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.

Firm class

mixed wealth managerderivedprivate_client_share=0.4 fund_share=0.27 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$314MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$314M

Private client RAUM

$127MderivedItem 5.D individuals plus high net worth individuals

Private client share

40%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$157Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

50

Individual clients

31

High net worth clients

14

Custody, client assets

$25.1M

SEC number

801-66657

CIK

1381954

CRD

135769

Filings on the tape

20

First filed

Feb 2, 2012

Latest filed

Mar 17, 2026

Organised

Limited Liability Company, WA

Website

tietoncapital.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2bef333b-ad55-34f4-67c7-1cd9ddcbe6e1

First observed

Feb 2, 2012

Last observed

Mar 17, 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.