DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C•••••• R••• C•••••• M••••••••• L••

CRD 305063

MCLEAN, VA

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Search this name across graphsid dfx:ria:2c81857c-7574-b3cf-b703-023702824940

Data as of Jun 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Aug 12, 2019 to Jun 5, 2026
26 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $176M••• Locked
Discretionary RAUM: $176M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• C••••••••• S••••	Owner	D	yes	11/2013	Aug 12, 2019	Jul 23, 2024
A••••• C••••••••• S••••	President	Na	yes	07/2019	Aug 12, 2019	Jul 23, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S•••• W••••• M••••••••• L••	n/a	Bd affiliated wealth	$4.5B	N	yes	n/a
S•••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$176M	$146M	21.1%	$81.2M	29.5%	5	5	0	0

Relationships

Affiliated with (2)

← S•••• W••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ S•••• W••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← C••••••••• S•••• A••••Advisorregistration: previous registration
Nov 25, 2019 to Dec 31, 2025factForm ADV
← ARASH ZARRABIAN

Dated events

Occurred
Dec 31, 2025
Advisor departed, no destination yet
Carmen Dello Iacono no longer registered at C•••••• R••• C•••••• M••••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Dec 31, 2025
Advisor departed, no destination yet
Arash Zarrabian no longer registered at C•••••• R••• C•••••• M••••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Dec 31, 2025
Advisor departed, no destination yet
Christopher Scott Airey no longer registered at C•••••• R••• C•••••• M••••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c81857c-7574-b3cf-b703-023702824940
First observed: Aug 12, 2019
Last observed: Jun 5, 2026 3 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.