SourcingSourcing

ENZA FINANCIAL, LLC

C41
CRD 315827·SEC 801-125885·INDEPENDENCE, OH
AUM
$191.2M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$573K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENZA FINANCIAL, LLC
CRD
315827
SEC file #
801-125885
EIN
—
DBA names
—

Economics

AUM
$191.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$111.4M → $191.2M▲ +72%
Client mix
Individuals Other153
Individuals High Net Worth45

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
INDEPENDENCE OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesOther Compensation

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
enzafinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAHILL, LINDA, ANN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CAHILL, LINDA, ANN
CREA, JOSEPH, ROSS
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
ENZAFINANCIAL.COM
Rdap Domain Creation Date
2017-02-23T19:25:48Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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
362,222
Form 5500 Compensation Trajectory 3y
2025362,222
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
362,222
Schedule C Service Provider Rows
8

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
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-23T19:25:48Z
Rdap Domain Last Changed
2022-10-02T00:36:45Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2437382
Trust Company Affiliate
No

People (4)

4
CAHILL, LINDA, ANN
IAR · Direct Owner · 37.5%
2437382
CREA, JOSEPH, ROSS
IAR · Direct Owner · 37.5%
2110561
FISCHER, SCOTT, GERALD
IAR · Direct Owner · 7.5%
4358126
Reed, Katherine, E
Executive Officer · 2.5%
4223440