SourcingSourcing

ABS LEGACY PARTNERS, LLC

B54
CRD 325604·SEC 801-127615·HICKORY, NC
AUM
$670.8M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABS LEGACY PARTNERS, LLC
CRD
325604
SEC file #
801-127615
EIN
—
DBA names
—

Economics

AUM
$670.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$615.5M → $670.8M▲ +9%
Client mix
Individuals High Net Worth18
Corporations8
Individuals Other6
Charitable Organizations4

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HICKORY NC
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
abslegacypartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMMONS, ANGELA, B.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SIMMONS, ANGELA, B.
Solo Advisor Indicator
Yes
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
ABSLEGACYPARTNERS.COM
Rdap Domain Creation Date
2011-08-30T13:31:46Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Bluehost Inc.

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
0.2092
Soi Zip Pct 200k Plus
0.07
Soi Zip Returns 200k Plus
1,740
Soi Zip Total AGI
2,145,509
Fdic Zip Total Deposits
46,735,173,000
Fdic Zip Branch Count
660
Fdic Zip Top Banks
Branch Banking and Trust Company
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade5
Fdic Zip Branches Raw
First-Citizens Bank & Trust CompanyHickory, NC
First-Citizens Bank & Trust CompanyHickory, NC
Fdic Zip HHI
910.63
Fdic Zip Top Bank Share Pct
16.7
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T13:31:46Z
Rdap Domain Last Changed
2025-08-15T10:27:13Z
Rdap Nameservers
Amos.ns.cloudflare.comOlga.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI87,332
Returns6,830
Stub 2
AGI249,785
Returns6,770
Stub 3
AGI232,843
Returns3,800
Soi Zip Total Business Income
69,571
Soi Zip Total Cap Gains
144,295
Soi Zip Total Dividends
58,617
Soi Zip Total Returns
24,860
Top Owner CRD
4555736
Trust Company Affiliate
No

People (1)

1
SIMMONS, ANGELA, B.
IAR · Direct Owner · 87.5%
4555736