SourcingSourcing

JEFFREY N. MEHLER, CFP LLC

C38
CRD 126681·SEC 801-66937·ESSEX, CT
AUM
$416.2M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JEFFREY N. MEHLER, CFP LLC
CRD
126681
SEC file #
801-66937
EIN
—
DBA names
—

Economics

AUM
$416.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$180.8M → $416.2M▲ +130%
Client mix
Individuals High Net Worth131
Individuals Other46

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
ESSEX CT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
jnmehler.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEHLER, JEFFREY, NAT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MEHLER, JEFFREY, NAT
GALLOWAY, PETER, P
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
JNMEHLER.COM
Rdap Domain Creation Date
2002-08-16T14:23:56Z
Rdap Firm Age Years
24
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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-16T14:23:56Z
Rdap Domain Last Changed
2022-06-17T08:34:18Z
Rdap Nameservers
Ns45.worldnic.comNs46.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2766229
Trust Company Affiliate
No

People (4)

4
MEHLER, JEFFREY, NAT
IAR · Direct Owner · 87.5%
2766229
GALLOWAY, PETER, P
Executive Officer · 2.5%
4830279
EMILY REBEKAH WOOD
IAR
6012530
PAUL CHERANSKY
IAR
2529766