SourcingSourcing

KOOMAN & ASSOCIATES

C19
CRD 322163·SEC 801-126429·ALTOONA, PA
AUM
$555.6M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KOOMAN & ASSOCIATES
CRD
322163
SEC file #
801-126429
EIN
—
DBA names
—

Economics

AUM
$555.6M
AUM band
$500M-$1B
AUM trajectory
'23'26
$320.3M → $555.6M▲ +73%
Client mix
Individuals High Net Worth158
Individuals Other151
Corporations16
Charitable Organizations6

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
5 advisors → 6 advisors▲ +20%
Primary office
ALTOONA PA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/in/jeff-starkey-cfp%c2%ae-6490244(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE STARKEY FAMILY JOINT REVOCABLE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
THE STARKEY FAMILY JOINT REVOCABLE
STARKEY, JEFFREY, NICHOLAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kooman.com

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
0.1374
Soi Zip Pct 200k Plus
0.0214
Soi Zip Returns 200k Plus
290
Soi Zip Total AGI
750,798
Fdic Zip Total Deposits
28,941,165,000
Fdic Zip Branch Count
555
Fdic Zip Top Banks
Manufacturers and Traders Trust Company
Reliance Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Raymond James8
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Reliance Savings BankAltoona, PA
Reliance Savings BankAltoona, PA
Fdic Zip HHI
2484.85
Fdic Zip Top Bank Share Pct
46.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,503
Returns4,710
Stub 2
AGI137,660
Returns3,800
Stub 3
AGI121,498
Returns1,980
Soi Zip Total Business Income
16,776
Soi Zip Total Cap Gains
13,469
Soi Zip Total Dividends
11,951
Soi Zip Total Returns
13,540
Trust Company Affiliate
No

People (8)

8
STARKEY, JEFFREY, NICHOLAS
IAR · Executive Officer · 2.5%
6323982
Justin Richard Best
IAR
7756038
AMY LYNN DELAUTER
IAR
3233869
KATHRYN KOOMAN STARKEY
IAR
6338971
STACY MARIE ANDERSON
IAR
4782048
Robert Statzell Krimmel
IAR
8205163
KYLE W MOERSCHBACHER
IAR
7241062
Jackson Darius Boyer
IAR
7492708