SourcingSourcing

UNCOMMON CENTS INVESTING, LLC

C28
CRD 290105·SEC 801-111907·JANESVILLE, WI
AUM
$519.6M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UNCOMMON CENTS INVESTING, LLC
CRD
290105
SEC file #
801-111907
EIN
814752084
DBA names
Uncommon Cents Investing

Economics

AUM
$519.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$165.1M → $519.6M▲ +215%
Client mix
Individuals Other441
Individuals High Net Worth148

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
JANESVILLE WI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
uncommoncentsinvesting.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSON, SHEENA, MARIE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HANSON, SHEENA, MARIE
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
UNCOMMONCENTSINVESTING.COM
Rdap Domain Creation Date
2011-10-12T17:48:38Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001729754
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-02-09
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001729754-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2148
Soi Zip Pct 200k Plus
0.0363
Soi Zip Returns 200k Plus
580
Soi Zip Total AGI
1,126,874
Fdic Zip Total Deposits
3,668,090,000
Fdic Zip Branch Count
118
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Johnson Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1215 SUFFOLK DR. UNIT 100JANESVILLE, WI 53546
Business
1215 SUFFOLK DR. UNIT 100JANESVILLE, WI 53546
Edgar EIN
814752084
Edgar Recent Filings
13F-HR2026-04-15 · 0001729754-26-000002
13F-HR2026-01-15 · 0001729754-26-000001
Fdic Zip Branches Raw
Bank One, Janesville, National AssociationJanesville, WI
Heritage Bank Rock County, National AssociationJanesville, WI
Fdic Zip HHI
1478.66
Fdic Zip Top Bank Share Pct
25.95
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-12T17:48:38Z
Rdap Domain Last Changed
2025-11-04T20:39:27Z
Rdap Nameservers
Kipp.ns.cloudflare.comTess.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,533
Returns3,940
Stub 2
AGI148,366
Returns3,960
Stub 3
AGI171,654
Returns2,790
Soi Zip Total Business Income
21,484
Soi Zip Total Cap Gains
19,048
Soi Zip Total Dividends
16,667
Soi Zip Total Returns
15,970
Top Owner CRD
5288483
Trust Company Affiliate
No

People (3)

3
HANSON, SHEENA, MARIE
IAR · Direct Owner · 87.5%
5288483
Gregory Alan Snyder
IAR
6946285
JOHN D BERKLEY
IAR
809543