SourcingSourcing

REUTEMANN FINANCIAL SOLUTIONS, INC.

A73
CRD 153247·SEC 801-71400·ROCKVILLE, MD
AUM
$251.6M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$755K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD
153247
SEC file #
801-71400
EIN
—
DBA names
Research Financial Strategies

Economics

AUM
$251.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$345.2M → $251.6M▼ -27%
Client mix
Individuals Other418
Individuals High Net Worth93
Pension Profit Sharing Plans22

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
13 advisors → 6 advisors▼ -54%
Primary office
ROCKVILLE MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
rfsadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REUTEMANN, JOHN, FLEMING
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
REUTEMANN, JOHN, FLEMING
ALEXANDER, VALERIE, L
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RFSADVISORS.COM
Rdap Domain Creation Date
2006-11-15T22:30:21Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

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
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-15T22:30:21Z
Rdap Domain Last Changed
2025-09-25T20:33:46Z
Rdap Nameservers
Jill.ns.cloudflare.comLakas.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
374456
Trust Company Affiliate
No

People (8)

8
REUTEMANN, JOHN, FLEMING
IAR · Direct Owner · 87.5%
374456
VALERIE L ALEXANDER
Executive Officer · 2.5%
4974892
REUTEMANN, ANTOINETTE, RENE
Executive Officer · 2.5%
2600228
NEAL BACHER BOBYS
IAR
24446
J. BRIAN KING
IAR
4544538
PAUL JOHN CELLA
IAR
2165318
RICHARD KEITH SCOTT
IAR
1989224
LANCE ROBERT YURICH
IAR
2159848