DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

A••••••• F•••••••• G••••

A••••••• F•••••••• G•••• LLC, CRD 292390

DOYLESTOWN, PA

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Search this name across graphsid dfx:ria:24bd0557-6692-7491-d466-6e828726465a

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 13, 2018 to Mar 19, 2026
19 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $153M••• Locked
Discretionary RAUM: $150M
Private client RAUM: $150Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $51.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
F•••• J• F•••••••••	Certified Financial Planner	DOYLESTOWN, PA \| New York, NY	6	13	n/a	no
R••••• B••••	n/a	DOYLESTOWN, PA	3	10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••••••• F••••• J•	FOUNDER, PRESIDENT, AND CCO	E	yes	04/2018	Nov 13, 2018	Jun 26, 2020

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 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	1	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	$153M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Registered with (3)

← J•••••• C•••••• R••••••Advisorregistration: current employment
Aug 27, 2025 to presentfactForm ADV
← R••••• B••••Advisorregistration: current employment
May 4, 2023 to presentfactForm ADV
← F•••• J• F•••••••••Advisorregistration: current employment
Oct 23, 2019 to presentfactForm ADV

Controls (1)

Dated events

Occurred
Nov 24, 2019
Succession filed (Item 4)
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 27, 2019
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 13, 2018
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24bd0557-6692-7491-d466-6e828726465a
First observed: Nov 13, 2018
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.