SourcingSourcing

FORMAN CAPITAL, LLC

B52
CRD 329537·SEC 801-129505·DELRAY BEACH, FL
AUM
$350.5M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORMAN CAPITAL, LLC
CRD
329537
SEC file #
801-129505
EIN
452001067
DBA names
—

Economics

AUM
$350.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$368.1M → $350.5M▼ -5%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
14
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
11 advisors → 11 advisors▬ 0%
Primary office
DELRAY BEACH FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
formancap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BDF FINANCIAL SERVICES INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BDF FINANCIAL SERVICES INC
JACOBSON CAPITAL GROUP LLC
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
FORMANCAP.COM
Rdap Domain Creation Date
2006-11-10T17:38:16Z
Rdap Firm Age Years
20
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 Cik
0001597948
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2014-03-27
Edgar Last Filing Date
2014-03-27
Edgar Form D Count
1
Edgar Form D Offerings
2014-03-272014-03-27 · 0001597948-14-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5085
Soi Zip Pct 200k Plus
0.3233
Soi Zip Returns 200k Plus
2,480
Soi Zip Total AGI
6,288,964
Fdic Zip Total Deposits
35,772,324,000
Fdic Zip Branch Count
431
Fdic Zip Top Banks
Bank of America, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
2875 SOUTH OCEAN BLVD.SUITE 200PALM BEACH, FL 33480
Business
2875 SOUTH OCEAN BLVD.SUITE 200PALM BEACH, FL 33480
Edgar EIN
452001067
Edgar Recent Filings
D2014-03-27 · 0001597948-14-000001
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Delray Beach, FL
Home Savings of America, FSBDelray Beach, FL
Fdic Zip HHI
712.78
Fdic Zip Top Bank Share Pct
19.93
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-10T17:38:16Z
Rdap Domain Last Changed
2025-11-11T16:03:58Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,597
Returns1,330
Stub 2
AGI37,528
Returns1,020
Stub 3
AGI52,958
Returns860
Soi Zip Total Business Income
138,962
Soi Zip Total Cap Gains
2,712,700
Soi Zip Total Dividends
564,815
Soi Zip Total Returns
7,670
Trust Company Affiliate
No

People (1)

1
JACOBSON, BENJAMIN, C
Executive Officer · 2.5%
5982521