DFX Intelligence

B•••••••• P•••••• W••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

B•••••••• P•••••• W••••• M••••••••• L••

CRD 170525

DALLAS, TX

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Search this name across graphsid dfx:ria:027dd98d-a110-fcc7-285c-8029f3b7fff6

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 7
On other graphs: 0
Observed: Jun 20, 2017 to Mar 30, 2022
12 observations

Across DFX

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.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $604M••• Locked
Discretionary RAUM: $473M
Private client RAUM: $455Mderived••• Locked
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• M••••••	Shareholder	C	yes	11/1984	Jun 20, 2017	Mar 30, 2022
B••••••• M••••••• C•••••	Trustee	F	yes	06/2005	Jun 20, 2017	Mar 30, 2022

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••••• B•••	n/a	n/a	n/a	Y	no	n/a
B•••••••• T••••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Waco	TX	United States	1	yes

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$604M	$305M	98.4%	$199M	44.8%	4	4	1	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••••• P••••• A•••••••• L••	3	Jul 25, 2022	Jul 29, 2022	DALLAS, TX	Firm absorbed	RIA to RIA	75.0%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	2	Jan 26, 2021	Jan 21, 2021	WACO, TX	Team lift out	Ibd to RIA	0.0%

Relationships

Controls (8)

← M••••••••• W••••• C••••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Jun 20, 2017 to presentfactForm ADV
← B••••••• M••••••OwnerSHAREHOLDER, ownership code C, individual
Jun 20, 2017 to presentfactForm ADV
← F••••• M••••• B••••••OwnerTRUSTEE, ownership code F, individual
Jun 20, 2017 to presentfactForm ADV
← B••••••• M••••••• C•••••OwnerTRUSTEE, ownership code F, individual
Jun 20, 2017 to presentfact

Dated events

Occurred
Dec 1, 2022
Advisor changed firm
Rawles Fulgham Bell left B•••••••• P•••••• W••••• M••••••••• L•• for B••••• P••••• A•••••••• L•• (registered 2022-07-29)
Form ADVobserved 7 days ago
Occurred
Jul 25, 2022
Firm absorbed
B•••••••• P•••••• W••••• M••••••••• L••'s advisors moved to B••••• P••••• A•••••••• L•• (Dallas, TX): 3 of 4 registered, on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Jul 25, 2022
Advisor changed firm
Wayne Cornelius Mccullough left B•••••••• P•••••• W••••• M••••••••• L•• for B••••• P••••• A•••••••• L•• (registered 2022-07-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:027dd98d-a110-fcc7-285c-8029f3b7fff6
First observed: Jun 20, 2017
Last observed: Mar 30, 2022 54 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.