DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

G••• F••••••••• L••

CRD 325351

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Search this name across graphsid dfx:ria:2a3fb667-f4d4-5a91-f7b8-35f57e4154e2

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2026 to Jul 30, 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: $55.6M••• Locked
Discretionary RAUM: $55.6M
Private client RAUM: $55.6Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• D•••• G•••••	n/a	MIDLOTHIAN, VA \| Winchester, VA	3	18	2	no
K•••• M•••••• H•••••••	n/a	Winchester, VA \| MIDLOTHIAN, VA	0	19

Relationships

Registered with (2)

← K•••• M•••••• H•••••••Advisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← M•••••• D•••• G•••••Advisorregistration: current employment
May 19, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a3fb667-f4d4-5a91-f7b8-35f57e4154e2
First observed: Jul 30, 2026
Last observed: Jul 30, 2026 55 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.