SourcingSourcing

BULLTICK4U ADVISOR, LLC

C34
CRD 319418·SEC 801-126804·MIAMI, FL
AUM
$143K
<$25M
Est. Revenue
$1K
@ 1% on AUM
Est. EBITDA
$428.328
@ 30% margin
Est. Deal Value
$3K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BULLTICK4U ADVISOR, LLC
CRD
319418
SEC file #
801-126804
EIN
—
DBA names
—

Economics

AUM
$143K
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other5

Operations

Employees (total)
10
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
bulltick4u.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BULLTICK4U INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BULLTICK4U INC.
BANUELOS CAAMANO, HUMBERTO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BULLTICK4U.COM
Rdap Domain Creation Date
2021-06-17T14:43:27Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Wild West Domains, 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 (13)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-17T14:43:27Z
Rdap Domain Last Changed
2025-06-18T18:19:02Z
Rdap Nameservers
Ns1-08.azure-dns.comNs2-08.azure-dns.netNs3-08.azure-dns.orgNs4-08.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
HUMBERTO BANUELOS CAAMANO
Executive Officer · 2.5%
5156168
GENEMARIE BIERLEY EGUILIOR
Executive Officer · 2.5%
2309541
WILLIAM ALBERT HERRERA
Executive Officer · 2.5%
2153052