SourcingSourcing

ADVR, INC

C38
CRD 318823·SEC 801-128856·CHARLESTON, SC
AUM
$126.8M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$380K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVR, INC
CRD
318823
SEC file #
801-128856
EIN
392147719
DBA names
Advisor.com

Economics

AUM
$126.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$51.3M → $126.8M▲ +147%
Client mix
Individuals Other403
Individuals High Net Worth23

Operations

Employees (total)
12
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
instagram.com/awmdotco(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STUNZI, HUNTER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
STUNZI, HUNTER
WALKABOUT VENTURES FUND III LP
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:advr.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002070018
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-05-23
Edgar Last Filing Date
2025-05-23
Edgar Form D Count
1
Edgar Form D Offerings
2025-05-232025-05-23 · 0002070018-25-000001

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Altruist4
E*trade4
Edgar Addresses
Mailing
525 KING STREET, SUITE BCHARLESTON, SC 29403
Business
525 KING STREET, SUITE BCHARLESTON, SC 29403
Edgar EIN
392147719
Edgar Recent Filings
D2025-05-23 · 0002070018-25-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5307588
Trust Company Affiliate
No

People (8)

8
STUNZI, HUNTER
Direct Owner · 37.5%
5307588
EUDY, JANE, ROUNTREE
Direct Owner · 7.5%
2197041
Mettler, Chris, J
Direct Owner · 7.5%
7555646
SWANSON, STEVEN, DEAN
Direct Owner · 7.5%
2409308
HOWELL, SCOTT, SCHUMACHER
Executive Officer · 2.5%
4210917
Kellen Patrick Thayer
IAR
6668417
Trigg Lewis Williamson
IAR
7024411
MICHAEL M WILLIAMSON
IAR
5963437