SourcingSourcing

GAINLINE FINANCIAL PARTNERS, LLC

C35
CRD 326716·SEC 801-128065·LOUISVILLE, CO
AUM
$348.6M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GAINLINE FINANCIAL PARTNERS, LLC
CRD
326716
SEC file #
801-128065
EIN
—
DBA names
—

Economics

AUM
$348.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$273.1M → $348.6M▲ +28%
Client mix
Individuals High Net Worth581
Individuals Other417

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
LOUISVILLE CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/gainlinefinancialpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARKMEIER, CHARLES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BARKMEIER, CHARLES
ROHR, PAUL, B
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7185795
Trust Company Affiliate
No

People (7)

7
ROHR, PAUL, B
IAR · Direct Owner · 62.5%
6249565
BARKMEIER, CHARLES
IAR · Direct Owner · 62.5%
7185795
MICHELLE LEA ELDRIDGE
Executive Officer · 2.5%
4143449
CASEY LEE WESSON
IAR
6674781
SUMMER VAUGHAN
IAR
6937261
NADIA CRAINICH
IAR
7190108
Sonya Gillis
IAR
2452562