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S•••• F•••••••• M••••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

S•••• F•••••••• M••••••••• I••

CRD 106785

WHITEFISH, MT

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Search this name across graphsid dfx:ria:14482826-892e-27e5-942f-fd9da6651069

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 6
On other graphs: 0
Observed: Mar 26, 2012 to Mar 18, 2026
33 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=0.92 fund_share=0.01 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
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
J•••• B•••• S••••	n/a	WHITEFISH, MT	32	46	n/a	no
C•••••••• M•••• H••••••	n/a	WHITEFISH, MT	22	26

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
D••••••• A•••••• M••••	VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR	B	yes	08/2022	Mar 18, 2026	Mar 18, 2026
H••••••• C••••••••• M••••	MANAGING PARTNER	A	yes	08/2022	Mar 18, 2026

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
0	0	0	0.0%	0	0	0	1	1

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	$2.0B	$1.9B	5.1%	$1.7B	5.4%	14	16	0	0

Relationships

Registered with (12)

← B••••••• W•••••• H••••Advisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← D••••• M•••••Advisorregistration: current employment
Mar 18, 2025 to presentfactForm ADV
← J•••••• L•••••• M••••••Advisorregistration: current employment
Feb 1, 2021 to presentfactForm ADV
← Z••• J•••••

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
Hannah Elizabeth Ahmed left S•••• F•••••••• M••••••••• I•• for Commonwealth Financial Network (registered 2025-09-08)
Form ADVobserved 7 days ago
Occurred
Jul 28, 2021
Control person joined
Mckee Annell Danczyk (Senior Portfolio Manager, Director Of Advisory Services, Director) appeared on Schedule A of S•••• F•••••••• M••••••••• I••
Form ADVobserved 7 days ago
Occurred
Jul 28, 2021
Control person joined
Michael Joseph Laszewski (Senior Portfolio Manager) appeared on Schedule A of S•••• F•••••••• M••••••••• I••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14482826-892e-27e5-942f-fd9da6651069
First observed: Mar 26, 2012
Last observed: Mar 18, 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.

2025	Mar 18, 2026	$2.0B	$2.0B	14	7	0	n/a	n/a
2024	Mar 19, 2025	$1.9B	$1.9B	16	8	0	n/a	n/a
2023	Mar 20, 2024	$1.8B	$1.8B	16	8	0	n/a	n/a
2022	Mar 22, 2023	$1.7B	$1.7B	17	7	0	n/a	n/a
2021	Feb 11, 2022	$1.7B	$1.7B	17	7	0	n/a	n/a
2020	Mar 5, 2021	$1.5B	$1.5B	17	7	0	n/a	n/a
2019	Mar 23, 2020	$1.4B	$1.4B	15	7	0	n/a	n/a
2018	Mar 12, 2019	$1.2B	$1.2B	13	6	0	n/a	n/a
2017	Feb 26, 2018	$1.3B	$1.3B	13	7	0	n/a	n/a
2016	Feb 23, 2017	$1.1B	$1.1B	12	6	n/a	n/a	n/a
2015	Feb 18, 2016	$1.1B	$1.1B	13	6	n/a	n/a	n/a
2014	Jan 19, 2015	$1.1B	$1.1B	10	5	n/a	n/a	n/a
2013	Jan 10, 2014	$974M	$974M	9	5	n/a	n/a	n/a
2012	Mar 20, 2013	$789M	$789M	9	5	n/a	n/a	n/a
2011	Mar 26, 2012	$709M	$709M	n/a	n/a	n/a	n/a	n/a