DFX Intelligence

B•••••• H••••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

B•••••• H••••• W••••• M•••••••••

B•••••• H••••• W••••• M•••••••••, LLC, CRD 338986

VIRGINIA BEACH, VA

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Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Oct 20, 2025 to Apr 30, 2026
3 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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $505M••• Locked
Discretionary RAUM: $475M
Private client RAUM: $491Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $84.2Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B••• A••• H•••••	n/a	VIRGINIA BEACH, VA	0	24	4	no
A••• J••• B••••••	n/a	VIRGINIA BEACH, VA	0	12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• C••••••• P••••••	MANAGING PARTNER	C	yes	05/2020	Apr 30, 2026	Apr 30, 2026
B••••••• T••••••• J•••	President	C	yes	05/2020	Apr 30, 2026	Apr 30, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$505M	$475M	8	5	2	n/a	n/a

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
5	0	5	0.0%	0	0	0	5	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	$505M	n/a	n/a	n/a	n/a	8	n/a	2	n/a

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•• A•••••••• L••	3	Dec 31, 2025	Mar 16, 2026	ATLANTA, GA	Team lift out	RIA to new firm	15.0%
C•• A•••••••• L••	2	Dec 31, 2025	Jan 2, 2026

Relationships

Registered with (6)

← T••••••••• O•••••• A•••••••Advisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← T•••••• J••• B••••••Advisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← C•••••• P•••••• B••••••Advisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← B••• A••• H•••••

Dated events

Order

Occurred
31 Dec 2025
Team lift-out2 events
B•••••• H••••• W••••• M•••••••••: team lift-out, 2 events, on 31 Dec 2025
2 advisors to 4 advisors
- ••• Locked2 advisors
- ••• Locked4 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 20, 2025
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.