DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B••••••• F•••••••• A•••••••• I•••

CRD 116690

ATLANTA, GA

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Search this name across graphsid dfx:ria:371aa7dc-7651-9118-1f2e-632187733327

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 28, 2013 to Sep 3, 2026
18 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=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $529M••• Locked
Discretionary RAUM: $529M
Private client RAUM: $519Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $106Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• M•••••• J••••	Certified Financial Planner	ATLANTA, GA	22	26	n/a	yes
M••• A••• B•••••	Certified Financial Planner	ATLANTA, GA	21	25	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• M•••• A•••	MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	D	yes	10/2012	Feb 28, 2013	Jan 29, 2024
J••••• T•••••• M••••••	MANAGING PARTNER	D	yes	01/2007	Feb 28, 2013	Jan 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••• F•••••••• G••••• I•••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Adrian	Mi	United States	1	no

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	$529M	$475M	11.5%	$407M	9.2%	7	7	1	1

Relationships

Registered with (5)

← R••••• J••• H•••••Advisorregistration: current employment
Jul 23, 2021 to presentfactForm ADV
← J•••• R•••• S•••••••Advisorregistration: current employment
Mar 1, 2021 to presentfactForm ADV
← A••••• A•••••••• T•••••••Advisorregistration: current employment
Feb 15, 2008 to presentfactForm ADV
← M••• A••• B•••••

Dated events

Occurred
Mar 16, 2022
Regulatory AUM changed
B••••••• F•••••••• A•••••••• I••• reported RAUM $436.3M, up 39% from $314.2M (2021-03-03 to 2022-03-16)
Form ADVobserved 7 days ago
$122M
Occurred
Mar 3, 2021
Control person left
C Philip Benedict (Founding Partner) no longer on Schedule A of B••••••• F•••••••• A•••••••• I••• (listed 2020-06-29, absent 2021-03-03)
Form ADVobserved 7 days ago
Occurred
Feb 28, 2013
First Form ADV filing
B••••••• F•••••••• A•••••••• I••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:371aa7dc-7651-9118-1f2e-632187733327
First observed: Feb 28, 2013
Last observed: Sep 3, 2026 19 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.