DFX Intelligence

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

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

M••••••••• I••••••••• A•••••••

M••••••••• ADVISORS I, LLC, CRD 165094

WICHITA FALLS, TX

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Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 3, 2012 to Apr 30, 2026
19 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 managerderived••• Locked
Regulatory AUM: $146M••• Locked
Discretionary RAUM: $146M
Private client RAUM: $142Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $73.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G••••• A•• B•••••••	n/a	WICHITA FALLS, TX \| Wichita Falls, TX	8	37	1	no
J•••••• B•••• H••••••	n/a	WICHITA FALLS, TX	3	12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• G•••••• A••	OWNER/CCO	E	yes	10/2018	Aug 9, 2012	Mar 19, 2024
F•••• J•••• J••••	PARTIAL OWNER	B	yes	07/2012	Aug 3, 2012	Mar 19, 2024

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	$146M	$130M	12.2%	$106M	11.4%	3	3	0	0

Relationships

Registered with (2)

← J•••••• B•••• H••••••Advisorregistration: current employment
Apr 24, 2023 to presentfactForm ADV
← G••••• A•• B•••••••Advisorregistration: current employment
Sep 29, 2017 to presentfactForm ADV

Controls (2)

← B•••••••• G•••••• A••OwnerOWNER/CCO, ownership code E, individual
Aug 9, 2012 to Mar 19, 2024factForm ADV
← F•••• J•••• J••••

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
3 Aug 2012
First Form ADV filing
••• Locked
Form ADV
Occurred
3 Aug 2012
Succession filed (Item 4)
••• Locked
Form ADV

Show 1 bookkeeping event

Occurred
Apr 30, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 3, 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.

All 14 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	May 31, 2016	$140M	$140M	3	2	n/a	n/a	n/a
2014	Feb 10, 2015	$208M	$208M	3	2	n/a	n/a	n/a
2013	Mar 7, 2014	$205M	$205M	3	2	n/a	n/a	n/a
2012	Apr 4, 2013	$202M	$202M	3	2	n/a	n/a	n/a