SourcingSourcing

EL MENUDO CUENTA LLC

C31
CRD 328439·SEC 801-129199·MIAMI, FL
AUM
$4K
<$25M
Est. Revenue
$36
@ 1% on AUM
Est. EBITDA
$10.8
@ 30% margin
Est. Deal Value
$86.4
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EL MENUDO CUENTA LLC
CRD
328439
SEC file #
801-129199
EIN
—
DBA names
—

Economics

AUM
$4K
AUM band
<$25M
AUM trajectory
'25'26
$3K → $4K▲ +22%
Client mix
Individuals Other11

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsEducational Seminars Workshops
Fee basis
Fixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
elmenudocuenta.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SERBIA, FRANCISCO, X
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SERBIA, FRANCISCO, X
ASILIS, CARLOS, MANUEL
Solo Advisor Indicator
Yes
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
ELMENUDOCUENTA.COM
Rdap Domain Creation Date
2019-10-07T16:57:56Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Register.com - Network Solutions, 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
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-07T16:57:56Z
Rdap Domain Last Changed
2025-09-07T06:33:07Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4206804
Trust Company Affiliate
No

People (5)

5
SERBIA, FRANCISCO, X
Direct Owner · 62.5%
4206804
ASILIS, CARLOS, MANUEL
Direct Owner · 17.5%
2574188
DARSHAN NIRANJAN BHATT
Direct Owner · 17.5%
4257912
MORGAN, THOMAS, KENNETH
Direct Owner · 17.5%
5917608
ROBERT ELBERT SWIGERT
Direct Owner · 7.5%
5846103