SourcingSourcing

RFP FINANCIAL GROUP, LLC

B54
CRD 293206·SEC 801-112676·ATLANTA, GA
AUM
$192.0M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$576K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RFP FINANCIAL GROUP, LLC
CRD
293206
SEC file #
801-112676
EIN
824438526
DBA names
Pierson Wealth Management

Economics

AUM
$192.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$148.3M → $192.0M▲ +29%
Client mix
Individuals Other178
Individuals High Net Worth77
Corporations5

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
piersonwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PIERSON, ROBERT, FRANKLIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PIERSON, ROBERT, FRANKLIN
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
PIERSONWEALTH.COM
Rdap Domain Creation Date
2010-07-29T18:40:43Z
Rdap Firm Age Years
16
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
0001956564
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-01-24
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001956564-26-000002

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
1380 WEST PACES FERRY ROAD, NWSUITE 2155ATLANTA, GA 30327
Business
1380 WEST PACES FERRY ROAD, NWSUITE 2155ATLANTA, GA 30327
Edgar EIN
824438526
Edgar Recent Filings
13F-HR2026-05-13 · 0001956564-26-000002
13F-HR2026-02-13 · 0001956564-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-29T18:40:43Z
Rdap Domain Last Changed
2025-07-30T12:34:20Z
Rdap Nameservers
Ns0.wixdns.netNs1.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1257409
Trust Company Affiliate
No

People (2)

2
PIERSON, ROBERT, FRANKLIN
IAR · Direct Owner · 87.5%
1257409
William Jacob Ginsburg
IAR
7779872