SourcingSourcing

TFB ADVISORS, LLC

C48
CRD 321870·SEC 801-126142·OVERLAND PARK, KS
AUM
$840.2M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TFB ADVISORS, LLC
CRD
321870
SEC file #
801-126142
EIN
882289092
DBA names
—

Economics

AUM
$840.2M
AUM band
$500M-$1B
AUM trajectory
'23'26
$308.3M → $840.2M▲ +173%
Client mix
Individuals Other1,156
Individuals High Net Worth170
Corporations17
Pension Profit Sharing Plans8
Charitable Organizations4

Operations

Employees (total)
23
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'23'26
23 advisors → 19 advisors▼ -17%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMSubscription feesFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
taxfavoredbenefits.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WENTZ, DAVID, BUTLER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WENTZ, DAVID, BUTLER
STAPP, WILLIAM, GRANT
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
TAXFAVOREDBENEFITS.COM
Rdap Domain Creation Date
2001-03-28T19:21:32Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
21
Form 5500 Total Compensation
1,430,000
Form 5500 Compensation Trajectory 3y
20251,325,437
2026104,563
Form 5500 Plan Count Trajectory 3y
202519
20262
Schedule C Total Compensation
1,430,000
Schedule C Service Provider Rows
21

SEC EDGAR

Edgar Cik
0001965201
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2023-02-15
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001965201-26-000002

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
10
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4801 W 110TH STSTE 200OVERLAND PARK, KS 66211
Business
4801 W 110TH STSTE 200OVERLAND PARK, KS 66211
Edgar EIN
882289092
Edgar Recent Filings
13F-HR2026-04-20 · 0001965201-26-000002
13F-HR2026-02-13 · 0001965201-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-28T18:21:32Z
Rdap Domain Last Changed
2022-01-27T09:18:26Z
Rdap Nameservers
Ns55.worldnic.comNs56.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2165965
Trust Company Affiliate
No

People (18)

18
WENTZ, DAVID, BUTLER
IAR · Direct Owner · 62.5%
2165965
STAPP, WILLIAM, GRANT
IAR · Direct Owner · 37.5%
2792338
PYTLINSKI, JEFFREY, ETHAN
IAR · Executive Officer · 2.5%
3202398
SWENDIMAN, MATTHEW, ASHLEY
Executive Officer · 2.5%
2849367
William Kenneth Stapp
IAR
8027152
Samuel Boers
IAR
7920844
Samuel Moritz Pedrotti
IAR
8111384
WILLIAM CRAIG MALE
IAR
1709584
Vance Simon Wentz
IAR
6902820
GORDON LEE THORN
IAR
6476947
Robert Alan Shay
IAR
7420716
CRAIG M HALLIER
IAR
2224166
RAY EDWARD SMITH
IAR
1266515
RALPH DAVID WENTZ
IAR
704643
DEE WILLIAM JAMES
IAR
4525217
THOMAS BAKER MULLINIX
IAR
5792865
BARRY KENDALL VILLAVERDE
IAR
5505835
Jaxson Nolen Wentworth
IAR
7766570