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CRD 297796
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLEM-JAU ODO HATTINK | n/a | ATLANTA, GA | 8 | 43 | 2 | no |
| KRISTIN H RIBIC | Chartered Financial Analyst | ATLANTA, GA | 8 | 15 | n/a | no |
| KENNETH KAULL BUDD | n/a | ATLANTA, GA | 8 | 42 | 1 | no |
| Owen Watts Douglas | n/a | ATLANTA, GA | 1 | 10 | n/a | no |
| KATHERINE CARTER HARDIE HOWARD | n/a | ATLANTA, GA | 1 | 10 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BUDD, KENNETH, KAULL | Manager | E | yes | 08/2018 | Mar 27, 2019 | Nov 4, 2024 |
| DEVONSHIRE WEALTH ADVISORS, LLC | Member | C | yes | 01/2019 | Mar 27, 2019 | Nov 4, 2024 |
| HATTINK, WILLEM-JAU, ODO | Manager | E | yes | 05/2018 | Jun 25, 2018 | Nov 4, 2024 |
| HATTINK, WILLEM-JAU, ODO | MANAGING PARTNER/CCO | Na | yes | 06/2018 | Jun 25, 2018 | Nov 4, 2024 |
| MEADOW CREEK ADVISORS LLC | Member | C | yes | 05/2018 | Mar 27, 2019 | Nov 4, 2024 |
| PINECREST WEALTH MANAGEMENT, LLC | Member | C | yes | 01/2019 | Mar 27, 2019 | Nov 4, 2024 |
| RIBIC, KRISTIN, H | Manager | E | yes | 08/2018 | Mar 27, 2019 | Nov 4, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 12, 2026 | $728M | $365M | 5 | 5 | 0 | n/a | n/a |
| 2024 | Feb 17, 2025 | $668M | $307M | 5 | 5 | 0 | n/a | n/a |
| 2023 | Mar 21, 2024 | $570M | $286M | 5 | 5 | 0 | n/a | n/a |
| 2022 | Feb 23, 2023 | $477M | $240M | 5 | 5 | 0 | n/a | n/a |
| 2021 | Mar 28, 2022 | $527M | $282M | 5 | 5 | 0 | n/a | n/a |
| 2020 | Jan 29, 2021 | $417M | $234M | 2 | 1 | 0 | n/a | n/a |
| 2019 | Feb 10, 2020 | $378M | $243M | 2 | 0 | 0 | n/a | n/a |
| 2018 | Feb 27, 2019 | $211M | $109M | 4 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 20.0% | 0 | 0 | 0 | 1 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $728M | $668M | 8.9% | $477M | 15.1% | 5 | 5 | 0 | 0 |