SourcingSourcing

REA FINANCIAL, INC

C34
CRD 340696·SEC 801-135745·ORLANDO, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REA FINANCIAL, INC
CRD
340696
SEC file #
801-135745
EIN
—
DBA names
Rea Financial

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
ORLANDO FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/18/2026
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
Rea, James, W
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Rea, James, W
Yocum, Brittany
Solo Advisor Indicator
Yes
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 Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2239
Soi Zip Pct 200k Plus
0.087
Soi Zip Returns 200k Plus
1,460
Soi Zip Total AGI
1,642,154
Fdic Zip Total Deposits
10,265,099,000
Fdic Zip Branch Count
140
Fdic Zip Top Banks
Bank of America, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Suntrust Bank, Central Florida, National AssociationCelebration, FL
SunTrust Bank, Central Florida, National AssociationCelebration, FL
Fdic Zip HHI
2323.51
Fdic Zip Top Bank Share Pct
36.51
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,732
Returns4,600
Stub 2
AGI171,798
Returns4,760
Stub 3
AGI141,621
Returns2,320
Soi Zip Total Business Income
65,318
Soi Zip Total Cap Gains
140,672
Soi Zip Total Dividends
49,898
Soi Zip Total Returns
16,790
Top Owner CRD
8220574
Trust Company Affiliate
No

People (3)

3
Rea, James, W
Direct Owner · 87.5%
8220574
Yocum, Brittany
Executive Officer · 2.5%
8253484
LOGAN THOMAS WOLFLEY
IAR
7421201