SourcingSourcing

ACUMEN FINANCIAL ADVISORS, LLC

B54
CRD 152748·SEC 801-71042·EDINA, MN
AUM
$465.2M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACUMEN FINANCIAL ADVISORS, LLC
CRD
152748
SEC file #
801-71042
EIN
—
DBA names
—

Economics

AUM
$465.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$258.2M → $465.2M▲ +80%
Client mix
Individuals High Net Worth134
Individuals Other86

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEGER, TODD, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STEGER, TODD, WILLIAM
JOHNSON, DEBORAH, PALMER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
40,462
Form 5500 Compensation Trajectory 3y
202540,462
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
40,462
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2358695
Trust Company Affiliate
No

People (2)

2
STEGER, TODD, WILLIAM
IAR · Direct Owner · 87.5%
2358695
JOHNSON, DEBORAH, PALMER
Executive Officer · 2.5%
6389725