SourcingSourcing

DUNCAN FINANCIAL GROUP LLC

C25
CRD 309454·SEC 801-119284·IRWIN, PA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DUNCAN FINANCIAL GROUP LLC
CRD
309454
SEC file #
801-119284
EIN
—
DBA names
Duncan Financial Planning Advisors

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other3

Operations

Employees (total)
16
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'21'23
2 advisors → 17 advisors▲ +750%
Primary office
IRWIN PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningOther Advisory Services
Fee basis
Hourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KEYSTONE AGENCY PARTNERS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
KEYSTONE AGENCY PARTNERS LLC
DUNCAN, BRIAN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
85,826
Form 5500 Compensation Trajectory 3y
202585,826
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
85,826
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3148
Soi Zip Pct 200k Plus
0.0785
Soi Zip Returns 200k Plus
1890
Soi Zip Total AGI
2,168,015
Fdic Zip Total Deposits
29,854,459,000
Fdic Zip Branch Count
421
Fdic Zip Top Banks
S&T Bank
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
25
Bc Firm Active IA Count
27
Bc Firm IAR Count
27
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Great American Federal Savings and Loan AssociationNorth Huntington, PA
Parkvale Savings BankNorth Huntingdon, PA
Fdic Zip HHI
1247.54
Fdic Zip Top Bank Share Pct
20.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI64,683
Returns6,040
Stub 2
AGI161,463
Returns4,350
Stub 3
AGI211,931
Returns3,420
Soi Zip Total Business Income
54,950
Soi Zip Total Cap Gains
59,709
Soi Zip Total Dividends
33,027
Soi Zip Total Returns
24,080
Trust Company Affiliate
No

People (27)

27
DUNCAN, BRIAN, DAVID
IAR · Executive Officer · 2.5%
5146077
DUNCAN, DAVID, SCOTT
IAR · Executive Officer · 2.5%
1091805
QVISTGAARD, LARRY, LUND
IAR · Executive Officer · 2.5%
1915349
ROBERT LEO BECK
IAR
1029688
KRISTEN MARIE HULL
IAR
5256937
BRIAN CHARLES CASSIDY
IAR
3129153
GREGG JULIAN WALLER
IAR
4493873
NATHANAEL C DOWNS
IAR
5833891
TAMALA GLENISE WILLIAMS
IAR
4166303
LINDA KAY SMITH
IAR
2049677
JOHN ANTHONY MEZZULLO
IAR
333445
ROBERT L ARROYO
IAR
4818536
COLTON LEE HEARN
IAR
6958996
ROBERT BOYD MCCALMONT
IAR
2225251
Andrew James Harvey
IAR
7173955
FRANCIS STEPHEN ZORACKI
IAR
1363103
JAMES FRANCIS GILLEN
IAR
4635097
JON J PARKHURST
IAR
4594710
JULIE ANN SNYDER
IAR
6472716
TIMOTHY ALLEN KUNKLE
IAR
3049627
GREGORY REED HICKS
IAR
4828097
RONALD JOSEPH KIMS
IAR
5483455
DONALD LOUIS WAITE
IAR
6030353
JACK LEE MARTIN
IAR
852465
Elizabeth Dorothy Kline
IAR
6966188
ALEXANDER PATRICK KLINE
IAR
1271785
THOMAS JOHN WALSH
IAR
1210661