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

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$213MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$213M

Private client RAUM

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

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,435

Individual clients

0

High net worth clients

0

SEC number

801-123108

CRD

318169

Filings on the tape

9

First filed

Dec 22, 2021

Latest filed

Mar 19, 2026

Organised

Limited Liability Company, OH

Website

724cap.com

• Occurred

  Mar 16, 2023
  Control person joined

  Wayne Merlin Sorenson (Owner) appeared on Schedule A of 724 Asset Management, Llc

  Form ADVobserved 6 days ago
• Occurred

  Dec 22, 2021
  First Form ADV filing

  724 Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0ceae941-3ac1-9673-b7cc-be1056abba84

First observed

Dec 22, 2021

Last observed

Mar 19, 2026 6 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.