MARKETRIDERS, INC.

C45
CRD 147963·SEC 801-69514·CHESTERFIELD, MO
AUM
$363.0M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARKETRIDERS, INC.
CRD
147963
SEC file #
801-69514
EIN
DBA names
Marketriders

Economics

AUM
$363.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$5.7M → $363.0M▲ +6313%
Client mix
Individuals Other476
Individuals High Net Worth1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
CHESTERFIELD MO
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsOther Advisory Services
Fee basis
% of AUMSubscription fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOGO FINANCIAL GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
SOGO FINANCIAL GROUP, INC.
WALLACE, KRISTOPHER, ALEXANDER
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
fallback_guess:marketriders.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6126
Soi Zip Pct 200k Plus
0.4194
Soi Zip Returns 200k Plus
3,800
Soi Zip Total AGI
2,862,166
Fdic Zip Total Deposits
16,905,808,000
Fdic Zip Branch Count
278
Fdic Zip Top Banks
Bank of America, National Association
Busey Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Apex Clearing2
Fdic Zip Branches Raw
Magna Bank of MissouriChesterfield, MO
Magna Bank of MissouriChesterfield, MO
Fdic Zip HHI
2235.08
Fdic Zip Top Bank Share Pct
45.45
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,170
Returns1,640
Stub 2
AGI28,843
Returns780
Stub 3
AGI36,865
Returns600
Soi Zip Total Business Income
87,416
Soi Zip Total Cap Gains
304,874
Soi Zip Total Dividends
119,442
Soi Zip Total Returns
9,060
Trust Company Affiliate
No