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R••• T••• C••••••• L••: office on the family offices graph | DFX Data Factory

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Family officesOfficecandidate family office · candidate

R••• T••• C••••••• L••

Family Offices

Franklin, TN

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Search this name across graphsid dfx:fo:ab5aa1a3-c15b-4362-92a7-1f818705fb7b

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 9
On other graphs: 1
Observed: Sep 12, 2026 to Sep 21, 2026
55 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

V••••••• C•••••• M••••••••• L••

Registered adviser · shared crd

Facts

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

13F value: $106M93 positions, 2026-03-31; never AUM
Investments: 0
Direct investments: 0
People: 1
Decision makers: 1derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
L••• A• G•••••••	President & CCO	leadership	senior	n/a	yes	fact

Relationships

Controls (1)

→ V•••••••• L••Vehicleprincipal is the control party
Apr 20, 2026 to presentinferenceForm D

Vehicle of (1)

← V•••••••• L••VehicleShared principal
Apr 20, 2026 to presentinferenceForm D

Employs (1)

→ L••• A• G•••••••PersonPresident & CCO
factForm 13F

Related to (1)

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 9, 2026
New investment vehicle
V•••••••• L••: vehicle linked to R••• T••• C••••••• L•• by shared principal, $1,215,500 sold
V•••••••• L••Form Dobserved 10 days ago
$1.2M

Show 8 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
R••• T••• C••••••• L•• files Form 13F (known_office, $83,356,853 in 85 positions)
Occurred
May 15, 2026
V••••••• C•••••• M••••••••• L•• reported $106,065,918 across 93 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
V••••••• C•••••• M••••••••• L•• increased Proshares Tr 68,059 -> 113,355 shares ($7,082,873 -> $12,016,757)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:ab5aa1a3-c15b-4362-92a7-1f818705fb7b
First observed: Sep 12, 2026
Last observed: Sep 21, 2026 25 h ago
Source families: Federal regulator filings, DFX's own graph
5 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.