DFX Intelligence

A••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

A••••• A•••••••

A••••• CAPITAL MANAGEMENT, LLC, CRD 151762

LOGAN, UT

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Search this name across graphsid dfx:ria:0157dafd-553a-3367-728a-091b8ff67248

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 56
Dated events: 40
On other graphs: 2
Observed: Nov 17, 2014 to Jul 2, 2026
53 observations

Across DFX

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

Private Equityidentity

A••••• F••••• O••••••

Private equity manager · shared crd

Private Creditidentity

A••••• A•••••••

Private credit manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $629M
Private client RAUM: $971Mderived••• Locked
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $126Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••• S•••••• B•••••	n/a	LOGAN, UT \| Draper, UT	7	34	1	no
A••••• M•••••• S••••	Certified Financial Planner	LOGAN, UT \| Draper, UT	4	11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••• P•••••• C••••• S••••••••• L•	Hedge Fund	$46.4M	Dec 20, 2024	55	Apr 11, 2018	dropped	n/a
A••••• G••••• S••••••••• F•••	Hedge Fund	$39.1M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• E•••• S••••••	Founder	Na	yes	04/2026	Jul 2, 2026	Jul 2, 2026
B•••• R•••• M•••••	MANAGING PARTNER, CEO	Na	yes	04/2026	Jul 2, 2026	Jul 2, 2026

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••• P•••••••• S••••• O• C••••••••• M••••••••• I•• L•	n/a	n/a	n/a	Y	yes	n/a
A••••• P•••••• C••••• S••••••••• L•	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Logan	Ut	United States	3	no
Vernal	Ut	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	50.0%	0	0	0	2	6

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.0B	24.1%	$642M	25.2%	13	17	2	2

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
T••••• W••••• M••••••••• L••	4	Apr 2, 2026	Apr 14, 2026	LOGAN, UT	Team lift out	RIA to new firm	26.7%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••• C•••••• W••••• M••••••••• L••	3	Jun 2, 2022	Apr 11, 2022	PROVIDENCE, UT	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (16)

← D••••• T•••••• T••••••OwnerMANAGING PARTNER, CIO, ownership code NA, individual
Jul 2, 2026 to presentfactForm ADV
← T••••••••• L••OwnerOWNER, ownership code C, domestic entity
Jul 2, 2026 to presentfactForm ADV
← C••••••••• I•••••••••OwnerOWNER, ownership code C, domestic entity
Jul 2, 2026 to presentfactForm ADV
← R•• V••••••• L••OwnerOWNER, ownership code C, domestic entity
Jul 2, 2026 to presentfact

Dated events

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

Occurred
Jul 2, 2026
Ria office closed
••• Locked
Form ADVobserved today
Occurred
Jul 2, 2026
Ria office closed
••• Locked
Form ADVobserved today
Occurred
Jul 2, 2026
Ria office opened
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0157dafd-553a-3367-728a-091b8ff67248
First observed: Nov 17, 2014
Last observed: Jul 2, 2026 2 months 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.