SourcingSourcing

COMPREHENSIVE FINANCIAL PLANNING INC

A80
CRD 109822·SEC 801-31935·OKLAHOMA CITY, OK
AUM
$176.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$528K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMPREHENSIVE FINANCIAL PLANNING INC
CRD
109822
SEC file #
801-31935
EIN
232286563
DBA names
—

Economics

AUM
$176.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$115.0M → $176.0M▲ +53%
Client mix
Individuals Other93
Individuals High Net Worth7

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVANS, DAVID, KARL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EVANS, DAVID, KARL
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
391,638
Form 5500 Compensation Trajectory 3y
2025370,902
202620,736
Form 5500 Plan Count Trajectory 3y
20255
20261
Schedule C Total Compensation
391,638
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0002044855
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-29
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0002044855-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5995 LEMON STREETEAST PETERSBURG, PA 17520
Business
5995 LEMON STREETEAST PETERSBURG, PA 17520
Edgar EIN
232286563
Edgar Recent Filings
13F-HR2026-04-07 · 0002044855-26-000002
13F-HR2026-02-11 · 0002044855-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1060172
Trust Company Affiliate
No

People (1)

1
EVANS, DAVID, KARL
IAR · Direct Owner · 87.5%
1060172