SourcingSourcing

ATLANTIC UNION MUNICIPAL ADVISORS, INC

C50
CRD 329425·SEC 801-129419·GLEN ALLEN, VA
AUM
$134.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$403K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATLANTIC UNION MUNICIPAL ADVISORS, INC
CRD
329425
SEC file #
801-129419
EIN
—
DBA names
—

Economics

AUM
$134.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$185.4M → $134.3M▼ -28%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GLEN ALLEN VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ATLANTIC UNION BANK
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ATLANTIC UNION BANK
YORK, MITCHELL, PAUL
Solo Advisor Indicator
No
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
ok
Rdap Domain
VAMINT.COM
Rdap Domain Creation Date
2023-12-14T16:27:07Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
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 (13)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-14T16:27:07Z
Rdap Domain Last Changed
2024-04-09T18:35:10Z
Rdap Nameservers
Ns27.worldnic.comNs28.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
Spong, Ellen, Elizabeth
IAR · Executive Officer · 2.5%
7657793
OCKERMAN, JOHN, FOSTER
IAR · Executive Officer · 2.5%
5878736
YORK, MITCHELL, PAUL
IAR · Executive Officer · 2.5%
2836105
SOTHARA CHIN
Executive Officer · 2.5%
2063804