SourcingSourcing

1787FP INVESTMENT SERVICES, LLC

B57
CRD 328273·SEC 801-129191·MCLEAN, VA
AUM
$9.1M
<$25M
Est. Revenue
$91K
@ 1% on AUM
Est. EBITDA
$27K
@ 30% margin
Est. Deal Value
$219K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1787FP INVESTMENT SERVICES, LLC
CRD
328273
SEC file #
801-129191
EIN
—
DBA names
Benjamins Money

Economics

AUM
$9.1M
AUM band
<$25M
AUM trajectory
'25'26
$12.5M → $9.1M▼ -27%
Client mix
Individuals High Net Worth5

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
twitter.com/1787fp?lang=en(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
1787 FINANCIAL CORPORATION, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
1787 FINANCIAL CORPORATION, INC.
BORNO, JEAN, JACQUES
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:1787fp.com

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 (8)

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
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
JEAN JACQUES BORNO
Direct Owner · 87.5%
2268860