SourcingSourcing

LEIBMAN FINANCIAL SERVCES, INC.

A72
CRD 323120·SEC 801-126978·LOUISVILLE, NE
AUM
$173.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$519K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEIBMAN FINANCIAL SERVCES, INC.
CRD
323120
SEC file #
801-126978
EIN
—
DBA names
—

Economics

AUM
$173.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$156.5M → $173.1M▲ +11%
Client mix
Individuals Other203
Individuals High Net Worth67

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
4 advisors → 4 advisors▬ 0%
Primary office
LOUISVILLE NE
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/10/2026
ADV-W filed at
—
Website
228main.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEIBMAN, MARK, EDWARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
LEIBMAN, MARK, EDWARD
GARVER, WILLIAM, DANIEL
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
228MAIN.COM
Rdap Domain Creation Date
2000-08-10T20:05:02Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Domain Registration Services, Inc. dba dotEarth.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
0.3566
Soi Zip Pct 200k Plus
0.0853
Soi Zip Returns 200k Plus
110
Soi Zip Total AGI
125,191
Fdic Zip Total Deposits
1,951,779,000
Fdic Zip Branch Count
53
Fdic Zip Top Banks
Home State Bank
Pinnacle Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Home State BankLouisville, NE
Home State BankLouisville, NE
Fdic Zip HHI
4648.66
Fdic Zip Top Bank Share Pct
49.68
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-10T20:05:02Z
Rdap Domain Last Changed
2023-11-14T05:20:13Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,335
Returns280
Stub 2
AGI7,619
Returns210
Stub 3
AGI12,485
Returns200
Soi Zip Total Business Income
2,209
Soi Zip Total Cap Gains
1,764
Soi Zip Total Dividends
1,367
Soi Zip Total Returns
1,290
Top Owner CRD
1239973
Trust Company Affiliate
No

People (5)

5
LEIBMAN, MARK, EDWARD
IAR · Direct Owner · 37.5%
1239973
LEIBMAN, GREGORY, G
IAR · Direct Owner · 17.5%
5753261
LEIBMAN, CAITLIN, CLAIR
IAR · Direct Owner · 17.5%
6933649
GARVER, WILLIAM, DANIEL
IAR · Direct Owner · 17.5%
6921795
Whitney Elizabeth Engle
IAR
7181669