SourcingSourcing

CQL CAPITAL MANAGEMENT

C45
CRD 319557·SEC 801-127290·CHESTERFIELD, MO
AUM
$27.4M
$25M-$100M
Est. Revenue
$274K
@ 1% on AUM
Est. EBITDA
$82K
@ 30% margin
Est. Deal Value
$659K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CQL CAPITAL MANAGEMENT
CRD
319557
SEC file #
801-127290
EIN
—
DBA names
—

Economics

AUM
$27.4M
AUM band
$25M-$100M
AUM trajectory
'25'26
$15.1M → $27.4M▲ +82%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
CHESTERFIELD MO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
cqlcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUSSON, JOHN, GEORGE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RUSSON, JOHN, GEORGE
LOPEZ, BRYAN, ARTURO
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
CQLCAP.COM
Rdap Domain Creation Date
2021-02-18T21:21:59Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, 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 (14)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-18T21:21:59Z
Rdap Domain Last Changed
2026-03-03T17:44:45Z
Rdap Nameservers
Ns1.turbify.comNs2.turbify.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2457873
Trust Company Affiliate
No

People (2)

2
JOHN GEORGE RUSSON
Direct Owner · 87.5%
2457873
LOPEZ, BRYAN, ARTURO
Executive Officer · 2.5%
6333826