SourcingSourcing

KOESTEN HIRSCHMANN & CRABTREE, INC.

C40
CRD 107212·SEC 801-57971·OVERLAND PARK, KS
AUM
$668.3M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD
107212
SEC file #
801-57971
EIN
—
DBA names
Aspyre Wealth Partners

Economics

AUM
$668.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$345.0M → $668.3M▲ +94%
Client mix
Individuals Other172
Individuals High Net Worth157

Operations

Employees (total)
17
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
linkedin.com/company/aspyrewealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STARKEY, MATTHEW, DAVID
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
STARKEY, MATTHEW, DAVID
KOESTEN, STEWART, SOLOMON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3006500
Trust Company Affiliate
No

People (10)

10
MATTHEW DAVID STARKEY
Direct Owner · 62.5%
3006500
KOESTEN, STEWART, SOLOMON
IAR · Direct Owner · 17.5%
815552
BUCL, LUCAS, JAMES
IAR · Direct Owner · 17.5%
4552413
Chadd, JESSI, LYN
IAR · Direct Owner · 17.5%
5326985
Wysong, Colleen, Marie
Executive Officer · 2.5%
6918238
MELISSA DAWN RYAN
IAR
4641984
JONI KAY LINDQUIST
IAR
6187849
Angelina Hope Schuman
IAR
7476252
Connor Brooks Anderson
IAR
6395122
JOSLYN R BOYD
IAR
6310863