SourcingSourcing

FREIF ADVISORS LLC

C25
CRD 340426·SEC 801-135467·DENVER, CO
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FREIF ADVISORS LLC
CRD
340426
SEC file #
801-135467
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
69
Advisory staff (per ADV)
29
Advisory staff (5-yr trend)
—
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
forumig.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FORUM CAPITAL ADVISORS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
FORUM CAPITAL ADVISORS LLC
ALCOCK, HARRY, GEORGE
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORUMIG.COM
Rdap Domain Creation Date
2019-10-21T15:35:12Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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
0.3901
Soi Zip Pct 200k Plus
0.2071
Soi Zip Returns 200k Plus
3,110
Soi Zip Total AGI
3,610,486
Fdic Zip Total Deposits
113,477,350,000
Fdic Zip Branch Count
725
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Fdic Zip Branches Raw
Key Bank of ColoradoDenver, CO
Key Bank of ColoradoDenver, CO
Fdic Zip HHI
867.68
Fdic Zip Top Bank Share Pct
23.28
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-21T15:35:12Z
Rdap Domain Last Changed
2025-10-22T17:32:02Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,743
Returns2,250
Stub 2
AGI101,134
Returns2,650
Stub 3
AGI165,851
Returns2,700
Soi Zip Total Business Income
104,899
Soi Zip Total Cap Gains
668,806
Soi Zip Total Dividends
208,206
Soi Zip Total Returns
15,020
Trust Company Affiliate
No

People (6)

6
ALCOCK, HARRY, GEORGE
Executive Officer · 2.5%
8159339
Lee Beck
Executive Officer · 2.5%
2225933
FISK, DARREN, MCKEE
Executive Officer · 2.5%
6176642
MCAULIFFE, PAUL, JOSEPH
Executive Officer · 2.5%
1846473
RYAN, ELIZABETH, ANNE
Executive Officer · 2.5%
7084395
SUHR, EDIE, MARIE
Executive Officer · 2.5%
8057025