SourcingSourcing

DISCRETIONARY MANAGEMENT SERVICES, LLC

B54
CRD 145851·SEC 801-68693·OVERLAND PARK, KS
AUM
$228.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$685K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD
145851
SEC file #
801-68693
EIN
261507071
DBA names
Demarche

Economics

AUM
$228.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$322.0M → $228.4M▼ -29%
Client mix
Corporations10
Charitable Organizations4
Pooled Investment Vehicles1
Pension Profit Sharing Plans1

Operations

Employees (total)
22
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
23 advisors → 16 advisors▼ -30%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
youtube.com/channel/uc8mq-xgt_ekfa-r-wfahq9w

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE ROBERT F. MARCHESI FAMILY TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
THE ROBERT F. MARCHESI FAMILY TRUST
Cornwell, Fred, V
Solo Advisor Indicator
No
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
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001461133
Edgar Registered
Yes
Edgar Filing Count
33
Edgar First Filing Date
2009-05-15
Edgar Last Filing Date
2016-11-07
Edgar 13f Count
33
Edgar 13f Latest AUM Estimate
Filing Date2016-11-07
Accession0001461133-16-000013

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
6700 ANTIOCH ROADSTE. 420MERRIAM, KS 66204
Business
6700 ANTIOCH ROADSTE. 420MERRIAM, KS 66204
Edgar EIN
261507071
Edgar Recent Filings
13F-HR2016-11-07 · 0001461133-16-000013
13F-HR2016-08-04 · 0001461133-16-000012
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (11)

11
MARCHESI, TIMOTHY, JOHN
IAR · Executive Officer · 2.5%
3241095
STRUMPF, ADAM, J
IAR · Executive Officer · 2.5%
4529457
Cornwell, Fred, V
Executive Officer · 2.5%
6773546
DEMARCHE ASSOCIATES INC
Executive Officer · 2.5%
105500
LENNARD, DONALD, H
IAR
4530485
VANWAGONER, MARGARET, ELIZABETH
IAR
2595167
WOOLWINE, THOMAS, CONRAD
IAR
2600807
PICKERT, RYAN, MICHAEL
IAR
6110885
DYKSTAL, JAMES, FREDERICK
IAR
2767189
DOROW, MARTIN, JOSEPH
IAR
3007100
Mark A Andes
IAR
6884973