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C••••• F•••••••• P•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

C••••• F•••••••• P•••••••• L••

CRD 281943

DANIEL ISLAND, SC

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Search this name across graphsid dfx:ria:02d97a7a-72eb-b81a-b1a4-7bb1b0bad994

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 14
On other graphs: 0
Observed: Jul 21, 2020 to Jul 6, 2026
34 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: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.13 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $749MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $749M
Private client RAUM: $651MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••• B•••••• C•••••	Certified Financial Planner	DANIEL ISLAND, SC	10	18	2	no
C•••• S••••••	n/a	DANIEL ISLAND, SC	7	10

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• A•••• B••••••	President	E	yes	08/2015	Jul 21, 2020	Aug 15, 2024
G•••••• M••••••• M••••••	CHIEF COMPLIANCE OFFICER	Na	no	08/2023	Sep 16, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MYRTLE BEACH	Sc	United States	7	no
Okatie	Sc	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$749M	$593M	26.4%	$319M	32.9%	30	20	2	2

Relationships

Registered with (21)

← F•••••• F••••Advisorregistration: current employment
May 19, 2026 to presentfactForm ADV
← J••• L••••• C•••••••Advisorregistration: current employment
Feb 6, 2026 to presentfactForm ADV
← K••••• J••• U••••••Advisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← R•••••• D•••••• R••••••

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
C••••• F•••••••• P•••••••• L•• reported RAUM $749.4M, up 26% from $592.9M (2025-10-08 to 2026-03-26)
Form ADVobserved 6 days ago
$157M
Occurred
Mar 21, 2025
Regulatory AUM changed
C••••• F•••••••• P•••••••• L•• reported RAUM $592.9M, up 25% from $472.7M (2024-08-15 to 2025-03-21)
Form ADVobserved 6 days ago
$120M
Occurred
Oct 29, 2024
Advisor changed firm
Kyle Ryan Conner left C••••• F•••••••• P•••••••• L•• for Dba Big Money Retirement And Big Retirement (registered 2025-10-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02d97a7a-72eb-b81a-b1a4-7bb1b0bad994
First observed: Jul 21, 2020
Last observed: Jul 6, 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.