SourcingSourcing

AGP FRANKLIN, LLC

B55
CRD 331699·SEC 801-130499·FRANKLIN, TN
AUM
$247.1M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$741K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AGP FRANKLIN, LLC
CRD
331699
SEC file #
801-130499
EIN
992900130
DBA names
—

Economics

AUM
$247.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$195.2M → $247.1M▲ +27%
Client mix
Individuals Other371
Individuals High Net Worth85

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
strongtowerwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CROUCH, CHARLES, DAVID
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CROUCH, CHARLES, DAVID
LEWIS, EDWARD, BRETT
Solo Advisor Indicator
No
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
STRONGTOWERWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2020-07-21T20:23:08Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
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
0002056566
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001951757-26-000634

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Raymond James4
E*trade4
Edgar Addresses
Mailing
3326 ASPEN GROVE DRIVESUITE 602FRANKLIN, TN 37067
Business
3326 ASPEN GROVE DRIVESUITE 602FRANKLIN, TN 37067
Edgar EIN
992900130
Edgar Recent Filings
13F-HR2026-04-17 · 0001951757-26-000634
13F-HR2026-01-28 · 0001951757-26-000320
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-07-21T20:23:08Z
Rdap Domain Last Changed
2025-05-23T15:18:36Z
Rdap Nameservers
Dora.ns.cloudflare.comJake.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2122991
Trust Company Affiliate
No

People (3)

3
CROUCH, CHARLES, DAVID
IAR · Direct Owner · 62.5%
2122991
LEWIS, EDWARD, BRETT
IAR · Direct Owner · 62.5%
2248235
Ethan Pierce Pflug
IAR
7569627