SourcingSourcing

MASUS FINANCIAL GROUP, LTD.

B57
CRD 174339·SEC 801-101531·BATAVIA, IL
AUM
$190.6M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$572K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MASUS FINANCIAL GROUP, LTD.
CRD
174339
SEC file #
801-101531
EIN
—
DBA names
—

Economics

AUM
$190.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$145.3M → $190.6M▲ +31%
Client mix
Individuals Other244
Individuals High Net Worth52

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
BATAVIA IL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
facebook.com/masusfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASUS, TODD, JOHNATHON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MASUS, TODD, JOHNATHON
KILBERG, MARY, LOUISE
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:masus.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
0.4134
Soi Zip Pct 200k Plus
0.1543
Soi Zip Returns 200k Plus
2,210
Soi Zip Total AGI
1,927,460
Fdic Zip Total Deposits
18,618,966,000
Fdic Zip Branch Count
296
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Old Second National 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
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial6
E*trade4
Fdic Zip Branches Raw
Batavia Savings BankBatavia, IL
The Old Second National Bank of AuroraBatavia, IL
Fdic Zip HHI
1213.75
Fdic Zip Top Bank Share Pct
28.67
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,723
Returns3,150
Stub 2
AGI78,792
Returns2,120
Stub 3
AGI109,529
Returns1,760
Soi Zip Total Business Income
37,810
Soi Zip Total Cap Gains
78,885
Soi Zip Total Dividends
46,867
Soi Zip Total Returns
14,320
Top Owner CRD
3111009
Trust Company Affiliate
No

People (3)

3
MASUS, TODD, JOHNATHON
IAR · Direct Owner · 87.5%
3111009
KILBERG, MARY, LOUISE
IAR · Executive Officer · 2.5%
5002434
Samantha Meyer
IAR
7360886