SourcingSourcing

FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC

C15
CRD 307987·SEC 801-119235·WEST DES MOINES, IA
AUM
$256.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$768K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD
307987
SEC file #
801-119235
EIN
—
DBA names
—

Economics

AUM
$256.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$145.7M → $256.0M▲ +76%
Client mix
Individuals Other992
Individuals High Net Worth47

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
4 advisors → 5 advisors▲ +25%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Barsness, Scott, Norman
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Barsness, Scott, Norman
BENDINGER, GREGORY, STONE
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
ok
Rdap Domain
FTFMG.COM
Rdap Domain Creation Date
2014-11-20T22:21:13Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-11-20T22:21:13Z
Rdap Domain Last Changed
2024-10-21T07:40:13Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
7085590
Trust Company Affiliate
No

People (5)

5
BOYD II, DONALD, GENE
IAR · Direct Owner · 17.5%
4185736
Barsness, Scott, Norman
IAR · Direct Owner · 17.5%
7085590
MODGLIN, HERBERT, EDWARD
IAR · Direct Owner · 17.5%
2147334
BENDINGER, GREGORY, STONE
IAR · Direct Owner · 17.5%
5640177
JERGENS, JEFF, A
IAR · Direct Owner · 17.5%
4499276