DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Creative Planning Instl Consulting

unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
5 allocators
Schedule C rows
5 rows
PlanPlan yearCodesRelationship as filedDirect compensation
National Bankshares, Inc. Retirement Income Plan202511enrolled actuary
First Citizens Community Bank Account Balance Pension Plan202511enrolled actuary
SBA Master Defined Benefit Pension Plan for First National Bank202411enrolled actuary
Ampac Fine Chemicals LLC Pension Plan for Bargaini202411enrolled actuary
Ampac Fine Chemicals LLC Pension Plan for Salaried Employees202411enrolled actuary
What changed
No dated events.