SourcingSourcing

SOURCE CAPITAL, LLC

C42
CRD 325758·SEC 801-130796·ATLANTA, GA
AUM
$475.4M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOURCE CAPITAL, LLC
CRD
325758
SEC file #
801-130796
EIN
300811040
DBA names
—

Economics

AUM
$475.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$436.2M → $475.4M▲ +9%
Client mix
Pooled Investment Vehicles19

Operations

Employees (total)
18
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'25'26
14 advisors → 15 advisors▲ +7%
Primary office
ATLANTA GA
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
source-cap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARBIN, THOMAS, SHELOR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HARBIN, THOMAS, SHELOR
EMMONS, BENJAMIN, SPEAR
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
SOURCE-CAP.COM
Rdap Domain Creation Date
2002-06-18T14:21:15Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001635383
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-03-03
Edgar Last Filing Date
2015-03-03
Edgar Form D Count
1
Edgar Form D Offerings
2015-03-032015-03-03 · 0001635383-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Edgar Addresses
Mailing
C/O FRESH SOURCE CAPITAL, LLC250 MAIN STREET, P.O. BOX #425908CAMBRIDGE, MA 02142
Business
C/O FRESH SOURCE CAPITAL, LLC250 MAIN STREET, P.O. BOX #425908CAMBRIDGE, MA 02142
Edgar EIN
300811040
Edgar Recent Filings
D2015-03-03 · 0001635383-15-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-18T14:21:15Z
Rdap Domain Last Changed
2025-06-24T14:28:45Z
Rdap Nameservers
Dale.ns.cloudflare.comGail.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2928161
Trust Company Affiliate
No

People (4)

4
HARBIN, THOMAS, SHELOR
Direct Owner · 87.5%
2928161
EMMONS, BENJAMIN, SPEAR
Executive Officer · 2.5%
5026021
ROBERT ADAM LANGLEY
Executive Officer · 2.5%
4873010
STANDROD, JEREMY, LEE
Executive Officer · 2.5%
4643874