DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

V•••••• F•••••••• G••••• I•••

CRD 105950

CLEVELAND, OH

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Search this name across graphsid dfx:ria:3470b510-b7cb-92b0-46e0-d9a59b068d65

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 15
On other graphs: 0
Observed: Mar 20, 2012 to Mar 30, 2026
51 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: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=34.0
Regulatory AUM: $867M••• Locked
Discretionary RAUM: $713M
Private client RAUM: $819Mderived••• Locked
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $39.4Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
K••••• D•••• A•••••	n/a	Cleveland, OH \| CLEVELAND, OH	27	42	1	yes
M•••••• F•••••• C•••••	Certified Financial Planner	CLEVELAND, OH	27	34

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• M••••••• T•••••	EXECUTIVE VICE PRESIDENT/SECRETARY	A	yes	12/2011	Dec 4, 2012	Jul 9, 2024
K•••• J•••••• C••••••	CHIEF OPERATING OFFICER	Na	yes	03/2015	Mar 18, 2015	Jul 9, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Pittsburgh	Pa	United States	2	yes
Stamford	Ct	United States	1	yes
Northfield	Oh	United States	1	yes
Sylvania	Oh	United States	1	yes
Bethlehem	Pa	United States

Regulatory AUM by fiscal year

••• Locked

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

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	$867M	$794M	9.2%	$630M	11.2%	60	61	6	5

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••• A•••••• N••••••• L••	2	Nov 28, 2022	Sep 3, 2013	COLUMBUS, OH	Team lift out	RIA to ibd	8.7%
C••••• I••••••••• A••••••• L••	2	Dec 31, 2016	Jun 29, 2023

Relationships

Registered with (45)

← Matthew Thomas HuntAdvisorregistration: current employment
Jul 29, 2026 to presentfactForm ADV
← Scott Anthony ZurawskiAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← KURT RYAN CAMDENAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← THERESA ANN SCHMOTZER

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 9, 2023
A•••••• firm change
Scott Ryan Lewis left V•••••• F•••••••• G••••• I••• for C••••• I••••••••• A••••••• L•• (registered 2023-06-29)
Form ADVobserved 7 days ago
Occurred
Jan 25, 2023
A•••••• firm change
Gregory Allen Large left V•••••• F•••••••• G••••• I••• for Lpl Financial Llc (registered 2023-01-20)
Form ADVobserved 7 days ago
Occurred
Dec 8, 2022
A•••••• firm change
Richard Franklyn Detillio left V•••••• F•••••••• G••••• I••• for C••••• A•••••• N••••••• L•• (registered 2013-09-03)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3470b510-b7cb-92b0-46e0-d9a59b068d65
First observed: Mar 20, 2012
Last observed: Mar 30, 2026 5 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.