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.

Firm class

no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=8.0

Regulatory AUM

$0Item 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

46

Advisory employees

22

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

SEC number

801-135606

CRD

339520

Filings on the tape

1

First filed

Feb 18, 2026

Latest filed

Feb 18, 2026

Organised

Limited Liability Company, DE

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05a508a0-4de2-7ca4-214a-1e8ce1a8f13c

First observed

Feb 18, 2026

Last observed

Feb 18, 2026 7 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.