SourcingSourcing

BANNER CAPITAL MANAGEMENT, LLC

C44
CRD 326949·SEC 801-130725·LEHI, UT
AUM
$527.2M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BANNER CAPITAL MANAGEMENT, LLC
CRD
326949
SEC file #
801-130725
EIN
000000000
DBA names
—

Economics

AUM
$527.2M
AUM band
$500M-$1B
AUM trajectory
'25'26
$523.3M → $527.2M▲ +1%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
LEHI UT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
bannercap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Ainge, Tanner, David
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Ainge, Tanner, David
BONUS, BIANCA, 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
BANNERCAP.COM
Rdap Domain Creation Date
2010-01-29T02:01:16Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001993322
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-10-05
Edgar Last Filing Date
2023-10-05
Edgar Form D Count
1
Edgar Form D Offerings
2023-10-052023-10-05 · 0001993322-23-000001

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
300 SOUTH 1350 EAST, 2ND FLOORLEHI, UT 84043
Business
300 SOUTH 1350 EAST, 2ND FLOORLEHI, UT 84043
Edgar EIN
000000000
Edgar Recent Filings
D2023-10-05 · 0001993322-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-29T02:01:16Z
Rdap Domain Last Changed
2026-01-29T17:34:05Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7770329
Trust Company Affiliate
No

People (3)

3
Ainge, Tanner, David
Direct Owner · 87.5%
7770329
BONUS, BIANCA, M.
Executive Officer · 2.5%
8057702
Broadbent, Mark, Joseph
Executive Officer · 2.5%
7770332