DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

C•••••• A•••• A••••••• L•••

CRD 291635

S••••SDALE, AZ

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Search this name across graphsid dfx:ria:24d8aeba-a8f5-9874-bac4-8b7abbc41779

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2026 to Mar 23, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $42.3M••• Locked
Discretionary RAUM: $42.3M
Private client RAUM: $42.3Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T•••••• L•• M•••••	n/a	S••••SDALE, AZ	8	39	4	no
S•••• R••••• K••••••••	Certified Financial Planner\|Chartered Financial Consultant	S••••SDALE, AZ	8	26

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••••• I••••••••• R••••••• A•••••••• I•••	2	Aug 31, 2018	Apr 20, 2018	PHOENIX, AZ	Team lift out	Ibd to state RIA	0.1%

Relationships

Registered with (3)

← T•••••• L•• M•••••Advisorregistration: current employment
Apr 20, 2018 to presentfactForm ADV
← S•••• R••••• K••••••••Advisorregistration: current employment
Apr 20, 2018 to presentfactForm ADV
← CHARLES MICHAEL HIRLINGERAdvisorregistration: previous registration
Apr 20, 2018 to Dec 31, 2023factForm ADV

Moved with (1)

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Charles Michael Hirlinger left C•••••• A•••• A••••••• L••• for Covenant Financial Advisors, Llc (registered 2023-11-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24d8aeba-a8f5-9874-bac4-8b7abbc41779
First observed: Mar 23, 2026
Last observed: Mar 23, 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.