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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

R•• C•••• I••••••••• M•••••••••

R•• C•••• I••••••••• M•••••••••, LLC, CRD 170939

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:498438ce-515d-294d-8d0c-568d441892d8

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 18
On other graphs: 1
Observed: May 5, 2014 to May 19, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

R•• C•••• I••••••••• M•••••••••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.38 institutional_share=0.6 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.3BItem 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• L••••••• C••••••	Chartered Financial Analyst	GRAND RAPIDS, MI	7	27	n/a	no
M•••••• D•••• F•••••••	n/a	Cincinnati, OH \| GRAND RAPIDS, MI	7	22

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R•• C•••• S•••••••• I••••• S••• L•	Other Private Fund	$15.5M	May 28, 2024	2	Mar 27, 2024	reported	021-484817

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• • V••• L••	Member	D	yes	10/2020	Nov 3, 2020	May 28, 2024
C••••••• J•••• L•••••••	CEO/CIO	Na	yes	10/2020	Mar 30, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
G•••• F•••••••• L••	n/a	Former SEC adviser	$1.3B	N	yes	n/a
D•••• D••••• O• K•••••••• I•••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cincinnati	Oh	United States	7	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.3B	$2.0B	67.9%	$1.5B	31.8%	18	17	1	1

Relationships

Affiliated with (3)

→ GFP PRIVATE WEALTHRegistered adviserother investment adviser, common control
factForm ADV
← GFP PRIVATE WEALTHRegistered adviserother investment adviser, common control
factForm ADV
← LOGIX INVESTMENTS LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ R•• C•••• S•••••••• I••••• S••• L•

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
R•• C•••• I••••••••• M••••••••• reported RAUM $3.3B, up 68% from $2.0B (2025-07-23 to 2026-03-31)
Form ADVobserved 7 days ago
$1.3B
Occurred
Mar 29, 2023
Control person left
Ashley Matthew Swendiman (Chief Compliance Officer) no longer on Schedule A of R•• C•••• I••••••••• M••••••••• (listed 2023-01-30, absent 2023-03-29)
Form ADVobserved 7 days ago
Occurred
Mar 29, 2023
Control person joined
Richard Dennis Mason (Cco) appeared on Schedule A of R•• C•••• I••••••••• M•••••••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:498438ce-515d-294d-8d0c-568d441892d8
First observed: May 5, 2014
Last observed: May 19, 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.