SourcingSourcing

JOURNEY FINANCIAL GROUP, INC.

B54
CRD 123565·SEC 801-79263·BUFFALO GROVE, IL
AUM
$336.5M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOURNEY FINANCIAL GROUP, INC.
CRD
123565
SEC file #
801-79263
EIN
—
DBA names
—

Economics

AUM
$336.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$130.0M → $336.5M▲ +159%
Client mix
Individuals Other214
Individuals High Net Worth109
Corporations7

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
BUFFALO GROVE IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
jfgplan.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TALLUNGAN, MCLAIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TALLUNGAN, MCLAIN
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
JFGPLAN.COM
Rdap Domain Creation Date
2001-02-02T19:38:03Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, 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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-02T19:38:03Z
Rdap Domain Last Changed
2021-07-23T16:16:39Z
Rdap Nameservers
Ns29.worldnic.comNs30.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1062311
Trust Company Affiliate
No

People (5)

5
TALLUNGAN, MCLAIN
IAR · Direct Owner · 87.5%
1062311
BRIAN J MCDONAUGH
IAR
7293523
GERGANA VASILEVA
IAR
6254211
MARILYN ANN BILYK
IAR
1160659
HALEY STANISZEWSKI
IAR
7593877