SourcingSourcing

TRM ADVISORS LP

B52
CRD 321278·SEC 801-130799·SOUTHFIELD, MI
AUM
$159.8M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$479K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRM ADVISORS LP
CRD
321278
SEC file #
801-130799
EIN
—
DBA names
—

Economics

AUM
$159.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$292.6M → $159.8M▼ -45%
Client mix
Pooled Investment Vehicles1
Other1

Operations

Employees (total)
9
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
9 advisors → 9 advisors▬ 0%
Primary office
SOUTHFIELD MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
trmequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRMA GP LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TRMA GP LLC
STONE, JEFFREY, ALAN
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
ok
Rdap Domain
TRMEQUITY.COM
Rdap Domain Creation Date
2019-12-06T17:19:15Z
Rdap Firm Age Years
7
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2227
Soi Zip Pct 200k Plus
0.0427
Soi Zip Returns 200k Plus
590
Soi Zip Total AGI
965,331
Fdic Zip Total Deposits
22,164,590,000
Fdic Zip Branch Count
309
Fdic Zip Top Banks
Comerica Bank
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Fdic Zip Branches Raw
Michigan National BankSouthfield, MI
Michigan National BankSouthfield, MI
Fdic Zip HHI
839.68
Fdic Zip Top Bank Share Pct
16.1
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-06T17:19:15Z
Rdap Domain Last Changed
2025-12-07T16:01:47Z
Rdap Nameservers
Ns13.domaincontrol.comNs14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,386
Returns4,050
Stub 2
AGI105,318
Returns2,850
Stub 3
AGI139,983
Returns2,260
Soi Zip Total Business Income
11,756
Soi Zip Total Cap Gains
27,507
Soi Zip Total Dividends
22,202
Soi Zip Total Returns
13,830
Trust Company Affiliate
No

People (2)

2
STONE, JEFFREY, ALAN
Direct Owner · 17.5%
4821101
SYLVESTER, ROBERT
Direct Owner · 17.5%
6596723