SourcingSourcing

MODELL CAPITAL MANAGEMENT LLC

C30
CRD 339228·SEC 801-134961·BLOOMFIELD HILLS, MI
AUM
$1.88B
$1B+
Est. Revenue
$18.8M
@ 1% on AUM
Est. EBITDA
$5.7M
@ 30% margin
Est. Deal Value
$45.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MODELL CAPITAL MANAGEMENT LLC
CRD
339228
SEC file #
801-134961
EIN
—
DBA names
—

Economics

AUM
$1.88B
AUM band
$1B+
AUM trajectory
—
Client mix
Individuals Other270
Individuals High Net Worth101
Corporations10
Pension Profit Sharing Plans7
Charitable Organizations5

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/12/2026
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
MODELL CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
MODELL CAPITAL LLC
MODELL, JEREMY, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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
0.5134
Soi Zip Pct 200k Plus
0.2945
Soi Zip Returns 200k Plus
2,530
Soi Zip Total AGI
2,985,522
Fdic Zip Total Deposits
37,498,398,000
Fdic Zip Branch Count
297
Fdic Zip Top Banks
Comerica Bank
The PrivateBank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Fdic Zip Branches Raw
Republic BankBloomfield Hills, MI
Standard Federal BankBloomfield Hills, MI
Fdic Zip HHI
1313.98
Fdic Zip Top Bank Share Pct
28.86
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,316
Returns1,770
Stub 2
AGI34,214
Returns930
Stub 3
AGI48,554
Returns780
Soi Zip Total Business Income
74,599
Soi Zip Total Cap Gains
517,848
Soi Zip Total Dividends
185,952
Soi Zip Total Returns
8,590
Trust Company Affiliate
No

People (3)

3
MODELL, JEREMY, JOSEPH
IAR · Executive Officer · 2.5%
2729149
Powers, Jake, Mitchell
IAR · Executive Officer · 2.5%
7870041
ALEXANDER W STREK
IAR
6089514