SourcingSourcing

MADERER, KEITH DANIEL

B64
CRD 126404·SEC 801-120896
AUM
$40.7M
$25M-$100M
Est. Revenue
$407K
@ 1% on AUM
Est. EBITDA
$122K
@ 30% margin
Est. Deal Value
$978K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADERER, KEITH DANIEL
CRD
126404
SEC file #
801-120896
EIN
—
DBA names
Senior Financial And Realty Assoc.

Economics

AUM
$40.7M
AUM band
$25M-$100M
AUM trajectory
'22'26
$31.0M → $40.7M▲ +32%
Client mix
Individuals Other83
Pension Profit Sharing Plans4

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
instagram.com/seniorfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MADERER, KEITH, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MADERER, KEITH, DANIEL
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
social_url_excluded:instagram.com

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 (8)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Top Owner CRD
1036078
Trust Company Affiliate
No

People (6)

6
MADERER, KEITH, DANIEL
IAR · Direct Owner · 87.5%
1036078
Chelsea E Makowski
IAR
7474210
HERING, KEITH, ROBERT
IAR
1496018
KENNEDY, JOHN, WILLIAM
IAR
2453669
SCHROEDER, HENRY, J.
IAR
4980239
Alexa Comey
IAR
7196987