DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DESERT ROSE CAPITAL MANAGEMENT, INC.

CRD 154331

MERIDIAN, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c3cf7ed-59e9-bf5e-2b80-60627ae08232

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 7
On other graphs: 0
Observed: Mar 31, 2022 to Mar 20, 2026
15 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=0.63 fund_share=0.37 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $192MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $192M
Private client RAUM: $120MderivedItem 5.D individuals plus high net worth individuals
Private client share: 63%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $16.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 10
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,144
Individual clients: 687
High net worth clients: 36
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $32.0M
SEC number: 801-124883
CRD: 154331
Filings on the tape: 15
First filed: Mar 31, 2022
Latest filed: Mar 20, 2026
Organised: Corporation, ID
Website: desertrosecapital.com

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
KIRK ALAN STAFFORD	n/a	MERIDIAN, ID	16	30	2	no
NATHANIEL D STODDARD	n/a	MERIDIAN, ID	7	19	1	no
Drew M. McCurdy	n/a	MERIDIAN, ID \| Valley Springs, CA	3	20	n/a	no
VALERIE RACHELLE COFFEY	n/a	MERIDIAN, ID \| Spokane, WA	2	10	1	no
Rohit Jahagirdar	n/a	MERIDIAN, ID	2	11	1	no
SPENCER WILLIAM ANDERSON	n/a	MERIDIAN, ID	2	12	1	no
Sherika Ralliford	n/a	MERIDIAN, ID	2	12	3	no
JAMES ROBERT RIPPEL	n/a	Sylvania, OH	1	41	n/a	no
CASEY RAY MCCURDY	n/a	MERIDIAN, ID \| Reno, NV	1	11	2	no
STEVEN PAUL LIFGREN	n/a	MERIDIAN, ID \| Phoenix, AZ	0	26	5	no
BO LESLIE BROWER	n/a	Lehi, UT \| MERIDIAN, ID	0	25	1	no
MiKenna Fogle	n/a	MERIDIAN, ID	0	10	n/a	no

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
CASH VALUE FUND, LP	Hedge Fund	$24.6M	Dec 17, 2024	63	Sep 3, 2024	reported	021-336039

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
PALA, MAUSMI	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Mar 21, 2024	Dec 17, 2024
STAFFORD, KIRK, ALAN	PRESIDENT & CHIEF EXECUTIVE OFFICER	E	yes	06/2010	Mar 31, 2022	Dec 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CASH VALUE FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
THE STAFFORD CORPORATION	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Reno	Nv	United States	2	no
VALLEY SPRINGS	CA	United States	1	no
n/a	n/a	n/a	1	no

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 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$192M	$192M	22	10	7	1	n/a
2024	Mar 26, 2025	$113M	$112M	19	11	6	1	n/a
2023	Mar 21, 2024	$117M	$71.2M	11	8	4	n/a	n/a
2022	Mar 31, 2023	$180M	$62.7M	13	3	0	n/a	n/a

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
3	2	1	16.7%	1	1	0	8	3

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	$192M	$113M	70.5%	$180M	2.1%	22	19	7	6

Relationships

Registered with (20)

← MiKenna FogleAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← BO LESLIE BROWERAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← STEVEN PAUL LIFGRENAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← CASEY RAY MCCURDYAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JAMES ROBERT RIPPELAdvisorregistration: current employment
Nov 7, 2024 to presentfactForm ADV
← Sherika RallifordAdvisorregistration: current employment
Sep 12, 2024 to presentfactForm ADV
← SPENCER WILLIAM ANDERSONAdvisorregistration: current employment
Mar 14, 2024 to presentfactForm ADV
← Rohit JahagirdarAdvisorregistration: previous registration
Sep 12, 2022 to Jul 17, 2023factForm ADV
← VALERIE RACHELLE COFFEYAdvisorregistration: current employment
Jan 2, 2024 to presentfactForm ADV
← Drew M. McCurdyAdvisorregistration: current employment
Jul 24, 2023 to presentfactForm ADV
← NATHANIEL D STODDARDAdvisorregistration: current employment
Apr 12, 2019 to presentfactForm ADV
← KIRK ALAN STAFFORDAdvisorregistration: previous registration
Jul 19, 2010 to Dec 31, 2010factForm ADV
← SHAUN MICHAEL CLEARWATERAdvisorregistration: previous registration
Jul 24, 2023 to Nov 21, 2025factForm ADV
← MARK GORDON HUHTAAdvisorregistration: previous registration
Apr 2, 2025 to Jul 23, 2025factForm ADV
← Colton Paul JacksonAdvisorregistration: previous registration
Jan 13, 2022 to Mar 9, 2023factForm ADV
← MATTHEW DOUGLAS WEINERTAdvisorregistration: previous registration
Jun 30, 2022 to Nov 2, 2022factForm ADV
← Andrew Benjamin JonesAdvisorregistration: previous registration
Jul 22, 2021 to Nov 29, 2021factForm ADV
← DAVID NICOLAS JOHANAdvisorregistration: previous registration
Nov 20, 2012 to Feb 27, 2015factForm ADV
← REUBEN SCOTT MASONAdvisorregistration: previous registration
Mar 15, 2011 to Feb 14, 2014factForm ADV
← MATTHEW H KOEHLERAdvisorregistration: previous registration
May 30, 2012 to Aug 1, 2013factForm ADV

