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

independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$103MItem 5.F on the latest filing (2026-02-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$103M

Private client RAUM

$84.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

82%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$51.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

441

Individual clients

163

High net worth clients

12

Custody, client assets

$4.8M

SEC number

801-66579

CRD

140226

Filings on the tape

20

First filed

Mar 6, 2012

Latest filed

Feb 20, 2026

Organised

Limited Liability Company, UT

Website

myagfinancial.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0a408bf7-e9c9-427d-a935-207a39801d74

First observed

Mar 6, 2012

Last observed

Feb 20, 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.