RIA Intel›Advisers›New Hampshire›THEODORE SVIRBLY, SOLE PROPRIETOR

THEODORE SVIRBLY, SOLE PROPRIETOR

Advisory

NH

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account

$145K

across 22 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

22 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

WALKER CAPITAL PARTNERS, LLC

$3M

NORTHPORT HARBOR FINANCIAL SERVICES, LLC

$3M

JOHN ADDISON MERRILL

$4M

RAMPART WEALTH MANAGEMENT, LLC

$2M

KWM FINANCIAL LLC

$2M

RATIONAL FRONTIER ADVISORS, LLC

$2M

Get the full picture on THEODORE SVIRBLY, SOLE PROPRIETOR

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THEODORE SVIRBLY, SOLE PROPRIETOR and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans