Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$334K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PRECEDENT ASSET MANAGEMENT, LLC
DBA names
Precedent Financial Strategies
Economics
Client mix
| Individuals High Net Worth | 53 |
| Individuals Other | 21 |
Operations
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
INDIANAPOLIS IN
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
04/14/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
KLABUNDE, KENNETH, RICHARD
Control Persons
KLABUNDE, KENNETH, RICHARD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
PRECEDENTSTRATEGIES.COM
Rdap Domain Creation Date
2020-03-16T13:13:02Z
Rdap Registrar
Tucows Domains Inc.
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
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.
Rdap Domain Expiration Date
2027-03-16T13:13:02Z
Rdap Domain Last Changed
2026-02-17T14:27:13Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
