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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=10.0

Regulatory AUM

$52,430Item 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$52,430

Private client RAUM

$52,430derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$6,554derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

26

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

6

Individual clients

6

SEC number

801-132769

CRD

335283

Filings on the tape

5

First filed

Apr 23, 2025

Latest filed

May 18, 2026

Organised

Corporation, TX

Website

binvesting.us

Graph

RIA / Wealth Management

Canonical id

dfx:ria:44139911-bd26-3cb6-4b90-c8a37d57ed41

First observed

Apr 23, 2025

Last observed

May 18, 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.