SourcingSourcing

MCDONALD FINANCIAL SERVICES, LLC

C40
CRD 282899·SEC 801-107431·MONTGOMERY, AL
AUM
$443.5M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCDONALD FINANCIAL SERVICES, LLC
CRD
282899
SEC file #
801-107431
EIN
—
DBA names
Invista Advisors

Economics

AUM
$443.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$290.2M → $443.5M▲ +53%
Client mix
Individuals Other417
Individuals High Net Worth223
Pension Profit Sharing Plans65
Corporations11
Charitable Organizations5

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
10 advisors → 6 advisors▼ -40%
Primary office
MONTGOMERY AL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/in/jason-bryant-aif�-0a05b27(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARRANCO, MICHAEL, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BARRANCO, MICHAEL, JAMES
MCDONALD, CARL, BRANDT
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
fallback_guess:mcdonald.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
140,551
Form 5500 Compensation Trajectory 3y
2025140,551
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
140,551
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4825738
Trust Company Affiliate
No

People (8)

8
BARRANCO, MICHAEL, JAMES
IAR · Direct Owner · 62.5%
4825738
MCDONALD, CARL, BRANDT
IAR · Direct Owner · 62.5%
1968938
David Chadwick Conoly
IAR
7774038
Jessica Miles Hemard
IAR
7761037
MARY KATHRYN SMITH
IAR
2369000
LISA MARIE FREE
IAR
5724349
DONALD G. CHASTAIN
IAR
4558422
MICHAEL AUSTIN BARRANCO
IAR
6358281