SourcingSourcing

PERSONAL CHOICE FINANCIAL ADVISORS, LLC

C47
CRD 110384·SEC 801-121351·CINCINNATI, OH
AUM
$211.3M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$634K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERSONAL CHOICE FINANCIAL ADVISORS, LLC
CRD
110384
SEC file #
801-121351
EIN
—
DBA names
Financial Rounds

Economics

AUM
$211.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$138.5M → $211.3M▲ +53%
Client mix
Individuals Other131
Individuals High Net Worth57

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'22'26
4 advisors → 6 advisors▲ +50%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSEN, CHRISTOPHER, HAROLD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HANSEN, CHRISTOPHER, HAROLD
Hansen, Robert, William
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
social_url_excluded:linkedin.com

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 (9)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2671189
Trust Company Affiliate
No

People (5)

5
HANSEN, CHRISTOPHER, HAROLD
IAR · Direct Owner · 87.5%
2671189
Hansen, Robert, William
IAR · Direct Owner · 17.5%
7323590
SHARON E MILLER
IAR
1314119
BRIAN NMI MUNOZ
IAR
5806691
Benjamin Alexander Dobler
IAR
6906260