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I••••••• C••••• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

I••••••• C••••• A•••••••• L••

CRD 331652

ATLANTA, GA

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Search this name across graphsid dfx:ria:16911bbe-d16b-a800-4bbc-62b996615517

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 12, 2024 to Mar 4, 2026
7 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: 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: $53.5MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $53.5M
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

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
E•••••••• V• B•••••••• F•••••••	MANAGING DIRECTOR	Na	yes	11/2023	Aug 12, 2024	Nov 12, 2024
I••••••• C•••••• P•••••••• L••	MANAGING MEMBER	E	yes	05/2024	Aug 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I••••••• C•••••• A•••••••• L••	n/a	Asset manager	$1.5B	Y	yes	n/a

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
2025

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	$53.5M	$0	n/a	n/a	n/a	1	1	0	0

Relationships

Affiliated with (1)

→ I••••••• C•••••• A•••••••• L••Registered adviserother investment adviser, control, common control
factForm ADV

Owns (1)

← B••••• M•••••• H•••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 11, 2024 to Nov 12, 2024factForm ADV

Controls (3)

← E•••••••• V• B•••••••• F•••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Aug 12, 2024 to Nov 12, 2024factForm ADV

Dated events

Occurred
Aug 12, 2024
First Form ADV filing
I••••••• C••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16911bbe-d16b-a800-4bbc-62b996615517
First observed: Aug 12, 2024
Last observed: Mar 4, 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.