SourcingSourcing

EVEN HERD LLC

B53
CRD 329728·SEC 801-129721·OKLAHOMA CITY, OK
AUM
$55.9M
$25M-$100M
Est. Revenue
$559K
@ 1% on AUM
Est. EBITDA
$168K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EVEN HERD LLC
CRD
329728
SEC file #
801-129721
EIN
—
DBA names
—

Economics

AUM
$55.9M
AUM band
$25M-$100M
AUM trajectory
'25'26
$52.5M → $55.9M▲ +6%
Client mix
Investment Companies1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
evenherd.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JURRENS, SAMUEL, NATHAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JURRENS, SAMUEL, NATHAN
CHRISTOPHER, KELLY, MELISSA
Solo Advisor Indicator
Yes
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
EVENHERD.COM
Rdap Domain Creation Date
2023-06-25T17:00:44Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1569
Soi Zip Pct 200k Plus
0.0532
Soi Zip Returns 200k Plus
190
Soi Zip Total AGI
275,778
Fdic Zip Total Deposits
9,868,110,000
Fdic Zip Branch Count
209
Fdic Zip Top Banks
Bank of America, National Association
Legacy Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fdic Zip Branches Raw
Guaranty Bank & Trust Co.Oklahoma City, OK
NationsBank, National AssociationOklahoma City, OK
Fdic Zip HHI
1627.04
Fdic Zip Top Bank Share Pct
26.34
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-06-25T17:00:44Z
Rdap Domain Last Changed
2024-10-28T15:54:52Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,839
Returns890
Stub 2
AGI43,584
Returns1,170
Stub 3
AGI38,620
Returns640
Soi Zip Total Business Income
6,426
Soi Zip Total Cap Gains
18,355
Soi Zip Total Dividends
11,461
Soi Zip Total Returns
3,570
Top Owner CRD
5805974
Trust Company Affiliate
No

People (2)

2
JURRENS, SAMUEL, NATHAN
Direct Owner · 87.5%
5805974
CHRISTOPHER, KELLY, MELISSA
Executive Officer · 2.5%
6000499