SourcingSourcing

CHRISTOPHER & CO., LLC

C36
CRD 325504·SEC 801-130997·AUSTIN, TX
AUM
$913.8M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHRISTOPHER & CO., LLC
CRD
325504
SEC file #
801-130997
EIN
—
DBA names
—

Economics

AUM
$913.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$776.2M → $913.8M▲ +18%
Client mix
Pooled Investment Vehicles25

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
3 advisors → 5 advisors▲ +67%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHRISTOPHER, CLAYTON, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHRISTOPHER, CLAYTON, CHARLES
KAPSNER, PAUL, M
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
ASTOCONSUMER.COM
Rdap Domain Creation Date
2024-01-30T19:17:51Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
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
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-01-30T19:17:51Z
Rdap Domain Last Changed
2024-03-01T13:49:07Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6563630
Trust Company Affiliate
No

People (3)

3
CHRISTOPHER, CLAYTON, CHARLES
Direct Owner · 87.5%
6563630
KAPSNER, PAUL, M
Executive Officer · 2.5%
6022521
BOGNER, HARRIS, JASON
Executive Officer · 2.5%
2758877