SourcingSourcing

CRF FINANCIAL GROUP

B60
CRD 127388·SEC 801-72062·INDIANAPOLIS, IN
AUM
$279.5M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$838K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRF FINANCIAL GROUP
CRD
127388
SEC file #
801-72062
EIN
—
DBA names
—

Economics

AUM
$279.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$115.0M → $279.5M▲ +143%
Client mix
Pooled Investment Vehicles37

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
01/18/2024
ADV-W filed at
—
Website
hoosierfund.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRITSCH, CURT, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FRITSCH, CURT, ROBERT
Solo Advisor Indicator
Yes
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
HOOSIERFUND.COM
Rdap Domain Creation Date
2005-03-04T17:08:36Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2238
Soi Zip Pct 200k Plus
0.0862
Soi Zip Returns 200k Plus
1,390
Soi Zip Total AGI
1,628,619
Fdic Zip Total Deposits
18,718,927,000
Fdic Zip Branch Count
308
Fdic Zip Top Banks
Lake City Bank
The National Bank of Indianapolis

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
The Fifth Third Bank of Central IndianaIndianapolis, IN
The Fifth Third Bank of Central IndianaIndianapolis, IN
Fdic Zip HHI
1168.78
Fdic Zip Top Bank Share Pct
25.83
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-03-04T17:08:36Z
Rdap Domain Last Changed
2025-04-30T16:53:57Z
Rdap Nameservers
Ns1.ipower.comNs2.ipower.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI58,243
Returns4,540
Stub 2
AGI158,248
Returns4,290
Stub 3
AGI145,439
Returns2,380
Soi Zip Total Business Income
50,256
Soi Zip Total Cap Gains
167,116
Soi Zip Total Dividends
76,019
Soi Zip Total Returns
16,130
Top Owner CRD
1302771
Trust Company Affiliate
No

People (1)

1
FRITSCH, CURT, ROBERT
IAR · Direct Owner · 87.5%
1302771