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CRD 322145
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-09-01 (filing); first seen by DFX 2026-09-15.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| David Michael Bilby | n/a | CARDIFF, CA | 4 | 11 | n/a | no |
| Robert Joseph Michalik | n/a | CARDIFF, CA | 4 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Bilby, David, Michael | CEO, CCO, PRESIDENT, OWNER | E | yes | 05/2022 | Mar 18, 2024 | Dec 18, 2024 |
| Michalik, Robert, Joseph | COO, EXECUTIVE VICE PRESIDENT, OWNER | B | yes | 05/2022 | Mar 18, 2024 | Dec 18, 2024 |
| Bilby, Mark, Glen | Owner | Na | no | 05/2022 | Mar 18, 2024 | Dec 18, 2024 |
| NOLAN, RICHARD, GREGORY | Owner | Na | no | 05/2022 | Mar 18, 2024 | Dec 18, 2024 |
| Pfeifer, Christopher, Aaron | Owner | Na | no | 05/2022 | Mar 18, 2024 | Dec 18, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 20, 2026 | $525M | $0 | 3 | 2 | 0 | n/a | n/a |
| 2024 | Apr 15, 2025 | $383M | $0 | 3 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $722M | $383M | 88.5% | n/a | n/a | 5 | 3 | 2 | 0 |