DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

C••••••• A•••• M••••••••• I•••

CRD 123249

FEASTERVILLE, PA

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Search this name across graphsid dfx:ria:3dd52214-f53d-8f40-bf08-b7d3741579db

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2012 to Mar 9, 2026
35 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=0.89 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $389M••• Locked
Discretionary RAUM: $389M
Private client RAUM: $346Mderived••• Locked
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $194Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R••••• F•••••• C•••••••	n/a	HUNTINGDON VALLEY, PA	27	32	n/a	no
J•••• A•••• S•••••••	n/a	FEASTERVILLE, PA	1	29

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••••• R•••••• F••••••	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	11/1996	Mar 29, 2012	Mar 12, 2024
C•••••••• L••••• M••••	SECRETARY & TREASURER	Na	no	12/2006	Mar 29, 2012	Mar 12, 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
1	1	0	50.0%	0	0	0	2	1

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	$389M	$348M	11.7%	$195M	25.9%	3	4	0	0

Relationships

Registered with (5)

← J•••• A•••• S•••••••Advisorregistration: current employment
Jan 27, 2025 to presentfactForm ADV
← R••••• F•••••• C•••••••Advisorregistration: current employment
May 5, 1999 to presentfactForm ADV
← Colton Inglis GrowneyAdvisorregistration: previous registration
Oct 21, 2025 to Jan 20, 2026factForm ADV
← MITCHELL BRAD PINHEIRO

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
Colton Inglis Growney left C••••••• A•••• M••••••••• I••• for Gibraltar Wealth Management, Llc (registered 2026-08-12)
Form ADVobserved 7 days ago
Occurred
Feb 6, 2025
Regulatory AUM changed
C••••••• A•••• M••••••••• I••• reported RAUM $347.9M, up 63% from $212.9M (2024-03-12 to 2025-02-06)
Form ADVobserved 7 days ago
$135M
Occurred
Nov 5, 2015
First Form ADV filing
C••••••• A•••• M••••••••• I••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3dd52214-f53d-8f40-bf08-b7d3741579db
First observed: Mar 29, 2012
Last observed: Mar 9, 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.