SourcingSourcing

BROADVIEW MANAGEMENT, LLC

C44
CRD 334073·SEC 801-132028·ST. LOUIS, MO
AUM
$302.8M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$908K
@ 30% margin
Est. Deal Value
$7.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BROADVIEW MANAGEMENT, LLC
CRD
334073
SEC file #
801-132028
EIN
—
DBA names
—

Economics

AUM
$302.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$335.0M → $302.8M▼ -10%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
30
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'25'26
12 advisors → 13 advisors▲ +8%
Primary office
ST. LOUIS MO
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
03/31/2026
ADV-W filed at
—
Website
broadviewgroup.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE JASON M. LOGSDON REVOCABLE
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
THE JASON M. LOGSDON REVOCABLE
THE LOGSDON FAMILY TRUST DATED
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
BROADVIEWGROUP.COM
Rdap Domain Creation Date
2013-03-18T18:13:21Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-18T18:13:21Z
Rdap Domain Last Changed
2023-03-22T23:03:07Z
Rdap Nameservers
Ns-1485.awsdns-57.orgNs-1852.awsdns-39.co.ukNs-60.awsdns-07.comNs-860.awsdns-43.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
HUNTER, JACKSON, CLAY
Executive Officer · 2.5%
3093020
LOGSDON, JASON, MICHAEL
Executive Officer · 2.5%
3093110
OCONNELL, TIMOTHY, JOHN
Executive Officer · 2.5%
6710893