SourcingSourcing

TABERNACLE EQUITY MANAGEMENT LLC

C43
CRD 336248·SEC 801-133012·SOUTHLAKE, TX
AUM
$41.5M
$25M-$100M
Est. Revenue
$415K
@ 1% on AUM
Est. EBITDA
$125K
@ 30% margin
Est. Deal Value
$996K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TABERNACLE EQUITY MANAGEMENT LLC
CRD
336248
SEC file #
801-133012
EIN
—
DBA names
—

Economics

AUM
$41.5M
AUM band
$25M-$100M
AUM trajectory
'25'26
$48.8M → $41.5M▼ -15%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
4 advisors → 7 advisors▲ +75%
Primary office
SOUTHLAKE TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
tabernacleequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GATLIN, ROSS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GATLIN, ROSS
Rex, David, Curtis
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
TABERNACLEEQUITY.COM
Rdap Domain Creation Date
2022-10-19T20:41:24Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Domain.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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-19T20:41:24Z
Rdap Domain Last Changed
2025-09-29T07:39:26Z
Rdap Nameservers
Ns1.dotster.comNs2.dotster.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
6048336
Trust Company Affiliate
No

People (2)

2
GATLIN, ROSS
Direct Owner · 62.5%
6048336
Rex, David, Curtis
Executive Officer · 2.5%
8066522