CARLSON FINANCIAL, INC.
C46
CRD 335831·SEC 801-134078·CANBY, OR
AUM
$318.0M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$954K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 752 |
| Individuals High Net Worth | 69 |
| Pension Profit Sharing Plans | 6 |
| Corporations | 4 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'25 · 1 advisors
'26 · 4 advisors
'25'26
1 advisors → 4 advisors▲ +300%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First State Bank of OregonCanby, OR
First Interstate Bank of Oregon, National AssociationCanby, OR
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 33,079 |
| Returns | 2,720 |
Stub 2
| AGI | 95,458 |
| Returns | 2,560 |
Stub 3
| AGI | 113,509 |
| Returns | 1,840 |