SourcingSourcing

917 ADVISORY SERVICES LLC

B53
CRD 331476·SEC 801-130529·SPOKANE, WA
AUM
$167.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$503K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
917 ADVISORY SERVICES LLC
CRD
331476
SEC file #
801-130529
EIN
—
DBA names
—

Economics

AUM
$167.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$130.2M → $167.5M▲ +29%
Client mix
Individuals Other132
Individuals High Net Worth58
Pension Profit Sharing Plans5

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
SPOKANE WA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
johnschram.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHRAM, JOHN, AARON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCHRAM, JOHN, AARON
MILLER, BARBARA, JOY
Solo Advisor Indicator
No
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
JOHNSCHRAM.COM
Rdap Domain Creation Date
2016-02-24T22:59:11Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1627
Soi Zip Pct 200k Plus
0.0473
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
225,059
Fdic Zip Total Deposits
9,626,525,000
Fdic Zip Branch Count
97
Fdic Zip Top Banks
Washington Trust Bank
Washington Mutual 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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
U.S. Bank of Washington, National AssociationSpokane, WA
Washington Trust BankSpokane, WA
Fdic Zip HHI
7988.16
Fdic Zip Top Bank Share Pct
89.1
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-24T22:59:11Z
Rdap Domain Last Changed
2021-11-16T22:38:22Z
Rdap Nameservers
Dns1.register.comDns2.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,991
Returns890
Stub 2
AGI40,990
Returns1,120
Stub 3
AGI33,467
Returns550
Soi Zip Total Business Income
5,401
Soi Zip Total Cap Gains
7,471
Soi Zip Total Dividends
4,127
Soi Zip Total Returns
3,380
Top Owner CRD
2397137
Trust Company Affiliate
No

People (3)

3
SCHRAM, JOHN, AARON
IAR · Direct Owner · 87.5%
2397137
MILLER, BARBARA, JOY
IAR · Executive Officer · 2.5%
5528952
JOI RENE LIBSACK
IAR
2709927