DFX Intelligence

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

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

C••••••••• F••••••••

C••••••••• F•••••••• MANAGEMENT GROUP, LLC, CRD 119695

DUBLIN, OH

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Search this name across graphsid dfx:ria:2c2f0ad2-dfcc-2b84-4df8-9089d270a99b

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 1
Observed: Mar 27, 2012 to Mar 17, 2026
19 observations

Across DFX

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

Allocatorsidentity

C••••••••• F••••••••

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=0.42 fund_share=0.0 institutional_share=0.58 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $589M••• Locked
Discretionary RAUM: $245M
Private client RAUM: $245Mderived••• Locked
Private client share: 42%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $118Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••••• T••• R••••••••	n/a	DUBLIN, OH	17	31	2	no
E••••• S••••• B•••	Certified Financial Planner\|Chartered Financial Consultant	DUBLIN, OH	17	31

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• E•••••• S•••••	MEMBER & CHIEF COMPLIANCE OFFICER	B	yes	11/2018	Mar 27, 2012	Mar 15, 2024
B•••• R•••••• A•••••	Member	C	yes	12/2008	Mar 27, 2012	Mar 15, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• W•••••• A•••••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$589M	$516M	14.1%	$379M	15.8%	6	6	0	0

Relationships

Registered with (5)

← T••••• A••• E••••••Advisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← J•••• M••• C••••Advisorregistration: previous registration
Jan 13, 2009 to Apr 22, 2013factForm ADV
← A••••• T••• R••••••••Advisorregistration: previous registration
May 15, 2008 to Dec 31, 2008factForm ADV
← E••••• S••••• B•••

Dated events

Occurred
Mar 24, 2021
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$265M
Occurred
Mar 27, 2018
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c2f0ad2-dfcc-2b84-4df8-9089d270a99b
First observed: Mar 27, 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.