MENDOTA FINANCIAL GROUP, LLC
C49
CRD 136294·SEC 801-67644·MADISON, WI
AUM
$254.2M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$763K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $185.3M
'21 · $229.2M
'22 · $277.6M
'23 · $339.1M
'25 · $254.6M
'26 · $254.2M
'20'26
$185.3M → $254.2M▲ +37%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
634 WEST MAIN STREETSUITE 302MADISON, WI 53703
Business
634 WEST MAIN STREETSUITE 302MADISON, WI 53703
Edgar Recent Filings
13F-HR2026-04-16 · 0001964538-26-000002
13F-HR2026-01-20 · 0001964538-26-000001