Eidelman Virant Capital

Name

Eidelman Virant Capital

Website

https://eidelmanvirant.com

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Eidelman Virant Capital is a small private financial services firm in St Louis, founded in 1982, offering tax preparation, investment advice, asset management, and consulting services with a headcount of 1-10 employees. Its current web presence is inactive.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Tax preparation services
• Investment advisory
• Asset management
• Financial consulting
• Wealth advisory

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

Eidelman Virant Capital is a St. Louis-based financial firm providing tax return preparation, investment advisory, asset management, and financial consulting services. The firm has been operating since 1982 and serves a small client base with personalized financial guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Return Preparation Preparation of tax returns for individual clients as part of the firm's core financial service offering.
• Investment Advice Personalized investment advice provided to clients to support their financial planning and portfolio decisions.
• Asset Management Ongoing management of client assets to align with financial goals and risk tolerance.
• Financial Consulting Financial consulting services provided to clients on personal financial matters and planning.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• LPL Financial Holdings: Largest independent broker-dealer in the U.S., supporting thousands of independent financial advisors who deliver investment advisory and wealth management to individuals. Comparable as a platform enabling independent advisors to deliver the same bundled investment/tax-adjacent services.
• H&R Block: Kansas City-based tax preparation firm that has expanded into financial advisory and wealth management products for individual clients. Comparable in combining tax preparation with adjacent financial services to individual consumers, though operating at national retail scale.
• Fisher Investments: Privately held investment advisory and asset management firm serving individual and institutional clients with discretionary portfolio management. Comparable as a pure-play investment advisory firm, though substantially larger and operating a centralized manager model.
• Waddell & Reed Financial: Long-standing asset management and financial advisory firm serving individual investors through affiliated advisors. Comparable as a multi-decade investment advisory and asset management firm, though materially larger and now operating under Macquarie Asset Management ownership.
• Cetera Financial Group: Independent broker-dealer and registered investment advisor supporting independent financial advisors delivering wealth management, investment advisory, and financial planning to individual clients. Comparable in supporting independent advisory practices similar in structure to Eidelman Virant Capital.
• Edward Jones: St Louis-headquartered financial services firm providing personalized investment advice, retirement planning, and wealth management to individual investors through a vast branch-based advisor network. Directly comparable as a long-tenured, relationship-driven investment advisory model, though at vastly greater scale.

Broad incumbents

• Stifel Financial: St Louis-based full-service broker-dealer and wealth manager offering investment advisory, asset management, and capital markets services. Comparable as a fellow St Louis wealth management incumbent, but materially larger and broader in scope including institutional and corporate banking.
• Charles Schwab: National brokerage and registered investment advisor platform offering investment advice, portfolio management, and wealth planning to individual investors. Comparable in the investment advice and asset management activity, but competes from a mass-market, technology-led position.
• Robert W. Baird: Employee-owned wealth management and capital markets firm with a sizable private wealth management practice serving individuals and families. Comparable as a relationship-driven wealth management provider, though with much broader institutional and capital markets capabilities.
• Raymond James Financial: Diversified financial services holding company with a large wealth management division serving individuals through affiliated advisors. Comparable as a destination for individual investment advice and asset management, but operates as a much larger diversified platform with capital markets and banking arms.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eidelman Virant Capital