SourcingSourcing

LOBSCOUSER II, LLC

C43
CRD 282953·SEC 801-114993·ST. LOUIS, MO
AUM
$278.8M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$836K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LOBSCOUSER II, LLC
CRD
282953
SEC file #
801-114993
EIN
—
DBA names
Aquilant Advisors

Economics

AUM
$278.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$123.2M → $278.8M▲ +126%
Client mix
Individuals Other232
Individuals High Net Worth82

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
aquilantadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FARRIS, STEVEN, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FARRIS, STEVEN, EDWARD
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
ok
Rdap Domain
AQUILANTADVISORS.COM
Rdap Domain Creation Date
2016-03-08T17:49:06Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Domain.com - Network Solutions, LLC

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
0.5991
Soi Zip Pct 200k Plus
0.4146
Soi Zip Returns 200k Plus
3,640
Soi Zip Total AGI
3,524,999
Fdic Zip Total Deposits
71,317,593,000
Fdic Zip Branch Count
512
Fdic Zip Top Banks
Scottrade Bank
Cass Commercial Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Mercantile Bank of St. Louis National AssociationDes Peres, MO
Colonial BankDes Peres, MO
Fdic Zip HHI
945.93
Fdic Zip Top Bank Share Pct
24.16
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-08T17:49:06Z
Rdap Domain Last Changed
2026-02-21T09:41:37Z
Rdap Nameservers
Ns1.domain.comNs2.domain.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,328
Returns1,550
Stub 2
AGI28,464
Returns780
Stub 3
AGI41,191
Returns660
Soi Zip Total Business Income
121,294
Soi Zip Total Cap Gains
475,162
Soi Zip Total Dividends
249,567
Soi Zip Total Returns
8,780
Top Owner CRD
3240243
Trust Company Affiliate
No

People (4)

4
FARRIS, STEVEN, EDWARD
IAR · Direct Owner · 87.5%
3240243
Kristen Marie Farris
IAR
7375398
BRETT ALAN PARKER
IAR
4173342
CHAROLETTE LYNN MCKINNEY
IAR
5053167