SourcingSourcing

MCD-KISSNER GP, LLC

C38
CRD 336165·SEC 801-135398·OVERLAND PARK, KS
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCD-KISSNER GP, LLC
CRD
336165
SEC file #
801-135398
EIN
000000000
DBA names
—

Economics

AUM
$1.02B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEMETREE, MARK, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DEMETREE, MARK, CHARLES
HUDSON, BRENT, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001862435
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-05-17
Edgar Last Filing Date
2021-05-17
Edgar Form D Count
1
Edgar Form D Offerings
2021-05-172021-05-17 · 0001405086-21-000144

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3041
Soi Zip Pct 200k Plus
0.0788
Soi Zip Returns 200k Plus
790
Soi Zip Total AGI
914,273
Fdic Zip Total Deposits
26,395,415,000
Fdic Zip Branch Count
417
Fdic Zip Top Banks
Bank of America, National Association
Capitol Federal Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
Edgar Addresses
Mailing
10955 LOWELL AVENUESUITE 600OVERLAND PARK, KS 66210
Business
10955 LOWELL AVENUESUITE 600OVERLAND PARK, KS 66210
Edgar EIN
000000000
Edgar Recent Filings
D2021-05-17 · 0001405086-21-000144
Fdic Zip Branches Raw
Valley View State BankOverland Park, KS
Mercantile Bank of KansasOverland Park, KS
Fdic Zip HHI
1041.51
Fdic Zip Top Bank Share Pct
23.17
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,547
Returns1,990
Stub 2
AGI78,545
Returns2,090
Stub 3
AGI107,504
Returns1,740
Soi Zip Total Business Income
24,941
Soi Zip Total Cap Gains
51,096
Soi Zip Total Dividends
18,819
Soi Zip Total Returns
10,030
Top Owner CRD
4344171
Trust Company Affiliate
No

People (2)

2
DEMETREE, MARK, CHARLES
Direct Owner · 87.5%
4344171
HUDSON, BRENT, ALAN
Executive Officer · 2.5%
6033337