SourcingSourcing

QUESTMONT VIRTUAL FAMILY OFFICE, LLC

C50
CRD 335307·SEC 801-132338·TAMPA, FL
AUM
$435.6M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUESTMONT VIRTUAL FAMILY OFFICE, LLC
CRD
335307
SEC file #
801-132338
EIN
—
DBA names
—

Economics

AUM
$435.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$310.5M → $435.6M▲ +40%
Client mix
Individuals High Net Worth128
Individuals Other15
Pension Profit Sharing Plans5

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
questmont.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RANKER, TAYLOR, KEITH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RANKER, TAYLOR, KEITH
RANKER, SONYA, RICHELLE
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
QUESTMONT.COM
Rdap Domain Creation Date
2013-07-08T16:02:28Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
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
0.1528
Soi Zip Pct 200k Plus
0.0434
Soi Zip Returns 200k Plus
600
Soi Zip Total AGI
1,051,242
Fdic Zip Total Deposits
32,457,594,000
Fdic Zip Branch Count
496
Fdic Zip Top Banks
Synovus Bank
TCM 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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Sun Bank of Tampa BayTampa, FL
NationsBank of Florida, N.A.Tampa, FL
Fdic Zip HHI
531.67
Fdic Zip Top Bank Share Pct
13.42
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-08T16:02:28Z
Rdap Domain Last Changed
2025-07-09T14:47:54Z
Rdap Nameservers
Pdns01.domaincontrol.comPdns02.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
AGI62,170
Returns4,680
Stub 2
AGI132,769
Returns3,630
Stub 3
AGI136,483
Returns2,220
Soi Zip Total Business Income
29,891
Soi Zip Total Cap Gains
49,772
Soi Zip Total Dividends
19,734
Soi Zip Total Returns
13,810
Top Owner CRD
1954114
Trust Company Affiliate
No

People (2)

2
TAYLOR KEITH RANKER
Direct Owner · 62.5%
1954114
SONYA RICHELLE RANKER
Direct Owner · 37.5%
6203107