SourcingSourcing

MENCH FINANCIAL INC

B64
CRD 106689·SEC 801-48232·CINCINNATI, OH
AUM
$130.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$392K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MENCH FINANCIAL INC
CRD
106689
SEC file #
801-48232
EIN
—
DBA names
—

Economics

AUM
$130.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$201.2M → $130.6M▼ -35%
Client mix
Individuals Other93
Individuals High Net Worth82
Charitable Organizations3
Corporations3
Pension Profit Sharing Plans2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
menchfin.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MENCH, THOMAS, STANLEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MENCH, THOMAS, STANLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MENCHFIN.COM
Rdap Domain Creation Date
2000-05-25T20:03:14Z
Rdap Firm Age Years
26
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
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2395
Soi Zip Pct 200k Plus
0.0901
Soi Zip Returns 200k Plus
880
Soi Zip Total AGI
925,626
Fdic Zip Total Deposits
9,914,694,000
Fdic Zip Branch Count
255
Fdic Zip Top Banks
PNC Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
E*trade4
Charles Schwab2
Fdic Zip Branches Raw
Society National BankCincinnati, OH
Bramble Federal Savings and Loan Association of CincinnatiCincinnati, OH
Fdic Zip HHI
1614.07
Fdic Zip Top Bank Share Pct
29.72
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-25T20:03:13Z
Rdap Domain Last Changed
2024-05-02T19:44:46Z
Rdap Nameservers
Ns91.worldnic.comNs92.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,892
Returns2,220
Stub 2
AGI90,999
Returns2,420
Stub 3
AGI108,709
Returns1,770
Soi Zip Total Business Income
25,248
Soi Zip Total Cap Gains
39,523
Soi Zip Total Dividends
36,509
Soi Zip Total Returns
9,770
Top Owner CRD
1959470
Trust Company Affiliate
No

People (3)

3
MENCH, THOMAS, STANLEY
IAR · Direct Owner · 87.5%
1959470
Tonia S Hahn
IAR
7110509
ANDREA ELIZABETH MENCH
IAR
5904161