SourcingSourcing

TFP MANAGEMENT, LLC

B57
CRD 313543·SEC 801-121243·BETTENDORF, IA
AUM
$273.0M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$819K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TFP MANAGEMENT, LLC
CRD
313543
SEC file #
801-121243
EIN
—
DBA names
—

Economics

AUM
$273.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$180.3M → $273.0M▲ +51%
Client mix
Individuals Other592
Individuals High Net Worth68

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
BETTENDORF IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELIZONDO, DAVID, WAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ELIZONDO, DAVID, WAYNE
KAMPMANN, DRUE, SCOTT
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
TRUEFINANCIALPARTNERS.COM
Rdap Domain Creation Date
2010-11-10T20:43:21Z
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3703
Soi Zip Pct 200k Plus
0.1345
Soi Zip Returns 200k Plus
2,680
Soi Zip Total AGI
2,544,776
Fdic Zip Total Deposits
24,232,774,000
Fdic Zip Branch Count
336
Fdic Zip Top Banks
Quad City Bank and Trust Company
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fdic Zip Branches Raw
Northwest Bank & Trust CompanyBettendorf, IA
First Federal Savings Bank of IowaBettendorf, IA
Fdic Zip HHI
2195.86
Fdic Zip Top Bank Share Pct
43.31
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-22T11:59:59Z
Rdap Domain Last Changed
2025-12-23T12:44:38Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI50,320
Returns4,300
Stub 2
AGI125,706
Returns3,400
Stub 3
AGI173,562
Returns2,800
Soi Zip Total Business Income
53,977
Soi Zip Total Cap Gains
166,850
Soi Zip Total Dividends
72,204
Soi Zip Total Returns
19,930
Top Owner CRD
1338331
Trust Company Affiliate
No

People (3)

3
ELIZONDO, DAVID, WAYNE
IAR · Direct Owner · 62.5%
1338331
KAMPMANN, DRUE, SCOTT
IAR · Direct Owner · 62.5%
3007633
Thomas Gerald Stahle
IAR
6667578