SourcingSourcing

ACTS FINANCIAL ADVISORS, LLC

C49
CRD 325930·SEC 801-129105·MCLEAN, VA
AUM
$126.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$380K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACTS FINANCIAL ADVISORS, LLC
CRD
325930
SEC file #
801-129105
EIN
—
DBA names
Acts Financial Advisors

Economics

AUM
$126.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$114.8M → $126.5M▲ +10%
Client mix
Individuals High Net Worth18
Individuals Other5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
actsfinancialadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHANG, STEPHEN, WALTER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CHANG, STEPHEN, WALTER
EID, MARK, PHILLIP
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
ACTSFINANCIALADVISORS.COM
Rdap Domain Creation Date
2023-03-10T19:19:13Z
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6441
Soi Zip Pct 200k Plus
0.4689
Soi Zip Returns 200k Plus
6,720
Soi Zip Total AGI
7,038,420
Fdic Zip Total Deposits
125,143,224,000
Fdic Zip Branch Count
654
Fdic Zip Top Banks
Truist Bank
Chain Bridge Bank, National Association

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Signet Bank-VirginiaMclean, VA
First Virginia BankMclean, VA
Fdic Zip HHI
696.64
Fdic Zip Top Bank Share Pct
16.8
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-10T19:19:13Z
Rdap Domain Last Changed
2023-03-10T19:19:14Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.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
AGI22,753
Returns2,490
Stub 2
AGI38,402
Returns1,040
Stub 3
AGI49,472
Returns790
Soi Zip Total Business Income
208,927
Soi Zip Total Cap Gains
1,104,624
Soi Zip Total Dividends
441,021
Soi Zip Total Returns
14,330
Top Owner CRD
7717661
Trust Company Affiliate
No

People (2)

2
EID, MARK, PHILLIP
IAR · Direct Owner · 62.5%
7717662
CHANG, STEPHEN, WALTER
IAR · Direct Owner · 62.5%
7717661