SourcingSourcing

BEMANAGED FINANCIAL SERVICES, INC.

B55
CRD 140099·SEC 801-70678·GRAND RAPIDS, MI
AUM
$410.0M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEMANAGED FINANCIAL SERVICES, INC.
CRD
140099
SEC file #
801-70678
EIN
—
DBA names
Bemanaged

Economics

AUM
$410.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$405.4M → $410.0M▲ +1%
Client mix
Individuals Other989
Individuals High Net Worth83

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bemanaged.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JANDASEK, JAY, CHRISTOPHER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JANDASEK, JAY, CHRISTOPHER
WHALEY, JONATHON, EARL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
BEMANAGED.COM
Rdap Domain Creation Date
2002-11-13T16:40:55Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
26,592
Form 5500 Compensation Trajectory 3y
202526,592
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
26,592
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-13T16:40:55Z
Rdap Domain Last Changed
2025-11-14T14:18:09Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5962622
Trust Company Affiliate
No

People (2)

2
JAY CHRISTOPHER JANDASEK
Direct Owner · 62.5%
5962622
JONATHON EARL WHALEY
Direct Owner · 62.5%
6469534