $4.5M▲ +246%
Client mix
Individuals Other18

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
10 advisors → 3 advisors▼ -70%
Primary office
NORTHVILLE MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
marketocracymasters.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWNWORTH, GLEN, STEVEN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BROWNWORTH, GLEN, STEVEN
MITCHELL, ANTHONY, PHILIP-JUDE
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
MARKETOCRACYMASTERS.COM
Rdap Domain Creation Date
2020-11-22T21:27:34Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Interactive Brokers3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-22T21:27:34Z
Rdap Domain Last Changed
2024-11-23T12:00:55Z
Rdap Nameservers
Ns-1420.awsdns-49.orgNs-1719.awsdns-22.co.ukNs-221.awsdns-27.comNs-633.awsdns-15.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7375607
Trust Company Affiliate
No

People (7)

7
BROWNWORTH, GLEN, STEVEN
Direct Owner · 37.5%
7375607
MITCHELL, ANTHONY, PHILIP-JUDE
IAR · Direct Owner · 17.5%
7375606
ARCHER, JOHN, STAREK
Executive Officer · 2.5%
2415076
EUGENE ALLEN GROYSMAN
Executive Officer · 2.5%
4616900
HARDEN, KYLE, KAYNE
Executive Officer · 2.5%
7385857
QUIMBY, TERI, LYNN
Executive Officer · 2.5%
7385860
Daniel Steven Wieman
IAR
7405141