SourcingSourcing

CHOREO PARTNER ALLIANCE, LLC

C25
CRD 325238·SEC 801-127852·ROCKFORD, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHOREO PARTNER ALLIANCE, LLC
CRD
325238
SEC file #
801-127852
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
13
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
ROCKFORD IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisers
Fee basis
Other Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
choreoadvisors.com/cpa-alliance

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COMPASS PARENT, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
COMPASS PARENT, L.P.
MCMILLIN, MOLLY, FESTA
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
ok
Rdap Domain
CHOREOADVISORS.COM
Rdap Domain Creation Date
2021-12-06T17:51:45Z
Rdap Firm Age Years
5
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2264
Soi Zip Pct 200k Plus
0.0558
Soi Zip Returns 200k Plus
840
Soi Zip Total AGI
1,255,655
Fdic Zip Total Deposits
22,341,153,000
Fdic Zip Branch Count
264
Fdic Zip Top Banks
Alpine Bank & Trust Co.
Rockford Bank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Union Savings BankRockford, IL
First Federal Savings Bank, F.S.B.Rockford, IL
Fdic Zip HHI
924.65
Fdic Zip Top Bank Share Pct
19.65
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-06T17:51:45Z
Rdap Domain Last Changed
2026-05-13T14:39:59Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,943
Returns3,970
Stub 2
AGI130,453
Returns3,530
Stub 3
AGI149,880
Returns2,420
Soi Zip Total Business Income
30,800
Soi Zip Total Cap Gains
52,256
Soi Zip Total Dividends
33,024
Soi Zip Total Returns
15,060
Trust Company Affiliate
Yes

People (13)

13
MCMILLIN, MOLLY, FESTA
Direct Owner · 87.5%
5143419
VAN DE LOO, JASON, DALE
Direct Owner · 7.5%
7222530
GOTLIN, MATTHEW, ARI
Executive Officer · 2.5%
2498059
Kotfica, Keith, Scott
Executive Officer · 2.5%
8171898
MILES, LAWRENCE, KENNETH
Executive Officer · 2.5%
4549340
RITTERSHAUS, MICHAEL, DAVID
Executive Officer · 2.5%
3167898
SMITH, SHELLEY, GRANT
Executive Officer · 2.5%
5972491
TAMBURINI, LISA, MARIE
Executive Officer · 2.5%
5736810
Alexander Bern Fleming
IAR
8051062
TIMOTHY GREEN
IAR
2918021
GARY SCOTT PARKER
IAR
1836520
SHANNON ARLENE LAYMON-PECORARO
IAR
5923994
Jeffrey Neil Margolis
IAR
8256222