Advises (1)

→ CASH VALUE FUND, LPPrivate fundHedge Fund, IA
Sep 3, 2024 to presentfactForm ADV

Moved with (1)

← REDHAWK WEALTH ADVISORS, INC.Registered adviser2 advisors, team lift out
Jul 20, 2023 to Jan 1, 2025factForm ADV

Controls (2)

← STAFFORD, KIRK, ALANOwnerPRESIDENT & CHIEF EXECUTIVE OFFICER, ownership code E, individual
Mar 31, 2022 to Dec 17, 2024factForm ADV
← PALA, MAUSMIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2024 to Dec 17, 2024factForm ADV

Dated events

Occurred
Sep 8, 2026
Advisor changed firm
Alfredo Atencio left Desert Rose Capital Management, Inc. for Foundations Investment Advisors LLC (registered 2026-09-16)
Form ADVobserved yesterday
Occurred
Nov 21, 2025
Advisor changed firm
Shaun Michael Clearwater left Desert Rose Capital Management, Inc. for Full Focus Capital Management (registered 2026-02-23)
Form ADVobserved 4 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Mark Gordon Huhta left Desert Rose Capital Management, Inc. for Gradient Advisors, Llc (registered 2025-06-23)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2024
Control person joined
Mausmi Pala (Chief Compliance Officer) appeared on Schedule A of Desert Rose Capital Management, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Advisor changed firm
Colton Paul Jackson left Desert Rose Capital Management, Inc. for Aspen Creek Wealth Management, Llc (registered 2023-06-20)
Form ADVobserved 4 days ago
Occurred
Nov 2, 2022
Advisor changed firm
Matthew Douglas Weinert left Desert Rose Capital Management, Inc. for Inspire Investing, Llc (registered 2022-12-05)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
First Form ADV filing
Desert Rose Capital Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c3cf7ed-59e9-bf5e-2b80-60627ae08232
First observed: Mar 31, 2022
Last observed: Mar 20, 2026 6 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.

DESERT ROSE CAPITAL MANAGEMENT, INC.

CRD 154331

MERIDIAN, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c3cf7ed-59e9-bf5e-2b80-60627ae08232

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KIRK ALAN STAFFORD

n/a

MERIDIAN, ID

NATHANIEL D STODDARD

n/a

MERIDIAN, ID

Drew M. McCurdy

n/a

MERIDIAN, ID | Valley Springs, CA

n/a

VALERIE RACHELLE COFFEY

n/a

MERIDIAN, ID | Spokane, WA

Rohit Jahagirdar

n/a

MERIDIAN, ID

SPENCER WILLIAM ANDERSON

n/a

MERIDIAN, ID

Sherika Ralliford

n/a

MERIDIAN, ID

JAMES ROBERT RIPPEL

n/a

Sylvania, OH

n/a

CASEY RAY MCCURDY

n/a

MERIDIAN, ID | Reno, NV

STEVEN PAUL LIFGREN

n/a

MERIDIAN, ID | Phoenix, AZ

BO LESLIE BROWER

n/a

Lehi, UT | MERIDIAN, ID

MiKenna Fogle

n/a

MERIDIAN, ID

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CASH VALUE FUND, LP

Hedge Fund

$24.6M

Dec 17, 2024

Sep 3, 2024

reported

021-336039

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PALA, MAUSMI

CHIEF COMPLIANCE OFFICER

yes

03/2024

Mar 21, 2024

Dec 17, 2024

STAFFORD, KIRK, ALAN

PRESIDENT & CHIEF EXECUTIVE OFFICER

yes

06/2010

Mar 31, 2022

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CASH VALUE FUND GP, LLC

n/a

yes

n/a

THE STAFFORD CORPORATION

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Reno

United States

VALLEY SPRINGS

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$192M

n/a

2024

Mar 26, 2025

$113M

$112M

n/a

2023

Mar 21, 2024

$117M

$71.2M

n/a

2022

Mar 31, 2023

$180M

$62.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$192M

$113M

70.5%

$180M

2.1%