SourcingSourcing

STANDARD VALUATIONS INC

C30
CRD 112413·SEC 801-51307·WHITE BEAR LAKE, MN
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STANDARD VALUATIONS INC
CRD
112413
SEC file #
801-51307
EIN
—
DBA names
Standard Valuations, Inc.

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans97
Corporations2
State Or Municipal Govt1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
WHITE BEAR LAKE MN
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consulting
Fee basis
Fixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
standardvaluations.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELVIN, DEANN, DERBY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ELVIN, DEANN, DERBY
Elvin, Andrew, Derby
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
STANDARDVALUATIONS.COM
Rdap Domain Creation Date
2002-07-02T18:16:33Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
53
Form 5500 Total Compensation
1,309,432
Form 5500 Compensation Trajectory 3y
2025741,390
2026568,042
Form 5500 Plan Count Trajectory 3y
202534
202619
Schedule C Total Compensation
1,309,432
Schedule C Service Provider Rows
53

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
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-07-02T18:22:00Z
Rdap Domain Last Changed
2024-07-03T11:15:14Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4668420
Trust Company Affiliate
No

People (4)

4
ELVIN, DEANN, DERBY
Direct Owner · 87.5%
4668420
Elvin, Andrew, Derby
Executive Officer · 2.5%
7699732
ELVIN, RICHARD, LYNN
Executive Officer · 2.5%
4389695
ROBERT CHARLES RIEDL
IAR
6118748