SourcingSourcing

MRWM CAPITAL MANAGEMENT, LLC

C34
CRD 336384·SEC 801-133901·NASHVILLE, TN
AUM
$8.8M
<$25M
Est. Revenue
$88K
@ 1% on AUM
Est. EBITDA
$26K
@ 30% margin
Est. Deal Value
$212K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MRWM CAPITAL MANAGEMENT, LLC
CRD
336384
SEC file #
801-133901
EIN
871541687
DBA names
—

Economics

AUM
$8.8M
AUM band
<$25M
AUM trajectory
'25'26
$7.3M → $8.8M▲ +21%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
linkedin.com/company/musicrowwealthmgt/home(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HACKNEY, JAMES, TRACY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HACKNEY, JAMES, TRACY
SALTER, SUZANNE, LOIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:mrwm.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001881906
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2021-10-05
Edgar Last Filing Date
2023-10-04
Edgar Form D Count
3
Edgar Form D Offerings
2023-10-042023-10-04 · 0001881906-23-000001
2022-10-042022-10-04 · 0001881906-22-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3551
Soi Zip Pct 200k Plus
0.2101
Soi Zip Returns 200k Plus
1,450
Soi Zip Total AGI
1,526,422
Fdic Zip Total Deposits
19,929,043,000
Fdic Zip Branch Count
207
Fdic Zip Top Banks
Bank of America, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
E*trade4
Edgar Addresses
Mailing
1614 16TH AVENUE SOUTHSUITE 101NASHVILLE, TN 37212
Business
1614 16TH AVENUE SOUTHSUITE 101NASHVILLE, TN 37212
Edgar EIN
871541687
Edgar Recent Filings
D/A2023-10-04 · 0001881906-23-000001
D/A2022-10-04 · 0001881906-22-000001
Fdic Zip Branches Raw
NationsBank of Tennessee, National AssociationNashville, TN
Third National Bank in NashvilleNashville, TN
Fdic Zip HHI
1370.48
Fdic Zip Top Bank Share Pct
24.59
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,330
Returns1,480
Stub 2
AGI51,236
Returns1,390
Stub 3
AGI63,494
Returns1,030
Soi Zip Total Business Income
153,042
Soi Zip Total Cap Gains
254,201
Soi Zip Total Dividends
62,167
Soi Zip Total Returns
6,900
Top Owner CRD
4475351
Trust Company Affiliate
No

People (3)

3
HACKNEY, JAMES, TRACY
IAR · Direct Owner · 87.5%
4475351
SUZANNE LOIS SALTER
Direct Owner · 17.5%
5402524
DAVIS, LAURA, JANE
IAR · Executive Officer · 2.5%
4969489