SourcingSourcing

LEAFHOUSE FINANCIAL ADVISORS, LLC

C24
CRD 149694·SEC 801-78809·AUSTIN, TX
AUM
$24.09B
$1B+
Est. Revenue
$240.9M
@ 1% on AUM
Est. EBITDA
$72.3M
@ 30% margin
Est. Deal Value
$578.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD
149694
SEC file #
801-78809
EIN
—
DBA names
—

Economics

AUM
$24.09B
AUM band
$1B+
AUM trajectory
'20'26
$8.37B → $24.09B▲ +188%
Client mix
State Or Municipal Govt4,045
Pooled Investment Vehicles70
Pension Profit Sharing Plans29
Individuals Other21
Individuals High Net Worth2

Operations

Employees (total)
30
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
6 advisors → 8 advisors▲ +33%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
x.com/flexfiduciary

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEAFHOUSE FINANCIAL GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
LEAFHOUSE FINANCIAL GROUP, LLC
ASCHETTINO, ANDREW, JOHN
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:leafhouse.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
274
Form 5500 Total Compensation
2,790,481
Form 5500 Compensation Trajectory 3y
20252,633,249
2026157,232
Form 5500 Plan Count Trajectory 3y
2025256
202618
Schedule C Total Compensation
2,790,481
Schedule C Service Provider Rows
274

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Wells Fargo4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (11)

11
KADING, TODD, AARON
IAR · Executive Officer · 2.5%
3070933
ASCHETTINO, ANDREW, JOHN
Executive Officer · 2.5%
8063397
HENDRIX, KASSANDRA, THERESA
Executive Officer · 2.5%
5308142
VILLARREAL, DALLAS, MARIE
Executive Officer · 2.5%
6819877
Alexis Juliana Miller
IAR
7228721
Ethan Naumann Blanchard
IAR
8187864
ALEXANDER ISRAEL BEHM
IAR
6214667
Dominique Demetrius Washington
IAR
6756649
Michael Joseph Schaeffer
IAR
1682655
Christopher James Manor
IAR
7593158
DOMINIC SIDNEY SANDERSON
IAR
7860002