SourcingSourcing

10ELMS LLP

B51
CRD 323398·SEC 801-131155·TULSA, OK
AUM
$120.6M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$362K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
10ELMS LLP
CRD
323398
SEC file #
801-131155
EIN
882890024
DBA names
—

Economics

AUM
$120.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$120.9M → $120.6M▬ 0%
Client mix
Individuals High Net Worth19
Individuals Other18

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
10elms.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUGER, RYAN, WILLIAM
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KRUGER, RYAN, WILLIAM
WHITE, BRADFORD, PETER
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
10ELMS.COM
Rdap Domain Creation Date
2021-08-02T15:30:26Z
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 Cik
0002056650
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-18
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002056650-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.346
Soi Zip Pct 200k Plus
0.1802
Soi Zip Returns 200k Plus
1,380
Soi Zip Total AGI
1,418,369
Fdic Zip Total Deposits
30,488,390,000
Fdic Zip Branch Count
312
Fdic Zip Top Banks
Bank of America, National Association
MidFirst Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
8721 SOUTH 79TH EAST AVENUETULSA, OK 74133
Business
8721 SOUTH 79TH EAST AVENUETULSA, OK 74133
Edgar EIN
882890024
Edgar Recent Filings
13F-HR2026-05-15 · 0002056650-26-000002
13F-HR2026-02-13 · 0002056650-26-000001
Fdic Zip Branches Raw
Bank IV Oklahoma, National AssociationTulsa, OK
Commercial Federal Bank, a Federal Savings BankTulsa, OK
Fdic Zip HHI
1318.49
Fdic Zip Top Bank Share Pct
29.47
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-02T15:30:26Z
Rdap Domain Last Changed
2025-08-03T16:16:12Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,490
Returns1,620
Stub 2
AGI56,116
Returns1,510
Stub 3
AGI70,349
Returns1,140
Soi Zip Total Business Income
43,658
Soi Zip Total Cap Gains
256,001
Soi Zip Total Dividends
85,970
Soi Zip Total Returns
7,660
Top Owner CRD
5425820
Trust Company Affiliate
No

People (4)

4
KRUGER, RYAN, WILLIAM
IAR · Direct Owner · 37.5%
5425820
WHITE, BRADFORD, PETER
IAR · Direct Owner · 37.5%
6520191
HAZZARD, JULIE, BRAKEY
IAR · Direct Owner · 7.5%
5982636
MICHAEL JONATHAN FINCH
IAR
6477940