SourcingSourcing

KEIDAN FINANCIAL CONSULTANTS LLC

B57
CRD 108093·SEC 801-57002·COLUMBUS, OH
AUM
$574.9M
$500M-$1B
Est. Revenue
$5.7M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KEIDAN FINANCIAL CONSULTANTS LLC
CRD
108093
SEC file #
801-57002
EIN
—
DBA names
—

Economics

AUM
$574.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$296.7M → $574.9M▲ +94%
Client mix
Individuals High Net Worth152
Individuals Other32

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
keidanfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KEIDAN, ROBERT, STUART
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KEIDAN, ROBERT, STUART
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
KEIDANFINANCIAL.COM
Rdap Domain Creation Date
2000-12-13T21:24:41Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

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
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-13T21:24:41Z
Rdap Domain Last Changed
2025-11-28T12:02:11Z
Rdap Nameservers
Ns1.verio.comNs2.verio.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
703469
Trust Company Affiliate
No

People (2)

2
KEIDAN, ROBERT, STUART
IAR · Direct Owner · 87.5%
703469
ERIC STEVEN EBERTS
IAR
4898794