SourcingSourcing

TRUMBOWER FINANCIAL ADVISORS LLC

C32
CRD 107495·SEC 801-51817·BETHESDA, MD
AUM
$1.98B
$1B+
Est. Revenue
$19.8M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$47.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUMBOWER FINANCIAL ADVISORS LLC
CRD
107495
SEC file #
801-51817
EIN
—
DBA names
—

Economics

AUM
$1.98B
AUM band
$1B+
AUM trajectory
'20'26
$1.17B → $1.98B▲ +69%
Client mix
Individuals High Net Worth159
Individuals Other87

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
5 advisors → 8 advisors▲ +60%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitymedium confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
trufinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRUMBOWER, VICTORIA, MARTHA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TRUMBOWER, VICTORIA, MARTHA
BRESNAN, CHRISTINA, LYNN
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
TRUFINANCIAL.COM
Rdap Domain Creation Date
1998-06-16T04:00:00Z
Rdap Firm Age Years
28
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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Window
Fidelity1
Full
E*trade4
Fidelity3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-06-15T04:00:00Z
Rdap Domain Last Changed
2026-04-16T06:38:40Z
Rdap Nameservers
Ns10.hostingats.comNs11.hostingats.comNs12.hostingats.comNs13.hostingats.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2587423
Trust Company Affiliate
No

People (6)

6
TRUMBOWER, VICTORIA, MARTHA
IAR · Direct Owner · 87.5%
2587423
BRESNAN, CHRISTINA, LYNN
IAR · Executive Officer · 2.5%
3037911
Robert Jonathan Speece
IAR
7185598
BRAD CHRISTOPHER NEUMANN
IAR
4706942
MICHAEL RAYMOND PERHAC
IAR
4860329
HEATH ALLEN BREWER
IAR
3127453