SourcingSourcing

PSC FINANCIAL LLC

A65
CRD 172054·SEC 801-120763·BLOOMINGTON, MN
AUM
$135.1M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$405K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PSC FINANCIAL LLC
CRD
172054
SEC file #
801-120763
EIN
—
DBA names
—

Economics

AUM
$135.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$117.3M → $135.1M▲ +15%
Client mix
Individuals Other72
Individuals High Net Worth36
Charitable Organizations3

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
BLOOMINGTON MN
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
pscfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAKOLA, HOWARD, EDWIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PAKOLA, HOWARD, EDWIN
MCRAE, JOSEPH, SCOTT
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
ok
Rdap Domain
PSCFINANCIAL.COM
Rdap Domain Creation Date
2014-03-17T21:34:28Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, 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
0.1409
Soi Zip Pct 200k Plus
0.0255
Soi Zip Returns 200k Plus
150
Soi Zip Total AGI
378,759
Fdic Zip Total Deposits
2,307,367,000
Fdic Zip Branch Count
42
Fdic Zip Top Banks
U.S. Bank National Association
EntreBank

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
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Firstar Bank of Minnesota, National AssociationBloomington, MN
First Bank National AssociationBloomington, MN
Fdic Zip HHI
2793.3
Fdic Zip Top Bank Share Pct
33.69
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-17T21:34:28Z
Rdap Domain Last Changed
2024-01-17T09:11:47Z
Rdap Nameservers
Ns19.worldnic.comNs20.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,216
Returns1,660
Stub 2
AGI64,857
Returns1,740
Stub 3
AGI65,953
Returns1,080
Soi Zip Total Business Income
10,906
Soi Zip Total Cap Gains
7,488
Soi Zip Total Dividends
5,739
Soi Zip Total Returns
5,890
Top Owner CRD
1560983
Trust Company Affiliate
No

People (3)

3
PAKOLA, HOWARD, EDWIN
IAR · Direct Owner · 87.5%
1560983
MCRAE, JOSEPH, SCOTT
Direct Owner · 17.5%
2087535
TRACY JANICE TORLAND
IAR
4877954