SourcingSourcing

SINDIA CAPITAL ADVISERS, LLC

B53
CRD 333325·SEC 801-131627·SOMERS POINT, NJ
AUM
$423.4M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SINDIA CAPITAL ADVISERS, LLC
CRD
333325
SEC file #
801-131627
EIN
—
DBA names
—

Economics

AUM
$423.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$419.1M → $423.4M▲ +1%
Client mix
Individuals Other5
Charitable Organizations4
Individuals High Net Worth3
Other1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SOMERS POINT NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHESSHIRE, JONATHAN, MOORE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CHESSHIRE, JONATHAN, MOORE
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

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
0.1838
Soi Zip Pct 200k Plus
0.0378
Soi Zip Returns 200k Plus
210
Soi Zip Total AGI
378,340
Fdic Zip Total Deposits
10,845,080,000
Fdic Zip Branch Count
156
Fdic Zip Top Banks
TD Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Jpmorgan2
Fdic Zip Branches Raw
Collective BankSomers Point, NJ
Berkeley Federal Bank and Trust, F.S.B.Somers Point, NJ
Fdic Zip HHI
1609.62
Fdic Zip Top Bank Share Pct
27.43
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,234
Returns1,560
Stub 2
AGI54,511
Returns1,490
Stub 3
AGI55,701
Returns910
Soi Zip Total Business Income
15,234
Soi Zip Total Cap Gains
11,393
Soi Zip Total Dividends
4,955
Soi Zip Total Returns
5,550
Top Owner CRD
4695441
Trust Company Affiliate
No

People (1)

1
CHESSHIRE, JONATHAN, MOORE
IAR · Direct Owner · 87.5%
4695441