SourcingSourcing

GTS FINANCIAL, LLC

C49
CRD 310222·SEC 801-129885·BLOOMINGTON, MN
AUM
$169.9M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$510K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GTS FINANCIAL, LLC
CRD
310222
SEC file #
801-129885
EIN
850931111
DBA names
Trumix Advisors

Economics

AUM
$169.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$147.2M → $169.9M▲ +15%
Client mix
Individuals Other120
Individuals High Net Worth50

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
BLOOMINGTON MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
instagram.com/trumixadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ENGBRECHT, TYLER, JON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ENGBRECHT, TYLER, JON
MEYER, GRANT, ALLAN
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:instagram.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002112647
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-19
Edgar Last Filing Date
2026-05-19
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-19
Accession0002112647-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
3800 AMERICAN BOULEVARD WEST SUITE 350BLOOMINGTON, MN 55431
Business
3800 AMERICAN BOULEVARD WEST SUITE 350BLOOMINGTON, MN 55431
Edgar EIN
850931111
Edgar Recent Filings
13F-HR2026-05-19 · 0002112647-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4888916
Trust Company Affiliate
No

People (4)

4
MEYER, GRANT, ALLAN
IAR · Direct Owner · 37.5%
5545777
ENGBRECHT, TYLER, JON
IAR · Direct Owner · 37.5%
4888916
STELTER, STACEY, GAYLE
Direct Owner · 7.5%
6552960
KEVIN JAMES O`LAUGHLIN
IAR
3268493