SourcingSourcing

FLYOVER CAPITAL PARTNERS, LLC

B58
CRD 173709·SEC 801-128069·KANSAS CITY, MO
AUM
$147.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$443K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLYOVER CAPITAL PARTNERS, LLC
CRD
173709
SEC file #
801-128069
EIN
332749217
DBA names
Flyover Capital Partners, Llc

Economics

AUM
$147.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$142.6M → $147.6M▲ +4%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
8 advisors → 8 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
Count1

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
flyovercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONTAGE INVESTMENTS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MONTAGE INVESTMENTS, LLC
LANGFORD, THAD, DAVIDSON
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
ok
Rdap Domain
FLYOVERCAPITAL.COM
Rdap Domain Creation Date
2012-02-17T21:55:21Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002055589
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-13
Edgar Last Filing Date
2026-04-13
Edgar Form D Count
1
Edgar Form D Offerings
2026-04-132026-04-13 · 0002055589-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab30
Fidelity14
E*trade4
Edgar Addresses
Mailing
4622 PENNSYLVANIA AVESUITE 600KANSAS CITY, MO 64112
Business
4622 PENNSYLVANIA AVESUITE 600KANSAS CITY, MO 64112
Edgar EIN
332749217
Edgar Recent Filings
D2026-04-13 · 0002055589-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-17T21:55:21Z
Rdap Domain Last Changed
2026-05-15T06:45:50Z
Rdap Nameservers
Ns-1337.awsdns-39.orgNs-1837.awsdns-37.co.ukNs-30.awsdns-03.comNs-515.awsdns-00.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
152607
Trust Company Affiliate
Yes

People (5)

5
MONTAGE INVESTMENTS, LLC
Direct Owner · 62.5%
152607
LANGFORD, THAD, DAVIDSON
Direct Owner · 37.5%
6414239
MOLZER, KEITH, RYAN
Direct Owner · 17.5%
2024216
Scharosch, Mark, Christian
Executive Officer · 2.5%
7090653
Johnson, Michael
Executive Officer · 2.5%
8066694