DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
Aurora, OH
We serve clients with independent financial planning and asset management to help them plan for their future with security and confidence.
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.
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.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Ashleigh Swayze | Counsel | operations | unknown | n/a | yes | fact |
| Heather Demming | Client Relationship Manager | leadership | senior | n/a | yes | fact |
| Gail Demming | Chief Financial Officer/Treasurer | operations | unknown | n/a | yes | fact |
| Kevin Coholan | Chief Compliance Officer/Senior Advisor | operations | unknown | n/a | yes | fact |
| David Demming | President | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Heather Demming (Client Relationship Manager), Kevin Coholan (Chief Compliance Officer/Senior Advisor), Gail Demming (Chief Financial Officer/Treasurer), David Demming (President), Annual Review Checklist (Investment Philosophy).
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