SourcingSourcing

EAGLE'S CREST ADVISORS, LLC

C41
CRD 335252·SEC 801-132362·HUNTINGTON, NY
AUM
$65.3M
$25M-$100M
Est. Revenue
$653K
@ 1% on AUM
Est. EBITDA
$196K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAGLE'S CREST ADVISORS, LLC
CRD
335252
SEC file #
801-132362
EIN
—
DBA names
—

Economics

AUM
$65.3M
AUM band
$25M-$100M
AUM trajectory
'25'26
$30.6M → $65.3M▲ +114%
Client mix
Individuals High Net Worth21
Individuals Other17

Operations

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

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/07/2026
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
OONNOONNY, ABEL, LUKOSE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OONNOONNY, ABEL, LUKOSE
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

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3121406
Trust Company Affiliate
No

People (2)

2
OONNOONNY, ABEL, LUKOSE
IAR · Direct Owner · 87.5%
3121406
Imtiyaz Muhamed Nathoo
IAR
5776479