SourcingSourcing

RPR FINANCIAL ADVISORS LLC

C33
CRD 316557·SEC 801-129861·OVERLAND PARK, KS
AUM
$162.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$486K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RPR FINANCIAL ADVISORS LLC
CRD
316557
SEC file #
801-129861
EIN
—
DBA names
Rpr Financial

Economics

AUM
$162.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$128.8M → $162.1M▲ +26%
Client mix
Individuals Other221
Individuals High Net Worth38

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
2 advisors → 4 advisors▲ +100%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
linkedin.com/company/rpr-financial/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARLSON, MITCH, DEAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARLSON, MITCH, DEAN
SADZEWICZ, GERY, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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:linkedin.com

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 (9)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5514653
Trust Company Affiliate
No

People (6)

6
CARLSON, MITCH, DEAN
IAR · Direct Owner · 87.5%
5514653
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
CRAIG SCOTT FISCH
IAR
1538511
CHRISTOPHER James KNOWLES
IAR
5581998
BRYAN LERETTE
IAR
8230124
MARK WHEELER HARRIS
IAR
1789880