SourcingSourcing

SOUDERS FINANCIAL ADVISORS, LLC

C21
CRD 296780·SEC 801-113263·CINCINNATI, OH
AUM
$1.41B
$1B+
Est. Revenue
$14.1M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUDERS FINANCIAL ADVISORS, LLC
CRD
296780
SEC file #
801-113263
EIN
—
DBA names
—

Economics

AUM
$1.41B
AUM band
$1B+
AUM trajectory
'20'26
$302.7M → $1.41B▲ +366%
Client mix
Individuals Other1,044
Individuals High Net Worth231
Pension Profit Sharing Plans70
Charitable Organizations3
Corporations3

Operations

Employees (total)
21
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
8 advisors → 14 advisors▲ +75%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/souders-financial-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BONAVENTURA, RYAN, PAT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BONAVENTURA, RYAN, PAT
SCHWEDER, BRIAN, PATRICK
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
409,052
Form 5500 Compensation Trajectory 3y
2025322,885
202686,167
Form 5500 Plan Count Trajectory 3y
20257
20261
Schedule C Total Compensation
409,052
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2481
Soi Zip Pct 200k Plus
0.0605
Soi Zip Returns 200k Plus
800
Soi Zip Total AGI
1,106,481
Fdic Zip Total Deposits
9,316,134,000
Fdic Zip Branch Count
193
Fdic Zip Top Banks
Guardian Savings Bank, A Federal Savings Bank
Fifth Third Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Cheviot Building and Loan CompanyCincinnati, OH
Guardian Savings Bank, A Federal Savings BankCincinnati, OH
Fdic Zip HHI
765.12
Fdic Zip Top Bank Share Pct
17.59
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,285
Returns2,880
Stub 2
AGI114,669
Returns3,020
Stub 3
AGI147,376
Returns2,400
Soi Zip Total Business Income
35,926
Soi Zip Total Cap Gains
36,461
Soi Zip Total Dividends
36,888
Soi Zip Total Returns
13,220
Top Owner CRD
5052230
Trust Company Affiliate
No

People (16)

16
BONAVENTURA, RYAN, PAT
IAR · Direct Owner · 37.5%
5052230
SCHWEDER, BRIAN, PATRICK
IAR · Direct Owner · 37.5%
3063246
SOUDERS, DANIEL, EDWARD
IAR · Direct Owner · 37.5%
1999479
Abdul-Basser, Musa, Bin Hasan
Executive Officer · 2.5%
7068664
Hayes, Patrick, Daniel
Executive Officer · 2.5%
6571587
Michael Treft
IAR
7242284
RODNEY TRACEY FLANNERY
IAR
5591098
PHILIP STEVEN SCOTT
IAR
2188614
Catherine C Zaino
IAR
1782498
THOMAS KNIGHT MACEY
IAR
4159979
MICHAEL ANTHONY SOUDERS
IAR
5810919
PAUL FERRIS SOLOMON
IAR
4738797
DAVID FRANCIS TREFT
IAR
4561009
BRIAN PATRICK GIESTING
IAR
4673486
Winfield Roy Geiger
IAR
4162629
MATTHEW LUKE BERNING
IAR
6509848