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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

A••••••••• F•••••••• ••••••• L••

CRD 335337

GRAND C•••••

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Search this name across graphsid dfx:ria:1fdfac1d-ff66-6b5a-2025-1006cb8182c0

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2026 to Sep 11, 2026
2 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: other adviserderivedprivate_client_share=0.0 fund_share=0.59 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $5.8BItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.8B
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
A••••••••• P••	TRUSTEE OF T•• A••••••••• S••• T••••	Na	yes	09/2026	Sep 11, 2026	Sep 11, 2026
M••••••• D••••	Director	Na	yes	05/2026	Sep 11, 2026

Relationships

Owns (1)

← G••••••• P••••• R••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 11, 2026 to presentfactForm ADV

Controls (4)

← T•• A••••••••• S••• T••••OwnerSHAREHOLDER, ownership code E, foreign entity
Sep 11, 2026 to presentfactForm ADV
← S••••• E••••••• D••••••• P•OwnerDIRECTOR, ownership code NA, individual
Sep 11, 2026 to presentfactForm ADV
← M••••••• D••••OwnerDIRECTOR, ownership code NA, individual

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fdfac1d-ff66-6b5a-2025-1006cb8182c0
First observed: Jun 3, 2026
Last observed: Sep 11, 2026 11 days 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.