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DIVERSIFIED FINANCIAL ADVISORS, LLC

C41
CRD 118261·SEC 801-70541·TOWN AND COUNTRY, MO
AUM
$585.9M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD
118261
SEC file #
801-70541
EIN
—
DBA names
—

Economics

AUM
$585.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$274.4M → $585.9M▲ +114%
Client mix
Individuals Other475
Pension Profit Sharing Plans131
Individuals High Net Worth35

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
TOWN AND COUNTRY MO
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
diversifiedfa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRYBULA, JEREMY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TRYBULA, JEREMY
TRYBULA, JOSEPH, PAUL
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
DIVERSIFIEDFA.COM
Rdap Domain Creation Date
2006-05-05T17:48:09Z
Rdap Firm Age Years
20
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
6
Form 5500 Total Compensation
437,084
Form 5500 Compensation Trajectory 3y
2025437,084
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
437,084
Schedule C Service Provider Rows
6

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
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-17T11:59:59Z
Rdap Domain Last Changed
2025-03-18T17:18:26Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4782536
Trust Company Affiliate
No

People (4)

4
TRYBULA, JOSEPH, PAUL
IAR · Direct Owner · 62.5%
2771725
TRYBULA, JEREMY
IAR · Direct Owner · 62.5%
4782536
JAMES VILLANUEVA
IAR
4035409
BRENDEN SCOTT HEILAND
IAR
6644352