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EAGLESON ARNDT FINANCIAL ADVISORS, LLC

A65
CRD 134098·SEC 801-132373·THOUSAND OAKS, CA
AUM
$106.6M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$320K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD
134098
SEC file #
801-132373
EIN
—
DBA names
Eagleson Arndt Financial Advisors

Economics

AUM
$106.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$121.3M → $106.6M▼ -12%
Client mix
Individuals Other117
Individuals High Net Worth37
Pension Profit Sharing Plans1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
THOUSAND OAKS CA
Branches
—

Custodian & Brokerage

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

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MERCER GLOBAL ADVISORS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
MERCER GLOBAL ADVISORS INC.
ARNDT, VICTORIA, EAGLESON
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:eaglesonarndt.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 (9)

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
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
147363
Trust Company Affiliate
No

People (5)

5
MERCER GLOBAL ADVISORS INC.
Direct Owner · 87.5%
147363
ARNDT, VICTORIA, EAGLESON
IAR · Executive Officer · 2.5%
2777372
Trevor Cahill
IAR
7634605
GWIN, ABBEY
IAR
5396991
Patrick D Sheelar
IAR
7780116