SourcingSourcing

WESTMINSTER FINANCIAL ADVISORY CORP

C40
CRD 110283·SEC 801-29690·BEAVERCREEK, OH
AUM
$1.36B
$1B+
Est. Revenue
$13.6M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTMINSTER FINANCIAL ADVISORY CORP
CRD
110283
SEC file #
801-29690
EIN
—
DBA names
—

Economics

AUM
$1.36B
AUM band
$1B+
AUM trajectory
'20'26
$371.1M → $1.36B▲ +267%
Client mix
Individuals Other1,629
Individuals High Net Worth306
Pension Profit Sharing Plans72
Corporations22

Operations

Employees (total)
43
Advisory staff (per ADV)
41
Advisory staff (5-yr trend)
'20'26
15 advisors → 41 advisors▲ +173%
Primary office
BEAVERCREEK OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed feesCommissions

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
westminsterfinanical.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WESTMINSTER FINANCIAL COMPANIES,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WESTMINSTER FINANCIAL COMPANIES,
BRAZIE, LAWRENCE, MILES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WESTMINSTERFINANICAL.COM
Rdap Domain Creation Date
2022-03-27T15:24:44Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Name.com, 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 (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
40
Bc Firm Active IA Count
42
Bc Firm IAR Count
42
Custodian Candidates
Full
Fidelity5
E*trade4
Pershing3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-27T15:24:44Z
Rdap Domain Last Changed
2026-03-05T16:31:15Z
Rdap Nameservers
Ns1cmt.name.comNs2cqs.name.comNs3npv.name.comNs4lny.name.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (42)

42
TRUNCK, JESSICA, MARIE
IAR · Executive Officer · 2.5%
4561886
BRAZIE, LAWRENCE, MILES
IAR · Executive Officer · 2.5%
857097
BRAZIE, MORGAN, PHILLIP
IAR · Executive Officer · 2.5%
6230656
Grant Patrick Samuel Francis
IAR
7532938
VORAS KERNS HAYNES
IAR
1524670
CLIFFORD EARLE MARSTILLER
IAR
1387237
DREW ALAN BRAZIE
IAR
1396284
KIRK WILSON STAGER
IAR
2785614
BRENDA LYNNE LARKIN
IAR
1681471
ROBERT JOSEPH CARON
IAR
4592041
MICHAEL WILLIAM SUHAY
IAR
4729743
VIVIENNE KAY NOUFER
IAR
1393992
SMITH, BRADLEY, RAY
IAR
4420750
PAUL ALAN BRAZIE
IAR
4253686
LOUIS JAMES ZONE
IAR
477106
JOHANN NANAYAKKARA
IAR
712127
JAMES ANDREW BARONIAN
IAR
1806087
RYAN ELLIOT SHOOP
IAR
4522151
JOHN LANE OBRIEN
IAR
2238455
PAUL PHILIP STONGE
IAR
859165
STUART CHARLES BRAZIE
IAR
2214285
Alexandra Lauren Morrison
IAR
5828332
SOPHIE HELENEK
IAR
5126715
EDWARD REED LAUGHLIN
IAR
303560
THOMAS FRANCIS LABRIE
IAR
1710161
KENNETH DAVID WARNICK
IAR
1415675
Collin Reed Brazie
IAR
7288770
Mitchell Austin Noufer
IAR
7011006
CHRISTINE P Y TENBARGE
IAR
724373
PETER CHARLES BITTERMANN
IAR
4153389
JESSICA LYNN DAVIS
IAR
6260728
STEVEN JEFFREY SIPNIEWSKI
IAR
6101758
Damyon Lee Juntunen
IAR
7503818
Kyle Eric Cook
IAR
7925927
Hans Thomas Gappy
IAR
7271587
DONALD DAVID BOUCHER
IAR
2636773
RYAN D RABOLD
IAR
6182193
ERICA DENISE MELISSA
IAR
2504061
WILLIAM WARREN CROZIER
IAR
1941979
Moustapha Mounah
IAR
7586030
EDWARD SALVATORE REGISTRATO
IAR
868454
Benjamin Patrick Wynd
IAR
6798961