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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

W••••• I••••••••• C•••••• I••

CRD 111042

GAINESVILLE, GA

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Search this name across graphsid dfx:ria:39934d39-5197-0ccd-df4e-9c3054a2c91f

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 2
On other graphs: 2
Observed: Mar 30, 2012 to Apr 30, 2026
32 observations

Across DFX

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

Independent Sponsorsidentity

W••••• I••••••••• C•••••• I••

Capital provider to sponsors · shared crd

Allocatorsidentity

W••••• I••••••••• C••••••• I•••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.12 fund_share=0.05 institutional_share=0.4 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.2BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.2B
Private client RAUM: $515MderivedItem 5.D individuals plus high net worth individuals
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
K•••• M• W•••••	n/a	GAINESVILLE, GA	23	27	n/a	no
R••••• T••••• W•••••	Chartered Financial Analyst	GAINESVILLE, GA	22	47

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W•• M•••••• V••••••••• A•• I••••• F•••• L•••	Other Private Fund	$140M	Oct 23, 2024	76	Mar 30, 2012	reported	021-251071
W•• S•••• C•• V•••• F•••• L•••	Other Private Fund	$34.9M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K•••••• J••••• J•••••	PRINCIPAL, AND PRESIDENT	C	yes	01/2011	Mar 30, 2012	Oct 23, 2024
S•••••••• B••••• M••••••	PRINCIPAL, DIRECTOR OF RESEARCH, AND CO-CHIEF INVESTMENT OFFICER	Na	yes	01/2018	Mar 29, 2018

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	16.7%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.2B	$4.0B	6.9%	$3.4B	7.7%	13	13	0	0

Relationships

Advises (4)

→ W•• M•••••• V••••••••• A•• I••••• F••• Q•• L•••Private fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ W•• V•••• F•••• L•••Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ W•• S•••• C•• V•••• F•••• L•••Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ W•• M•••••• V••••••••• A•• I••••• F•••• L•••

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
Brett Michael Slattery left W••••• I••••••••• C•••••• I•• for Moran Wealth Management, Llc (registered 2026-05-13)
Form ADVobserved 7 days ago
Occurred
Oct 22, 2020
Control person left
D Peter Miller (Principal, Portfolio Manager) no longer on Schedule A of W••••• I••••••••• C•••••• I•• (listed 2020-06-30, absent 2020-10-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39934d39-5197-0ccd-df4e-9c3054a2c91f
First observed: Mar 30, 2012
Last observed: Apr 30, 2026 4 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.

2025	Apr 30, 2026	$4.2B	$4.2B	13	8	0	3	n/a
2024	Apr 28, 2025	$4.0B	$3.9B	13	8	0	4	n/a
2023	Mar 20, 2024	$3.5B	$3.4B	11	6	0	4	$214M
2022	Mar 24, 2023	$3.4B	$3.4B	11	6	0	4	$214M
2021	Mar 30, 2022	$3.6B	$3.6B	11	7	0	4	$226M
2020	Mar 30, 2021	$2.9B	$2.9B	11	7	0	4	$212M
2019	Mar 27, 2020	$2.6B	$2.6B	13	8	0	4	$201M
2018	Mar 28, 2019	$2.2B	$2.2B	13	9	0	4	$191M
2017	Mar 29, 2018	$2.2B	$2.2B	13	8	0	4	$211M
2016	Mar 31, 2017	$1.9B	$1.6B	13	8	n/a	4	$195M
2015	Mar 30, 2016	$1.6B	$1.4B	14	9	n/a	4	$155M
2014	Mar 27, 2015	$1.6B	$1.4B	12	6	n/a	3	$186M
2013	Mar 21, 2014	$1.4B	$1.2B	12	6	n/a	3	$149M
2012	Mar 28, 2013	$1.2B	$1.1B	11	6	n/a	3	$114M
2011	Mar 30, 2012	$1.1B	$984M	n/a	n/a	n/a	3	$81.5M