SourcingSourcing

C4M GLOBAL ADVISORS LLC

C39
CRD 326942·SEC 801-128181·ARLINGTON, VA
AUM
$16.3M
<$25M
Est. Revenue
$163K
@ 1% on AUM
Est. EBITDA
$49K
@ 30% margin
Est. Deal Value
$392K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
C4M GLOBAL ADVISORS LLC
CRD
326942
SEC file #
801-128181
EIN
—
DBA names
—

Economics

AUM
$16.3M
AUM band
<$25M
AUM trajectory
'25'26
$10.7M → $16.3M▲ +52%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ARLINGTON VA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
c4m.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COPE, JOSEPH, MICHAEL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COPE, JOSEPH, MICHAEL
COPE, KEVIN, PATRICK
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
C4M.COM
Rdap Domain Creation Date
1996-02-08T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
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
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-09T05:00:00Z
Rdap Domain Last Changed
2026-02-10T17:06:02Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4777695
Trust Company Affiliate
No

People (2)

2
COPE, JOSEPH, MICHAEL
Direct Owner · 37.5%
4777695
COPE, KEVIN, PATRICK
Direct Owner · 17.5%
2171115