SourcingSourcing

INVESTOR'S ADVANTAGE L.L.C.

A75
CRD 315773·SEC 801-122067
AUM
$98.7M
$25M-$100M
Est. Revenue
$987K
@ 1% on AUM
Est. EBITDA
$296K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTOR'S ADVANTAGE L.L.C.
CRD
315773
SEC file #
801-122067
EIN
—
DBA names
Investor's Advantage

Economics

AUM
$98.7M
AUM band
$25M-$100M
AUM trajectory
'22'26
$117.4M → $98.7M▼ -16%
Client mix
Individuals Other57
Individuals High Net Worth25
Corporations5

Operations

Employees (total)
2
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 — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
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
BOURY, FADI
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOURY, FADI
BOURY, HANI, C.
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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Charles Schwab6
E*trade4
Interactive Brokers2
Firm Has Custody
No
Top Owner CRD
2275353
Trust Company Affiliate
No

People (2)

2
BOURY, FADI
IAR · Direct Owner · 87.5%
2275353
BOURY, HANI, C.
Direct Owner · 7.5%
4360982