SourcingSourcing

AVAIL INVESTMENT PARTNERS, LLC

C30
CRD 315678·SEC 801-122134·LEMONT, PA
AUM
$184.5M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$553K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVAIL INVESTMENT PARTNERS, LLC
CRD
315678
SEC file #
801-122134
EIN
872069742
DBA names
—

Economics

AUM
$184.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$93.2M → $184.5M▲ +98%
Client mix
Individuals Other86
Individuals High Net Worth57
Investment Companies1

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'22'26
4 advisors → 6 advisors▲ +50%
Primary office
LEMONT PA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
linkedin.com/company/avail-investment-partners(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CABER, GEOFFREY, PATRICK
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
CABER, GEOFFREY, PATRICK
GREENFIELD, BRETT, A
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
fallback_guess:avail.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002134779
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0002134779-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
801-1 PIKE STREETLEMONT, PA 16851
Business
801-1 PIKE STREETLEMONT, PA 16851
Edgar EIN
872069742
Edgar Recent Filings
13F-HR2026-05-13 · 0002134779-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2294747
Trust Company Affiliate
No

People (9)

9
WILDY, MARTIN, ANTHONY
IAR · Direct Owner · 17.5%
4264267
GREENFIELD, BRETT, A
IAR · Direct Owner · 17.5%
4374103
VARNER, DEREK, WADE
IAR · Direct Owner · 17.5%
5627598
CABER, GEOFFREY, PATRICK
IAR · Direct Owner · 17.5%
2294747
STUART CHARLES FEINZIG
Direct Owner · 7.5%
1403118
ASHLEIGH COOPER SWAYZE
Executive Officer · 2.5%
4632543
MEREDITH HOVE HENDERSON
IAR
5797951
Arielle Nicole Buitenhuys
IAR
6914760
Roderick Ryan Hays
IAR
7340818