SourcingSourcing

25, LLC

C21
CRD 317916·SEC 801-123213·SAINT LOUIS, MO
AUM
$545.0M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
25, LLC
CRD
317916
SEC file #
801-123213
EIN
000000000
DBA names
25 Financial

Economics

AUM
$545.0M
AUM band
$500M-$1B
AUM trajectory
'23'26
$187.0M → $545.0M▲ +191%
Client mix
Individuals Other255
Individuals High Net Worth250

Operations

Employees (total)
19
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'22'26
1 advisors → 8 advisors▲ +700%
Primary office
SAINT LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
25financial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LARSON, JEFFREY, SCOTT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LARSON, JEFFREY, SCOTT
LARSON, RANDALL, 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
25FINANCIAL.COM
Rdap Domain Creation Date
2018-08-20T18:41:17Z
Rdap Firm Age Years
8
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
No

SEC EDGAR

Edgar Cik
0001774044
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-04-16
Edgar Last Filing Date
2019-04-16
Edgar Form D Count
1
Edgar Form D Offerings
2019-04-162019-04-16 · 0001774044-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
10101 SOUTH DIXIE HIGHWAYPINECREST, FL 33156
Business
10101 SOUTH DIXIE HIGHWAYPINECREST, FL 33156
Edgar EIN
000000000
Edgar Recent Filings
D2019-04-16 · 0001774044-19-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-17T11:59:59Z
Rdap Domain Last Changed
2025-12-23T18:01:33Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4836889
Trust Company Affiliate
No

People (9)

9
LARSON, JEFFREY, SCOTT
IAR · Direct Owner · 37.5%
4836889
LARSON, RANDALL, SCOTT
IAR · Direct Owner · 37.5%
5862743
MEYERS, BRADLEY, STEVEN
IAR · Executive Officer · 2.5%
6455807
BROOKS, NATHAN, JAMES
IAR · Executive Officer · 2.5%
5769694
BRIAN ADAM SANGUINET
IAR
5927901
Sarah Jean Wilson
IAR
7449285
JONATHAN PAUL LESTER
IAR
6231570
Stephan Kern Josiah McKee
IAR
7208371
Timothy P Moore
IAR
7306168