DFX Intelligence

B•••••• B•••••• F••••• O•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

B•••••• B•••••• F••••• O•••••

B•••••• B•••••• F••••• O••••• LLC, CRD 168626

JUPITER, FL

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Search this name across graphsid dfx:ria:45d6ae98-3827-7d94-73d8-02f970b33994

Data as of Apr 24, 2019 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2013 to Apr 24, 2019
18 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $72.9M••• Locked
Discretionary RAUM: $72.9M
Private client RAUM: $61.2Mderived••• Locked
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K••••• C••••••••• B••••••	MANAGING MEMBER	E	yes	04/2013	Oct 2, 2013	Apr 24, 2019
R•••• J••• E••••••••	CHIEF COMPLIANCE OFFICER	Na	yes	08/2018	Aug 29, 2018	Apr 24, 2019

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$72.9M	$106M	-31.0%	$102M	-10.6%	2	4	0	0

Relationships

Controls (2)

← K••••• C••••••••• B••••••OwnerMANAGING MEMBER, ownership code E, individual
Oct 2, 2013 to presentfactForm ADV
← R•••• J••• E••••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2018 to presentfactForm ADV

Owns (2)

← E•••••••• W••••••OwnerOWNER, ownership code A, individual
Mar 14, 2014 to presentfactForm ADV
← S••••••• J••••OwnerOWNER, ownership code A, individual

Dated events

Occurred
Oct 2, 2013
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45d6ae98-3827-7d94-73d8-02f970b33994
First observed: Oct 2, 2013
Last observed: Apr 24, 2019 90 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.