SourcingSourcing

FUSCO FINANCIAL SERVICES INC

B59
CRD 106841·SEC 801-120373·WILTON MANORS, FL
AUM
$159.3M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$478K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FUSCO FINANCIAL SERVICES INC
CRD
106841
SEC file #
801-120373
EIN
—
DBA names
—

Economics

AUM
$159.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$118.1M → $159.3M▲ +35%
Client mix
Individuals Other85
Individuals High Net Worth48

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
WILTON MANORS FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
01/07/2026
ADV-W filed at
—
Website
fusco-finl.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOBDELL, JOHANNA, M.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LOBDELL, JOHANNA, M.
FUSCO, KENNETH, MICHAEL
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
FUSCO-FINL.COM
Rdap Domain Creation Date
1997-10-24T04:00:00Z
Rdap Firm Age Years
29
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
0.394
Soi Zip Pct 200k Plus
0.212
Soi Zip Returns 200k Plus
1,410
Soi Zip Total AGI
1,954,713
Fdic Zip Total Deposits
6,741,202,000
Fdic Zip Branch Count
106
Fdic Zip Top Banks
SunTrust Bank
JPMorgan Chase Bank, National Association

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
Sun Bank/South Florida, National AssociationWilton Manors, FL
Capital BankFort Lauderdale, FL
Fdic Zip HHI
1495.49
Fdic Zip Top Bank Share Pct
28.62
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-23T04:00:00Z
Rdap Domain Last Changed
2025-08-24T06:03:58Z
Rdap Nameservers
Ns1.digitalspaceportal.netNs2.digitalspaceportal.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,413
Returns1,370
Stub 2
AGI40,902
Returns1,100
Stub 3
AGI58,068
Returns930
Soi Zip Total Business Income
32,261
Soi Zip Total Cap Gains
423,174
Soi Zip Total Dividends
105,631
Soi Zip Total Returns
6,650
Top Owner CRD
2539587
Trust Company Affiliate
No

People (2)

2
LOBDELL, JOHANNA, M.
IAR · Direct Owner · 87.5%
2539587
FUSCO, KENNETH, MICHAEL
IAR · Executive Officer · 2.5%
216040