SourcingSourcing

LFN ADVISORS INC.

C28
CRD 169361·SEC 801-114705·MUSKEGON, MI
AUM
$23.7M
<$25M
Est. Revenue
$237K
@ 1% on AUM
Est. EBITDA
$71K
@ 30% margin
Est. Deal Value
$569K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LFN ADVISORS INC.
CRD
169361
SEC file #
801-114705
EIN
—
DBA names
—

Economics

AUM
$23.7M
AUM band
<$25M
AUM trajectory
'23'26
$1.3M → $23.7M▲ +1713%
Client mix
Individuals Other179

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
MUSKEGON MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
instagram.com/legacy.financial.network(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARKEY, MICHAEL, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MARKEY, MICHAEL, J
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:lfn.com

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
0.1408
Soi Zip Pct 200k Plus
0.0423
Soi Zip Returns 200k Plus
30
Soi Zip Total AGI
42,344
Fdic Zip Total Deposits
1,733,064,000
Fdic Zip Branch Count
75
Fdic Zip Top Banks
PNC Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
Charles Schwab6
E*trade4
Interactive Brokers2
Fdic Zip Branches Raw
First of America Bank-West MichiganMuskegon, MI
Ameribank Federal Savings BankMuskegon, MI
Fdic Zip HHI
2380.87
Fdic Zip Top Bank Share Pct
38.89
Fdic Zip Year
2020
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,206
Returns290
Stub 2
AGI6,566
Returns180
Stub 3
AGI5,248
Returns90
Soi Zip Total Business Income
688
Soi Zip Total Cap Gains
1,230
Soi Zip Total Dividends
310
Soi Zip Total Returns
710
Top Owner CRD
5299347
Trust Company Affiliate
No

People (4)

4
MARKEY, MICHAEL, J
IAR · Direct Owner · 87.5%
5299347
MELINDA SUE WEISS
IAR
6087137
ERNEST DALE ANDERSON
IAR
5622328
ROYCE ELLIOTT YOUNG
IAR
6266633