SourcingSourcing

NARUS FINANCIAL PARTNERS, LLC

C26
CRD 173534·SEC 801-80500·SALT LAKE CITY, UT
AUM
$559.0M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NARUS FINANCIAL PARTNERS, LLC
CRD
173534
SEC file #
801-80500
EIN
471929138
DBA names
—

Economics

AUM
$559.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$243.6M → $559.0M▲ +129%
Client mix
Individuals Other134
Individuals High Net Worth69
Charitable Organizations4
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
instagram.com/narusfinancialpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOWERS, TRENT, ALAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BOWERS, TRENT, ALAN
LAMB, CURTIS, TEICHERT
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:instagram.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001698091
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2017-02-15
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001698091-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1245 E BRICKYARD ROADSUITE 160SALT LAKE CITY, UT 84106
Business
1245 E BRICKYARD ROADSUITE 160SALT LAKE CITY, UT 84106
Edgar EIN
471929138
Edgar Recent Filings
13F-HR2026-04-21 · 0001698091-26-000003
13F-HR2026-02-09 · 0001698091-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4016539
Trust Company Affiliate
No

People (6)

6
ROBINSON, MICHAEL, WILLIAM
IAR · Direct Owner · 37.5%
4144709
BOWERS, TRENT, ALAN
IAR · Direct Owner · 37.5%
4016539
STUBBS, JARED, DANIEL
IAR · Direct Owner · 37.5%
2813016
LAMB, CURTIS, TEICHERT
IAR · Direct Owner · 37.5%
2774690
GUNN-SCHINKER, SARA, CHRISTIAN
Executive Officer · 2.5%
6241755
Landon Chad Malo
IAR
7888369