SourcingSourcing

EFS ADVISORS LLC

C42
CRD 115211·SEC 801-62857·CAMBRIDGE, MN
AUM
$2.40B
$1B+
Est. Revenue
$24.0M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EFS ADVISORS LLC
CRD
115211
SEC file #
801-62857
EIN
—
DBA names
Efs Advisors

Economics

AUM
$2.40B
AUM band
$1B+
AUM trajectory
'20'26
$1.24B → $2.40B▲ +94%
Client mix
Individuals Other21,660
Pension Profit Sharing Plans24
Charitable Organizations9
Corporations6
State Or Municipal Govt1

Operations

Employees (total)
59
Advisory staff (per ADV)
52
Advisory staff (5-yr trend)
'20'26
46 advisors → 52 advisors▲ +13%
Primary office
CAMBRIDGE MN
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHUTTE, KENT, DONALD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SCHUTTE, KENT, DONALD
Schutte, Lynn, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
TSAINVEST.COM
Rdap Domain Creation Date
2001-01-31T16:13:04Z
Rdap Firm Age Years
25
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
2
Form 5500 Total Participants
48
Form 5500 Total Compensation
56,995
Form 5500 Compensation Trajectory 3y
202556,995
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
56,995
Schedule C Service Provider Rows
2

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
47
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-31T16:13:04Z
Rdap Domain Last Changed
2026-02-01T13:03:27Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1432361
Trust Company Affiliate
No

People (51)

51
SCHUTTE, KENT DONALD
IAR · Direct Owner · 62.5%
1432361
Schutte, Lynn, M
Direct Owner · 62.5%
7867308
FULLER, DOROTHY SUSAN
Executive Officer · 2.5%
4496954
Ellie Jo Killian
Executive Officer · 2.5%
6364589
HENN, MICHAEL, A
IAR
4582922
Loni Lynn Morrow
IAR
7389805
VANDERVORT, BRETT, SCOTT
IAR
6306604
KOUNTZ, ZACHARY, Allen
IAR
6684876
DEREK SCOTT NYVOLD
IAR
7922107
BRIAN THOMAS LIMBORG
IAR
5705730
JACOB SHAWN NICHOLS
IAR
7843123
MICHAEL JOHN ERICKSON
IAR
6374668
WILLIAM ANTHONY BERNING
IAR
2303396
SAMUEL AARON MAZUK
IAR
6393350
JOSEPH FRANCIS BATKIEWICZ
IAR
4929166
BRANDON JOSEPH JOHNSON
IAR
7629489
Dylan Alex Pechovnik
IAR
7666725
NOAH NICHOLAS GINDORFF
IAR
7263580
JEFF R MCCRACKEN
IAR
5502967
Alex William Rootes
IAR
7333411
CHRISTOPHER ANDREW WILLIAMS
IAR
6302417
MARK ERIC GADE
IAR
6480293
RYAN FREDERICK GATZLAFF
IAR
6341521
MICHAEL EUGENE LEACH
IAR
1291327
Aleasha Shanna Jean Browen
IAR
6972493
DEAN ROBERT INGVALSON
IAR
1355266
BRADY LYNN HUSBYN
IAR
6001128
SAMANTHA JO BYRNE SIMONS
IAR
5354513
Douglas Edward Wanous
IAR
7381651
TODD JEROME OPDAHL
IAR
1914399
ANTHONY DONALD SCHUTTE
IAR
5088253
GEORGE WILLIAM LEISTIKOW
IAR
6341456
RORY EDWARD BLUHM
IAR
4289347
STANLEY MATTHEW NAGORSKI
IAR
5408325
DENNIS JOHN LUDWIG
IAR
4903386
BRANDT BOB WENDLAND
IAR
2629983
MARIAH MICHAEL PETERS
IAR
7979141
JESSE STEPHEN BABICH
IAR
4493074
DAVID WILLIAM NIELSEN
IAR
4429808
Joseph Albrecht
IAR
7578031
ELIZABETH ANNE MASON-DOUBET
IAR
7056533
AUSTIN DAVIS MAGNUSON
IAR
8058428
Steven John Liebzeit
IAR
2378619
LINDSEY EGAN
IAR
5805453
ROGER ANTHONY POGORELC
IAR
3084918
Brandon Thomas Wendland
IAR
7240581
TYLER THOMAS FROST
IAR
4298843
GREGORY JOHN BURKHART
IAR
4371371
MATHEW DOUGLAS KEMPENICH
IAR
7807106
Aaron Michael Meissner
IAR
6845540
SHAWN MATTHEW MCINTYRE
IAR
2515495