MOMENTUM INDEPENDENT NETWORK INC.

CRD

17587

SEC file #

801-60812

EIN

996553094

DBA names

—

Economics

AUM

$1.61B

AUM band

$1B+

AUM trajectory

'20 · $421.4M

'21 · $548.8M

'22 · $647.5M

'23 · $863.5M

'25 · $1.34B

'26 · $1.61B

'20'26

$421.4M → $1.61B▲ +282%

sec adv history

Client mix

Individuals Other	2,409
Individuals High Net Worth	408
Corporations	33
Pension Profit Sharing Plans	21
Charitable Organizations	8

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 122 advisors

'21 · 70 advisors

'22 · 74 advisors

'23 · 106 advisors

'25 · 98 advisors

'26 · 97 advisors

'20'26

122 advisors → 97 advisors▼ -20%

sec adv history

Primary office

DALLAS TX

Branches

—

Custodian & Brokerage

Primary custodian

Hilltop Securitiesmedium confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

beckwm.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HILLTOP SECURITIES HOLDINGS,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HILLTOP SECURITIES HOLDINGS,

ALEXANDER, LAURA BONNELL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BECKWM.COM

Rdap Domain Creation Date

2012-02-09T16:29:25Z

Rdap Firm Age Years

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

Form 5500 Plan Count

Form 5500 Total Compensation

8,090

Form 5500 Compensation Trajectory 3y

2025

8,090

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

8,090

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002034836

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-08-29

Edgar Last Filing Date

2025-04-11

Edgar Form D Count

Edgar Form D Offerings

2025-04-112025-04-11 · 0002034836-25-000001

2024-08-292024-08-29 · 0002034836-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Hilltop Securities

Full

Hilltop Securities	28
E*trade	4

adv brochure

Edgar Addresses

Mailing

2901 BUTTERFIELD ROADOAK BROOK, IL 60523

Business

2901 BUTTERFIELD ROADOAK BROOK, IL 60523

Edgar EIN

996553094

Edgar Recent Filings

D/A2025-04-11 · 0002034836-25-000001

D2024-08-29 · 0002034836-24-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-09T16:29:25Z

Rdap Domain Last Changed

2026-01-25T08:31:46Z

Rdap Nameservers

Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

Yes

People (59)

LAURA BONNELL ALEXANDER

2900382

COYA, SCOTT ANDREW

2511281

LAURA LEVENTHAL

1175259

SCOTT EDWARD MCCAFFREY

3076398

MEDANICH, DAVID KING

1030727

JOHN RICHARD MUSCHALEK

2226859

WINGES, MARTIN BRADLEY

1929509

WITTNEBEN, BRIAN LANE

4861905

EDGE, JOSEPH MICHAEL

CARY DUANE STROHMEYER

4873485

JOHN JARROD PATTERSON

ROBERT JOSEPH THEISEN

2038275

ADAM GEOFFREY ZIMMERMAN

SEAN CHRISTOPHER JOHNSON

3180002

ANDREW SHELDON JOHNSON