SourcingSourcing

HENDERSON BROTHERS FINANCIAL PARTNERS LLC

C38
CRD 333732·SEC 801-131774·PITTSBURGH, PA
AUM
$406.8M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD
333732
SEC file #
801-131774
EIN
994573857
DBA names
—

Economics

AUM
$406.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$327.3M → $406.8M▲ +24%
Client mix
Individuals Other702
Individuals High Net Worth342

Operations

Employees (total)
30
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'25'26
22 advisors → 19 advisors▼ -14%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
hendersonbrothersfinancialpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HENDERSON BROTHERS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HENDERSON BROTHERS, INC.
RYAN, JACK, PATRICK
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
HENDERSONBROTHERSFINANCIALPARTNERS.COM
Rdap Domain Creation Date
2024-09-13T18:57:25Z
Rdap Firm Age Years
2
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
Form 5500 Plan Count
2
Form 5500 Total Compensation
15,676
Form 5500 Compensation Trajectory 3y
202615,676
Form 5500 Plan Count Trajectory 3y
20262
Schedule C Total Compensation
15,676
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0002064329
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-10
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0002064329-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
15
Bc Firm Active IA Count
19
Bc Firm IAR Count
19
Custodian Candidates
Full
Lpl Financial9
E*trade4
Edgar Addresses
Mailing
920 FORT DUQUESNE BLVDPITTSBURGH, PA 15222
Business
920 FORT DUQUESNE BLVDPITTSBURGH, PA 15222
Edgar EIN
994573857
Edgar Recent Filings
13F-HR2026-05-04 · 0002064329-26-000003
13F-HR2026-02-10 · 0002064329-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-13T18:57:25Z
Rdap Domain Last Changed
2026-04-09T09:38:18Z
Rdap Nameservers
Yevgen.ns.cloudflare.comZiggy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (19)

19
RYAN, JACK, PATRICK
IAR · Executive Officer · 2.5%
6730388
WARZINSKI, MEGAN
IAR · Executive Officer · 2.5%
5048743
Sierra Christian
IAR
7390199
BENJAMIN ERIC RATHFON
IAR
5667412
KEVIN BOVE
IAR
6032129
JOSEPH ANTHONY CRAVOTTA
IAR
4620273
SCOTT FRANCIS FREMER
IAR
2365565
THOMAS BRIAN GREALISH
IAR
2802223
CRAIG THOMAS YOCHUM
IAR
6711501
TIFFANY MARIE BENIGNI
IAR
5966269
DANIEL WALKER GREALISH
IAR
6624461
JOHN MICHAEL KIRKPATRICK
IAR
5836213
ANTHONY J BARONE
IAR
5313945
Austin William Krise
IAR
6687746
GABRIEL ANTONI
IAR
7275250
William Gillies McMillan
IAR
7593025
CHRISTOPHER JAY SECURCHER
IAR
5178808
JOSEPH MICHAEL KELLY
IAR
7185982
ROBLYN MARIE KELLY
IAR
6069794