SourcingSourcing

DEMARCHE ASSOCIATES INC

C31
CRD 105500·SEC 801-11574·OVERLAND PARK, KS
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
DEMARCHE ASSOCIATES INC
CRD
105500
SEC file #
801-11574
EIN
—
DBA names
Demarche

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans16
Other13
Charitable Organizations8
State Or Municipal Govt3

Operations

Employees (total)
22
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
21 advisors → 16 advisors▼ -24%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisersPublication of periodicalsEducational Seminars Workshops
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
demarche.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBERT F. MARCHESI QUALIFIED
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
ROBERT F. MARCHESI QUALIFIED
WOOLWINE, THOMAS, CONRAD
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
DEMARCHE.COM
Rdap Domain Creation Date
1996-12-27T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
48
Form 5500 Total Compensation
520,425
Form 5500 Compensation Trajectory 3y
2025369,500
2026150,925
20240
Form 5500 Plan Count Trajectory 3y
20253
20241
20261
Schedule C Total Compensation
520,425
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-26T05:00:00Z
Rdap Domain Last Changed
2025-10-29T06:07:15Z
Rdap Nameservers
Ns61.worldnic.comNs62.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (13)

13
WOOLWINE, THOMAS, CONRAD
IAR · Direct Owner · 17.5%
2600807
LENNARD, DONALD, H
IAR · Executive Officer · 2.5%
4530485
VANWAGONER, MARGARET, ELIZABETH
IAR · Executive Officer · 2.5%
2595167
PICKERT, RYAN, MICHAEL
IAR · Executive Officer · 2.5%
6110885
MARCHESI, TIMOTHY, JOHN
IAR · Executive Officer · 2.5%
3241095
DYKSTAL, JAMES, FREDERICK
IAR · Executive Officer · 2.5%
2767189
DOROW, MARTIN, JOSEPH
IAR · Executive Officer · 2.5%
3007100
STRUMPF, ADAM, J
IAR · Executive Officer · 2.5%
4529457
Cornwell, Fred, V
Executive Officer · 2.5%
6773546
BROOKE MICHAL GARCIA
Executive Officer · 2.5%
6229394
MICHAEL RYAN MARSH
Executive Officer · 2.5%
4964010
TRAVIS CHRISTIAN NEWMAN
Executive Officer · 2.5%
5915884
Mark A Andes
IAR
6884973