SourcingSourcing

INVESTMENT CONSULTANTS LLC

A87
CRD 314810·SEC 801-121405
AUM
$122.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$368K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT CONSULTANTS LLC
CRD
314810
SEC file #
801-121405
EIN
474077557
DBA names
—

Economics

AUM
$122.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$180.0M → $122.7M▼ -32%
Client mix
Individuals High Net Worth7
Other2
Individuals Other1
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
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/23/2026
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
GELA, WILLIAM, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GELA, WILLIAM, DANIEL
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
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
112,894
Form 5500 Compensation Trajectory 3y
2025112,894
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
112,894
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001665337
Edgar Registered
Yes
Edgar Filing Count
48
Edgar First Filing Date
2016-02-16
Edgar Last Filing Date
2026-03-24
Edgar 13f Count
46
Edgar 13f Latest AUM Estimate
Filing Date2026-03-03
Accession0001665337-26-000002

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
40950 WOODWARD AVESUITE 350BLOOMFIELD HILLS, MI 48304
Business
40950 WOODWARD AVESUITE 350BLOOMFIELD HILLS, MI 48304
Edgar EIN
474077557
Edgar Recent Filings
N-PX2026-03-24 · 0001665337-26-000003
13F-HR/A2026-03-03 · 0001665337-26-000002
Firm Has Custody
No
Top Owner CRD
1450633
Trust Company Affiliate
No

People (1)

1
GELA, WILLIAM, DANIEL
IAR · Direct Owner · 87.5%
1450633