DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Austin, TX
818 is an invite-only community of families who believe wealth is a responsibility.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Clinton G Phillips | Owner | leadership | principal | n/a | yes | fact |
| Daniel Christopher Wohlgemuth | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| TRAVIS Jordan PENFIELD | Ceo | leadership | principal | n/a | yes | fact |
| Lucas Walter Miller Winskowski | President | leadership | principal | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Clinton G Phillips (Owner), Lucas Walter Miller Winskowski (President), TRAVIS Jordan PENFIELD (Ceo), Daniel Christopher Wohlgemuth (Chief Compliance Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan