SourcingSourcing

MDT FINANCIAL ADVISORS, LLC

C37
CRD 340925·SEC 801-135557·WEBSTER, TX
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
MDT FINANCIAL ADVISORS, LLC
CRD
340925
SEC file #
801-135557
EIN
—
DBA names
—

Economics

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

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
WEBSTER TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/13/2026
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
DENSON, LARRY, WAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DENSON, LARRY, WAYNE
TAYLOR, CHAD, EVERETT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
0.125
Soi Zip Pct 200k Plus
0.0286
Soi Zip Returns 200k Plus
330
Soi Zip Total AGI
630,374
Fdic Zip Total Deposits
15,443,328,000
Fdic Zip Branch Count
273
Fdic Zip Top Banks
Capital One, National Association
Wells Fargo Bank, National Association

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
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Home Savings of America, FSBWebster, TX
First Prosperity BankWebster, TX
Fdic Zip HHI
819.88
Fdic Zip Top Bank Share Pct
15.16
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI53,711
Returns3,770
Stub 2
AGI124,971
Returns3,440
Stub 3
AGI121,146
Returns1,980
Soi Zip Total Business Income
8,026
Soi Zip Total Cap Gains
8,939
Soi Zip Total Dividends
5,252
Soi Zip Total Returns
11,520
Top Owner CRD
2948365
Trust Company Affiliate
No

People (5)

5
TAYLOR, CHAD, EVERETT
IAR · Direct Owner · 62.5%
2695584
DENSON, LARRY, WAYNE
IAR · Direct Owner · 62.5%
2948365
DANTE MILANESI
IAR
6900151
MORGAN ELIZABETH ARRIAGA
IAR
8071492
NICHOLAS THOMAS RENFRO
IAR
7481693