SourcingSourcing

MADRONA FINANCIAL SERVICES, LLC

C27
CRD 115753·SEC 801-63693·EVERETT, WA
AUM
$691.8M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADRONA FINANCIAL SERVICES, LLC
CRD
115753
SEC file #
801-63693
EIN
201927034
DBA names
Madrona Financial & Cpas

Economics

AUM
$691.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$174.2M → $691.8M▲ +297%
Client mix
Individuals Other408
Individuals High Net Worth281

Operations

Employees (total)
18
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
9 advisors → 12 advisors▲ +33%
Primary office
EVERETT WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed feesCommissions

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
linkedin.com/company/madrona-financial-services-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVANS, BRIAN, KELLY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
EVANS, BRIAN, KELLY
HENDERSON, KRISTI, RAE
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
fallback_guess:madrona.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001578370
Edgar Registered
Yes
Edgar Filing Count
53
Edgar First Filing Date
2015-02-12
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
51
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001578370-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.231
Soi Zip Pct 200k Plus
0.0523
Soi Zip Returns 200k Plus
750
Soi Zip Total AGI
1,141,027
Fdic Zip Total Deposits
34,356,178,000
Fdic Zip Branch Count
432
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
2911 BOND STREETSUITE 200EVERETT, WA 98201
Business
2911 BOND STREETSUITE 200EVERETT, WA 98201
Edgar EIN
201927034
Edgar Recent Filings
13F-HR2026-04-14 · 0001578370-26-000003
13F-HR2026-01-22 · 0001578370-26-000002
Fdic Zip Branches Raw
Key Bank of WashingtonEverett, WA
U.S. Bank of Washington, National AssociationEverett, WA
Fdic Zip HHI
803.99
Fdic Zip Top Bank Share Pct
14.21
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,575
Returns3,080
Stub 2
AGI133,871
Returns3,560
Stub 3
AGI164,978
Returns2,680
Soi Zip Total Business Income
32,144
Soi Zip Total Cap Gains
50,249
Soi Zip Total Dividends
14,402
Soi Zip Total Returns
14,330
Top Owner CRD
4004458
Trust Company Affiliate
No

People (10)

10
EVANS, BRIAN, KELLY
IAR · Direct Owner · 62.5%
4004458
HENDERSON, KRISTI, RAE
IAR · Direct Owner · 17.5%
5452082
Maher, Joel, Andrew
IAR · Direct Owner · 17.5%
6592028
Himmer, Richard, P
Executive Officer · 2.5%
7887111
ROBERT WATSON BAUER
IAR
4468723
DANIELLE MARIE MEISTER
IAR
6266545
Nicholas Conrad Smelser
IAR
7065733
MICHAEL DAVID SEELY
IAR
3094488
MATTHEW JOHN BEYER
IAR
2899975
ANDREW GLASS CONNER
IAR
3015473