SourcingSourcing

DEDEKER FINANCIAL, LLC

B58
CRD 325537·SEC 801-127915·ST. LOUIS PARK, MN
AUM
$165.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$497K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DEDEKER FINANCIAL, LLC
CRD
325537
SEC file #
801-127915
EIN
883947841
DBA names
Captar Private Wealth

Economics

AUM
$165.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$137.0M → $165.5M▲ +21%
Client mix
Individuals Other170
Individuals High Net Worth14
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ST. LOUIS PARK MN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
captarprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEDEKER, KENNETH, DEAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DEDEKER, KENNETH, DEAN
Kelzenberg, Todd, Joseph
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
CAPTARPRIVATEWEALTH.COM
Rdap Domain Creation Date
2023-02-10T19:15:23Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002113408
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-03-31
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0002085853-26-000377

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2887
Soi Zip Pct 200k Plus
0.0847
Soi Zip Returns 200k Plus
1,150
Soi Zip Total AGI
1,289,099
Fdic Zip Total Deposits
13,830,458,000
Fdic Zip Branch Count
136
Fdic Zip Top Banks
Bremer Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
Fidelity4
E*trade4
Edgar Addresses
Mailing
600 HWY 169 SOUTHSUITE 720ST. LOUIS PARK, MN 55426
Business
600 HWY 169 SOUTHSUITE 720ST. LOUIS PARK, MN 55426
Edgar EIN
883947841
Edgar Recent Filings
13F-HR2026-04-15 · 0002085853-26-000377
13F-HR2026-03-31 · 0002085853-26-000298
Fdic Zip Branches Raw
Firstar Bank of Minnesota, National AssociationSt. Louis Park, MN
Firstar Bank of Minnesota, National AssociationSt. Louis Park, MN
Fdic Zip HHI
2056.58
Fdic Zip Top Bank Share Pct
30.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-10T19:15:23Z
Rdap Domain Last Changed
2023-02-10T19:15:24Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.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
AGI31,714
Returns2,570
Stub 2
AGI106,998
Returns2,820
Stub 3
AGI159,450
Returns2,580
Soi Zip Total Business Income
32,012
Soi Zip Total Cap Gains
32,004
Soi Zip Total Dividends
21,166
Soi Zip Total Returns
13,580
Top Owner CRD
1771465
Trust Company Affiliate
No

People (3)

3
DEDEKER, KENNETH, DEAN
IAR · Direct Owner · 62.5%
1771465
Kelzenberg, Todd, Joseph
IAR · Direct Owner · 37.5%
4196625
RYAN PATRICK NORMAN
IAR
7494131