KTF INVESTMENTS, LLC
C36
CRD 337465·SEC 801-134137·SEAL BEACH, CA
AUM
$700.2M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 4 advisors
'25'26
3 advisors → 4 advisors▲ +33%
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
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Farmers and Merchants Bank of Long Beach
Compliance & brand
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
13001 SEAL BEACH BOULEVARD# 250SEAL BEACH, CA 90740
Business
13001 SEAL BEACH BOULEVARD# 250SEAL BEACH, CA 90740
Edgar Recent Filings
13F-HR2026-05-04 · 0002099997-26-000002
13F-HR2026-01-30 · 0002099997-26-000001
Fdic Zip Branches Raw
Farmers and Merchants Bank of Long BeachSeal Beach, CA
First Interstate Bank of CaliforniaSeal Beach, CA
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 36,982 |
| Returns | 3,360 |
Stub 2
| AGI | 77,179 |
| Returns | 2,090 |
Stub 3
| AGI | 111,030 |
| Returns | 1,780 |