SourcingSourcing

PORTFOLIO DESIGN SERVICES, LLC

C49
CRD 131506·SEC 801-80561·RIVER FALLS, WI
AUM
$149.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$449K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PORTFOLIO DESIGN SERVICES, LLC
CRD
131506
SEC file #
801-80561
EIN
—
DBA names
—

Economics

AUM
$149.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.3M → $149.7M▲ +40%
Client mix
Individuals Other233
Individuals High Net Worth20
Pension Profit Sharing Plans2
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
RIVER FALLS WI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
pdsadvisers.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OLSON, BRADLEY, COLE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
OLSON, BRADLEY, COLE
SWANSON, BRUCE, DAVID
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
PDSADVISERS.COM
Rdap Domain Creation Date
2019-05-20T19:31:32Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
161,097
Form 5500 Compensation Trajectory 3y
2025161,097
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
161,097
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.315
Soi Zip Pct 200k Plus
0.0738
Soi Zip Returns 200k Plus
790
Soi Zip Total AGI
951,057
Fdic Zip Total Deposits
8,494,146,000
Fdic Zip Branch Count
188
Fdic Zip Top Banks
The First National Bank of River Falls
River Falls State 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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Axos Advisor Services2
Fdic Zip Branches Raw
Pierce County Bank and Trust CompanyRiver Falls, WI
River Falls State BankRiver Falls, WI
Fdic Zip HHI
4452.82
Fdic Zip Top Bank Share Pct
60.7
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-20T19:31:32Z
Rdap Domain Last Changed
2019-05-20T19:34:48Z
Rdap Nameservers
Ns37.worldnic.comNs38.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI28,853
Returns2,390
Stub 2
AGI80,361
Returns2,140
Stub 3
AGI100,878
Returns1,640
Soi Zip Total Business Income
27,159
Soi Zip Total Cap Gains
37,840
Soi Zip Total Dividends
18,044
Soi Zip Total Returns
10,700
Top Owner CRD
5342550
Trust Company Affiliate
No

People (5)

5
OLSON, BRADLEY, COLE
IAR · Direct Owner · 87.5%
5342550
SWANSON, BRUCE, DAVID
IAR · Direct Owner · 17.5%
1113446
Swanson, Julie, Ellen
Direct Owner · 17.5%
7521299
Tille, Angela, Kay
IAR · Executive Officer · 2.5%
7293007
TONYA ANN SWINNEA
IAR
1137573