FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
B59
CRD 109036·SEC 801-56587·COLORADO SPRINGS, CO
AUM
$905.2M
$500M-$1B
Est. Revenue
$9.1M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $860.9M
'21 · $955.1M
'22 · $851.5M
'23 · $915.8M
'25 · $956.1M
'26 · $905.2M
'20'26
$860.9M → $905.2M▲ +5%
Client mix
| Individuals High Net Worth | 1,280 |
| Individuals Other | 995 |
| Charitable Organizations | 23 |
| Corporations | 15 |
| Pension Profit Sharing Plans | 14 |
Operations
Advisory staff (5-yr trend)
'20 · 19 advisors
'21 · 10 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 14 advisors
'26 · 12 advisors
'20'26
19 advisors → 12 advisors▼ -37%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Goldman Sachs | 4 |
| Apex Clearing | 4 |
Full
| Goldman Sachs | 8 |
| Charles Schwab | 6 |
| Apex Clearing | 6 |
| E*trade | 4 |
| Folio Institutional | 1 |