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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MCBEATH FINANCIAL GROUP

LANDMARK WEALTH MANAGEMENT, INC., CRD 167188

NORMAL, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c4880b5-9514-cac4-cd1d-3a4ef3e859f5

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Apr 23, 2024 to Sep 11, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $287MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $287M
Private client RAUM: $287MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $41.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 680
Individual clients: 139
High net worth clients: 97
Custody, client assets: $118M
SEC number: 801-130333
CIK: 1985016
CRD: 167188
Filings on the tape: 9
First filed: Apr 23, 2024
Latest filed: Sep 11, 2026
Organised: Corporation, IL
Website: mcbeathfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRISTA DAWN MCBEATH	Chartered Financial Consultant	NORMAL, IL	13	18	3	no
ROBERT LAVERN MCBEATH	n/a	NORMAL, IL	6	26	1	no
Julie Ann Karstens	n/a	NORMAL, IL	4	13	n/a	no
David Zachary Brewer	Certified Financial Planner	NORMAL, IL	3	12	n/a	no
Nathan Michael Sandon	n/a	NORMAL, IL	0	10	n/a	no
Ian Joshua Cavallo	n/a	NORMAL, IL	0	11	n/a	no
Kyleigh Madison Snyder	Certified Financial Planner	NORMAL, IL	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCBEATH, KRISTA, DAWN	TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	03/2013	Apr 23, 2024	May 13, 2024
MCBEATH, ROBERT, LAVERN	TRUSTEE/VICE PRESIDENT	E	yes	04/2018	Apr 23, 2024	May 13, 2024
THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021	Owner	E	yes	08/2022	Apr 23, 2024	May 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MCBEATH TAX AND FINANCIAL SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$287M	$287M	8	8	1	n/a	n/a
2024	Mar 26, 2025	$223M	$223M	6	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	14.3%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$287M	$223M	28.6%	n/a	n/a	8	6	1	1

Relationships

Registered with (8)

← Kyleigh Madison SnyderAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Ian Joshua CavalloAdvisorregistration: current employment
Jan 31, 2026 to presentfactForm ADV
← Nathan Michael SandonAdvisorregistration: current employment
Jan 23, 2026 to presentfactForm ADV
← David Zachary BrewerAdvisorregistration: current employment
May 23, 2023 to presentfactForm ADV
← Julie Ann KarstensAdvisorregistration: current employment
Feb 22, 2022 to presentfactForm ADV
← ROBERT LAVERN MCBEATHAdvisorregistration: current employment
Aug 27, 2020 to presentfactForm ADV
← KRISTA DAWN MCBEATHAdvisorregistration: current employment
Jun 17, 2013 to presentfactForm ADV
← Clark PurdyAdvisorregistration: previous registration
Nov 7, 2024 to Jun 18, 2026factForm ADV

Controls (3)

← MCBEATH, KRISTA, DAWNOwnerTRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 23, 2024 to May 13, 2024factForm ADV
← MCBEATH, ROBERT, LAVERNOwnerTRUSTEE/VICE PRESIDENT, ownership code E, individual
Apr 23, 2024 to May 13, 2024factForm ADV
← THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021OwnerOWNER, ownership code E, domestic entity
Apr 23, 2024 to May 13, 2024factForm ADV

Dated events

Occurred
Jun 18, 2026
Advisor changed firm
Clark Purdy left Mcbeath Financial Group for Toft Wealth, Llc (registered 2026-08-24)
Form ADVobserved 4 days ago
Occurred
Apr 23, 2024
First Form ADV filing
Mcbeath Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c4880b5-9514-cac4-cd1d-3a4ef3e859f5
First observed: Apr 23, 2024
Last observed: Sep 11, 2026 8 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCBEATH FINANCIAL GROUP

LANDMARK WEALTH MANAGEMENT, INC., CRD 167188

NORMAL, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c4880b5-9514-cac4-cd1d-3a4ef3e859f5

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTA DAWN MCBEATH

Chartered Financial Consultant

NORMAL, IL

ROBERT LAVERN MCBEATH

n/a

NORMAL, IL

Julie Ann Karstens

n/a

NORMAL, IL

n/a

David Zachary Brewer

Certified Financial Planner

NORMAL, IL

n/a

Nathan Michael Sandon

n/a

NORMAL, IL

n/a

Ian Joshua Cavallo

n/a

NORMAL, IL

n/a

Kyleigh Madison Snyder

Certified Financial Planner

NORMAL, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCBEATH, KRISTA, DAWN

TRUSTEE/PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

03/2013

Apr 23, 2024

May 13, 2024

MCBEATH, ROBERT, LAVERN

TRUSTEE/VICE PRESIDENT

yes

04/2018

Apr 23, 2024

May 13, 2024

THE MCBEATH FAMILY TRUST DATED APRIL 30, 2021

Owner

yes

08/2022

Apr 23, 2024

May 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCBEATH TAX AND FINANCIAL SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$287M

n/a

2024

Mar 26, 2025

$223M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$287M

$223M

28.6%

n/a