SourcingSourcing

INTERACTIVE FINANCIAL ADVISORS, INC.

B64
CRD 125117·SEC 801-63771·NEW LENOX, IL
AUM
$240.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$721K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERACTIVE FINANCIAL ADVISORS, INC.
CRD
125117
SEC file #
801-63771
EIN
753100143
DBA names
Interactive Financial Advisors

Economics

AUM
$240.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$238.6M → $240.4M▲ +1%
Client mix
Individuals Other1,275
Individuals High Net Worth32

Operations

Employees (total)
33
Advisory staff (per ADV)
33
Advisory staff (5-yr trend)
'20'26
51 advisors → 33 advisors▼ -35%
Primary office
NEW LENOX IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORGANIZAMERICA
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ORGANIZAMERICA
PETERBOK, RICHARD, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.113
Web Signal Quality
ok
Wayback Last Material Change
2026-03-07T09:31:46.000Z
Wayback Snapshot Count
139
Wayback Snapshots Last 12mo
21
Wayback First Snapshot
2001-04-03T22:49:38.000Z
Wayback Last Snapshot
2026-03-07T09:31:46.000Z
Rdap Domain
SOMEONEWHOCARES.COM
Rdap Domain Creation Date
2004-10-13T18:12:29Z
Rdap Firm Age Years
22
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 Cik
0001419099
Edgar Registered
Yes
Edgar Filing Count
81
Edgar First Filing Date
2007-12-14
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
79
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001419099-26-000002
Edgar Former Names
Interactive Financial Advisors

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4263
Soi Zip Pct 200k Plus
0.1243
Soi Zip Returns 200k Plus
2,310
Soi Zip Total AGI
2,042,483
Fdic Zip Total Deposits
24,676,644,000
Fdic Zip Branch Count
378
Fdic Zip Top Banks
Old Plank Trail Community Bank, National Association
NLSB

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
32
Bc Firm IAR Count
32
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
100 BATSON CT.SUITE 104NEW LENOX, IL 60451
Business
100 BATSON CT.SUITE 104NEW LENOX, IL 60451
Edgar EIN
753100143
Edgar Recent Filings
13F-HR2026-04-28 · 0001419099-26-000002
13F-HR2026-02-09 · 0001419099-26-000001
Fdic Zip Branches Raw
NLSBNew Lenox, IL
NLSBNew Lenox, IL
Fdic Zip HHI
855.01
Fdic Zip Top Bank Share Pct
17.87
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-13T18:12:29Z
Rdap Domain Last Changed
2025-08-14T07:01:31Z
Rdap Nameservers
Ns55.worldnic.comNs56.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,046
Returns3,890
Stub 2
AGI96,528
Returns2,590
Stub 3
AGI138,684
Returns2,230
Soi Zip Total Business Income
38,772
Soi Zip Total Cap Gains
59,124
Soi Zip Total Dividends
28,672
Soi Zip Total Returns
18,580
Trust Company Affiliate
No
Wayback Avg Days Between Changes
96.8
Wayback Distinct Digest Count
95

People (32)

32
PETERBOK, RICHARD, LEE
IAR · Executive Officer · 2.5%
360944
BRIGID TOOTHMAN
IAR
7303318
JULIAN MARTIN LEFILES
IAR
5748247
BRETT PAUL SIMMS
IAR
6382438
RODERICK DENNIS HILL
IAR
1766333
CECIL DONALD MEANS
IAR
7490537
MICHAEL ANTHONY CONTICELLI
IAR
1908676
Jacob Lawrence Perry
IAR
8154630
BRENT TAYLOR LEAVITT
IAR
6492855
DAVID PERCY IDSO
IAR
1018648
ODUARDO SALVADOR PERIU
IAR
2493180
PAUL FREDERICK WICHMANN
IAR
2059419
MARK THOMAS JOHNSON
IAR
2568322
Dennis Scott Wesel
IAR
6837364
Andrew Miller Hoskins
IAR
6955324
EMILY ANN MARTIN
IAR
4006839
Olga Ihorivna Kramarenko
IAR
6576484
PAUL ALLAN BRANSHAW
IAR
2822415
TSUJIMOTO, GARY, M
IAR
1110223
WILLIAM MICHAEL MULLINS
IAR
5164920
MARK ALLEN BERTRANG
IAR
1760670
WARREN OLCOTT CURTIS
IAR
3270560
MARCUS MATTHEW BAUMAN
IAR
5278844
NATHAN GEORGE BECKER
IAR
5447371
PATRICK FRANCIS HALPIN
IAR
1592082
JACQUES C CURETON
IAR
2661867
KENNETH WAYNE ZIEGLER
IAR
3199817
DANIEL PAUL SIFFERMANN
IAR
3199841
GREGORY STERLING GALE
IAR
3199858
KENNETH CLARK WINEGAR
IAR
5347366
PAUL STEVEN BOSNYAK
IAR
2539144
DAVID MICHAEL RHOADS
IAR
2602723