SourcingSourcing

YOUR IA, LLC

C33
CRD 338535·SEC 801-134511·ST. GEORGE, UT
AUM
$106.6M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$320K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
YOUR IA, LLC
CRD
338535
SEC file #
801-134511
EIN
—
DBA names
—

Economics

AUM
$106.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other178
Individuals High Net Worth10
Corporations2

Operations

Employees (total)
19
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'25'26
3 advisors → 15 advisors▲ +400%
Primary office
ST. GEORGE UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
youria.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASSOCIATE OWNERS GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ASSOCIATE OWNERS GROUP, INC.
ALLEN, GARRETT, STEVEN
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
YOURIA.COM
Rdap Domain Creation Date
2003-06-25T21:24:43Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
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
0.1905
Soi Zip Pct 200k Plus
0.0542
Soi Zip Returns 200k Plus
1,090
Soi Zip Total AGI
1,635,848
Fdic Zip Total Deposits
34,820,104,000
Fdic Zip Branch Count
511
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Cache Valley Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
21
Bc Firm IAR Count
21
Custodian Candidates
Full
Charles Schwab7
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of Utah, National AssociationSt. George, UT
First Security Bank of Utah, National AssociationSt. George, UT
Fdic Zip HHI
926.63
Fdic Zip Top Bank Share Pct
17.79
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-25T21:24:43Z
Rdap Domain Last Changed
2026-03-23T19:29:56Z
Rdap Nameservers
Pdns09.domaincontrol.comPdns10.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
AGI77,479
Returns6,000
Stub 2
AGI198,500
Returns5,440
Stub 3
AGI181,183
Returns2,950
Soi Zip Total Business Income
40,223
Soi Zip Total Cap Gains
182,904
Soi Zip Total Dividends
34,296
Soi Zip Total Returns
20,100
Trust Company Affiliate
No

People (22)

22
SUTTON, BRYCE, JAY
IAR · Executive Officer · 2.5%
2789705
ALLEN, GARRETT, STEVEN
IAR · Executive Officer · 2.5%
6607537
HAUPT, COLBY, JEREMY
IAR · Executive Officer · 2.5%
7065640
Triggs, Travis, Martin
Executive Officer · 2.5%
8238166
CHAD MICHAEL TACIA
IAR
5144699
ALAN CHOI
IAR
5882363
GARY R FIELDING
IAR
3010142
Casey Scott Hales
IAR
8170350
Kyle Circuit Schilling
IAR
8217359
Kory David Hernandez
IAR
7686881
DERRICK CHOI
IAR
6859569
Karen F Ricketts
IAR
5302973
JASON LEWIS WISEMAN
IAR
5443969
LAM THANH GIANG
IAR
6282550
VICTORIA SABLAN COLEMAN
IAR
4820316
WILLIAM CHARLES RICHARDS
IAR
704666
Christopher Lee Felton
IAR
3222050
JEFFREY M GAPINSKI
IAR
4830208
Kenneth Der
IAR
4610481
WILLIAM CHARLES BILLINGS
IAR
2220399
George Gadzik
IAR
7852944
Dennis Charles Koenning
IAR
1599307