SourcingSourcing

STAWNYCHY FINANCIAL SERVICES, INC.

A72
CRD 128859·SEC 801-133023·KINNELON, NJ
AUM
$131.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$394K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STAWNYCHY FINANCIAL SERVICES, INC.
CRD
128859
SEC file #
801-133023
EIN
—
DBA names
—

Economics

AUM
$131.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.9M → $131.2M▲ +15%
Client mix
Individuals Other91
Individuals High Net Worth25
State Or Municipal Govt5

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
KINNELON NJ
Branches
—

Custodian & Brokerage

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

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STAWNYCHY, ZORIANA, MARIA
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STAWNYCHY, ZORIANA, MARIA
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
STAWNYCHYFINANCIAL.COM
Rdap Domain Creation Date
2009-09-14T18:11:37Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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
0.4339
Soi Zip Pct 200k Plus
0.2036
Soi Zip Returns 200k Plus
1910
Soi Zip Total AGI
1,445,109
Fdic Zip Total Deposits
14,788,754,000
Fdic Zip Branch Count
199
Fdic Zip Top Banks
PNC Bank, National Association
Lakeland Bank

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
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Hudson United BankKinnelon, NJ
The Ramapo BankButler, NJ
Fdic Zip HHI
1679.91
Fdic Zip Top Bank Share Pct
23.79
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-14T18:11:37Z
Rdap Domain Last Changed
2025-10-24T21:25:08Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,171
Returns1,930
Stub 2
AGI47,420
Returns1,270
Stub 3
AGI71,839
Returns1,160
Soi Zip Total Business Income
65,935
Soi Zip Total Cap Gains
67,421
Soi Zip Total Dividends
33,724
Soi Zip Total Returns
9,380
Top Owner CRD
849856
Trust Company Affiliate
No

People (1)

1
STAWNYCHY, ZORIANA, MARIA
IAR · Direct Owner · 87.5%
849856