SourcingSourcing

PROCOURSE FIDUCIARY ADVISORS, LLC

C35
CRD 164328·SEC 801-76741·CARMEL, IN
AUM
$5.49B
$1B+
Est. Revenue
$54.9M
@ 1% on AUM
Est. EBITDA
$16.5M
@ 30% margin
Est. Deal Value
$131.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROCOURSE FIDUCIARY ADVISORS, LLC
CRD
164328
SEC file #
801-76741
EIN
—
DBA names
Mj Retirement

Economics

AUM
$5.49B
AUM band
$1B+
AUM trajectory
'20'26
$3.23B → $5.49B▲ +70%
Client mix
Pension Profit Sharing Plans153
Individuals High Net Worth21
Individuals Other18
Other1

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
8 advisors → 7 advisors▼ -12%
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MJ INSURANCE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MJ INSURANCE
Gross, Bryan, James
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:unparseable

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
34
Form 5500 Total Compensation
864,093
Form 5500 Compensation Trajectory 3y
2025864,093
Form 5500 Plan Count Trajectory 3y
202534
Schedule C Total Compensation
864,093
Schedule C Service Provider Rows
34

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
PRINCE, DOUGLAS, GLEN
IAR · Executive Officer · 2.5%
2711184
Gross, Bryan, James
Executive Officer · 2.5%
7887799
Stoll, Brian
Executive Officer · 2.5%
8236578
Chase Sanders
IAR
7139613
Paul Anthony Donahue
IAR
5207691
JEFFREY K PRINCE
IAR
5815877