SourcingSourcing

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

A70
CRD 163088·SEC 801-120651·EDINA, MN
AUM
$142.1M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$426K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD
163088
SEC file #
801-120651
EIN
411609078
DBA names
—

Economics

AUM
$142.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$132.3M → $142.1M▲ +7%
Client mix
Individuals Other204
Individuals High Net Worth52

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
mrmoneytalk.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARNOLD, JOSHUA, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ARNOLD, JOSHUA, DAVID
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
MRMONEYTALK.COM
Rdap Domain Creation Date
2016-04-06T23:39:36Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001911348
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001911348-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
6800 FRANCE AVENUE SOUTH, #325EDINA, MN 55435
Business
6800 FRANCE AVENUE SOUTH, #325EDINA, MN 55435
Edgar EIN
411609078
Edgar Recent Filings
13F-HR2026-05-15 · 0001911348-26-000002
13F-HR2026-02-20 · 0001911348-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-06T23:39:36Z
Rdap Domain Last Changed
2026-04-07T13:16:28Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
828189
Trust Company Affiliate
No

People (2)

2
ARNOLD, JOSHUA, DAVID
IAR · Direct Owner · 87.5%
828189
JUDD MARCUS ARNOLD
IAR
4488576