SourcingSourcing

STAN EVANS FINANCIAL PLANNING, LLC

A85
CRD 164320·SEC 801-127743·GALLIPOLIS, OH
AUM
$122.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$366K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STAN EVANS FINANCIAL PLANNING, LLC
CRD
164320
SEC file #
801-127743
EIN
—
DBA names
Evans Wealth Management

Economics

AUM
$122.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$112.0M → $122.0M▲ +9%
Client mix
Individuals Other665

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
GALLIPOLIS OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/12/2024
ADV-W filed at
—
Website
ewmstanevans.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EVANS, STANLEY, KENNETH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EVANS, STANLEY, KENNETH
Solo Advisor Indicator
Yes
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
EWMSTANEVANS.COM
Rdap Domain Creation Date
2014-10-29T19:24:45Z
Rdap Firm Age Years
12
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1672
Soi Zip Pct 200k Plus
0.0331
Soi Zip Returns 200k Plus
200
Soi Zip Total AGI
372,833
Fdic Zip Total Deposits
17,331,751,000
Fdic Zip Branch Count
325
Fdic Zip Top Banks
The Ohio Valley Bank Company
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Unity Savings BankGallipolis, OH
The Ohio Valley Bank CompanyGallipolis, OH
Fdic Zip HHI
5048.28
Fdic Zip Top Bank Share Pct
70.18
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-29T19:24:45Z
Rdap Domain Last Changed
2025-10-30T14:49:12Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,923
Returns1,800
Stub 2
AGI62,851
Returns1,730
Stub 3
AGI57,407
Returns930
Soi Zip Total Business Income
14,203
Soi Zip Total Cap Gains
8,831
Soi Zip Total Dividends
6,911
Soi Zip Total Returns
6,040
Top Owner CRD
722071
Trust Company Affiliate
No

People (1)

1
STANLEY KENNETH EVANS
Direct Owner · 87.5%
722071