SourcingSourcing

F5 FINANCIAL PLANNING, L.L.C.

C38
CRD 170674·SEC 801-122310
AUM
$168.7M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$506K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
F5 FINANCIAL PLANNING, L.L.C.
CRD
170674
SEC file #
801-122310
EIN
—
DBA names
—

Economics

AUM
$168.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$102.1M → $168.7M▲ +65%
Client mix
Individuals High Net Worth66
Individuals Other57
Corporations5

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
facebook.com/f5financialplanning(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STOWERS, CURTIS, LOUIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STOWERS, CURTIS, LOUIS
Duncan, Joshua, Scott
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Altruist4
E*trade4
Lpl Financial3
Firm Has Custody
No
Top Owner CRD
6011385
Trust Company Affiliate
No

People (3)

3
STOWERS, CURTIS, LOUIS
IAR · Direct Owner · 62.5%
6011385
Duncan, Joshua, Scott
IAR · Direct Owner · 37.5%
6184795
NICHOLAS CONNOR PRIGITANO
IAR
6353504