SourcingSourcing

SLP WEALTH LLC

C29
CRD 325631·SEC 801-127646·DURHAM, NC
AUM
$63.7M
$25M-$100M
Est. Revenue
$637K
@ 1% on AUM
Est. EBITDA
$191K
@ 30% margin
Est. Deal Value
$1.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SLP WEALTH LLC
CRD
325631
SEC file #
801-127646
EIN
—
DBA names
Slp Wealth

Economics

AUM
$63.7M
AUM band
$25M-$100M
AUM trajectory
'25'26
$29.2M → $63.7M▲ +118%
Client mix
Individuals Other1,641
Individuals High Net Worth16

Operations

Employees (total)
22
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'25'26
16 advisors → 15 advisors▼ -6%
Primary office
DURHAM NC
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
slpwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HORNSBY, TRAVIS, LEE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
HORNSBY, TRAVIS, LEE
MAHLMANN, CONOR, MICHAEL
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
SLPWEALTH.COM
Rdap Domain Creation Date
2023-02-06T15:00:16Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, 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
0.226
Soi Zip Pct 200k Plus
0.0907
Soi Zip Returns 200k Plus
1,000
Soi Zip Total AGI
956,068
Fdic Zip Total Deposits
123,803,356,000
Fdic Zip Branch Count
306
Fdic Zip Top Banks
Pacific Western Bank
Square 1 Bank

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
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
Mechanics & Farmers BankDurham, NC
Mechanics & Farmers BankDurham, NC
Fdic Zip HHI
3054.04
Fdic Zip Top Bank Share Pct
52.15
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-02-06T15:00:16Z
Rdap Domain Last Changed
2023-11-17T01:33:11Z
Rdap Nameservers
Cheryl.ns.cloudflare.comJack.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,244
Returns3,220
Stub 2
AGI100,944
Returns2,750
Stub 3
AGI99,566
Returns1,620
Soi Zip Total Business Income
40,205
Soi Zip Total Cap Gains
73,119
Soi Zip Total Dividends
25,057
Soi Zip Total Returns
11,020
Top Owner CRD
6094394
Trust Company Affiliate
No

People (16)

16
HORNSBY, TRAVIS, LEE
IAR · Direct Owner · 62.5%
6094394
Terwilliger, Simcha, Shachar
IAR · Direct Owner · 7.5%
6709279
MCGUIRE, MEAGAN, RAE
IAR · Direct Owner · 7.5%
6367566
MAHLMANN, CONOR, MICHAEL
IAR · Direct Owner · 7.5%
6435510
Nicholson, Carrie
Executive Officer · 2.5%
8027297
Christopher Cason Carbaugh
IAR
8187889
Bryan Lee Snapp
IAR
8221053
JARED COHEN COSTIGAN
IAR
7399691
Angela Marie Pack
IAR
7719899
David Albert Aizuss
IAR
7913233
Connor Scott Pierce
IAR
7971579
Scott Thomas McDonald
IAR
7767653
Samantha Lynn Heflin
IAR
7787291
Jacob Michael Courtney
IAR
7282960
Benjamin Joseph Lacomis
IAR
6820579
Sariah Alexis Tolsma
IAR
6311005