SourcingSourcing

RYAN POAGE & CO., LLC

B51
CRD 157432·SEC 801-135837·KANSAS CITY, MO
AUM
$114.2M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$343K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RYAN POAGE & CO., LLC
CRD
157432
SEC file #
801-135837
EIN
—
DBA names
Ryan Poage & Co.

Economics

AUM
$114.2M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other167
Individuals High Net Worth24
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
linkedin.com/in/ryanpoage(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POAGE, RYAN, YORK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
POAGE, RYAN, YORK
Dumenil, Nicholas, 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
fallback_guess:ryanpoage.com

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 (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
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2931221
Trust Company Affiliate
No

People (4)

4
POAGE, RYAN, YORK
IAR · Direct Owner · 87.5%
2931221
Dumenil, Nicholas, L
Executive Officer · 2.5%
8004550
KRISTIN MICHELLE TERRANELLA-GUMINA
IAR
5018351
JORDAN WESLEY LAMBERT
IAR
6152240