SourcingSourcing

ALL TERRAIN FINANCIAL ADVISORS, LLC

C36
CRD 286683·SEC 801-109958·COON RAPIDS, MN
AUM
$379.2M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALL TERRAIN FINANCIAL ADVISORS, LLC
CRD
286683
SEC file #
801-109958
EIN
474639732
DBA names
All Terrain Financial Advisors

Economics

AUM
$379.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$266.8M → $379.2M▲ +42%
Client mix
Individuals High Net Worth98
Individuals Other92

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
COON RAPIDS MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
alltfa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SKOLTE, BRIAN, JAMES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SKOLTE, BRIAN, JAMES
VAN DAM, JOSEPH, LEE
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
ALLTFA.COM
Rdap Domain Creation Date
2017-01-04T03:29:31Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001731358
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-02-15
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001062993-26-002529

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
551 COON RAPIDS BLVD NWCOON RAPIDS, MN 55433
Business
551 COON RAPIDS BLVD NWCOON RAPIDS, MN 55433
Edgar EIN
474639732
Edgar Recent Filings
13F-HR2026-05-12 · 0001062993-26-002529
13F-HR2026-02-11 · 0001062993-26-000800
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-04T03:29:31Z
Rdap Domain Last Changed
2025-10-13T13:06:55Z
Rdap Nameservers
Auth0.veruscorp.comAuth1.veruscorp.comAuth2.veruscorp.comAuth3.veruscorp.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4570823
Trust Company Affiliate
No

People (4)

4
SKOLTE, BRIAN, JAMES
IAR · Direct Owner · 87.5%
4570823
VAN DAM, JOSEPH, LEE
IAR · Direct Owner · 17.5%
6262795
WILLIAM HENRY FONDELL
IAR
6275795
Jacob Thomas Silverstein
IAR
7277765