SourcingSourcing

SONAS FINANCIAL GROUP, INC.

B61
CRD 122547·SEC 801-130755·KANSAS CITY, MO
AUM
$149.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$449K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SONAS FINANCIAL GROUP, INC.
CRD
122547
SEC file #
801-130755
EIN
—
DBA names
—

Economics

AUM
$149.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$134.6M → $149.8M▲ +11%
Client mix
Individuals Other60
Individuals High Net Worth45

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEYSENBURG, JAMES, D
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MEYSENBURG, JAMES, D
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
SONASFINANCIAL.COM
Rdap Domain Creation Date
2002-08-07T21:32:21Z
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
No

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-07T21:32:21Z
Rdap Domain Last Changed
2025-08-08T12:24:57Z
Rdap Nameservers
Yns1.yahoo.comYns2.yahoo.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2766806
Trust Company Affiliate
No

People (4)

4
MEYSENBURG, JAMES, D
IAR · Direct Owner · 87.5%
2766806
Mary Kathryn Britenfeld
IAR
7077624
TREVOR KEANE HARRIS
IAR
4938954
KYLE R SCHWALLIER
IAR
6621347