SourcingSourcing

TEAM HAYS INC.

C47
CRD 324992·SEC 801-127517·DENTON, TX
AUM
$156.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$468K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEAM HAYS INC.
CRD
324992
SEC file #
801-127517
EIN
—
DBA names
Dfs Advisory

Economics

AUM
$156.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$144.0M → $156.0M▲ +8%
Client mix
Individuals Other81
Individuals High Net Worth31
Pension Profit Sharing Plans25

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
DENTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
distinctfinancialsolutions.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HAYS, JOEL, TERRELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HAYS, JOEL, TERRELL
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
ok
Rdap Domain
DISTINCTFINANCIALSOLUTIONS.COM
Rdap Domain Creation Date
2006-04-19T21:19:22Z
Rdap Firm Age Years
20
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
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3279
Soi Zip Pct 200k Plus
0.0858
Soi Zip Returns 200k Plus
1850
Soi Zip Total AGI
2,099,399
Fdic Zip Total Deposits
5,455,652,000
Fdic Zip Branch Count
199
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Independent 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
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Woodforest National BankDenton, TX
Wells Fargo Bank Texas, National AssociationDenton, TX
Fdic Zip HHI
1356.03
Fdic Zip Top Bank Share Pct
29.14
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-19T21:19:22Z
Rdap Domain Last Changed
2024-04-10T14:05:58Z
Rdap Nameservers
Ns15.worldnic.comNs16.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI61,194
Returns4,930
Stub 2
AGI150,492
Returns4,070
Stub 3
AGI196,675
Returns3,190
Soi Zip Total Business Income
60,924
Soi Zip Total Cap Gains
78,152
Soi Zip Total Dividends
23,857
Soi Zip Total Returns
21,560
Top Owner CRD
4609890
Trust Company Affiliate
No

People (3)

3
HAYS, JOEL, TERRELL
IAR · Direct Owner · 87.5%
4609890
REED LYNN HAYS
IAR
8183714
DARRELL MARTIN MITCHELL
IAR
6313329