DFX Intelligence

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

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

P•• A•••••••

PEOPLE MAKE THE DIFFERENCE, INC., CRD 159443

HOOVER, AL

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Search this name across graphsid dfx:ria:23414150-0b3b-b66a-061e-0b0e1fd3045a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2023 to Mar 31, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

P•• A•••••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.5 fund_share=0.0 institutional_share=0.5 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $112M••• Locked
Discretionary RAUM: $90.7M
Private client RAUM: $55.7Mderived••• Locked
Private client share: 50%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $55.8Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• I•• M••••••••	n/a	HOOVER, AL	14	23	2	yes
M•••••• S•••••• D••••••••	n/a	HOOVER, AL	14	18

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••••••• M••••••• S••••••	CHIEF COMPLIANCE OFFICER, PRESIDENT	E	yes	04/2014	Mar 30, 2023	Mar 29, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Advisor flows

••• Locked

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	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$112M	$104M	6.9%	$118M	-1.9%	7	6	0	0

Relationships

Registered with (5)

← J•••• I•• M••••••••Advisorregistration: current employment
Dec 15, 2011 to presentfactForm ADV
← M•••••• S•••••• D••••••••Advisorregistration: current employment
Dec 15, 2011 to presentfactForm ADV
← STEVEN RICHARD KAHNAdvisorregistration: previous registration
Jun 6, 2013 to Mar 24, 2017factForm ADV
← Susan R Copeland

Dated events

Occurred
Mar 30, 2023
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23414150-0b3b-b66a-061e-0b0e1fd3045a
First observed: Mar 30, 2023
Last observed: Mar 31, 2026 5 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.