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CRD 166154
FORT WORTH, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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 |
|---|---|---|---|---|---|---|
| MARK AUSTIN BERRY | n/a | FORT WORTH, TX | 13 | 15 | 2 | no |
| TIMOTHY OCHOA HATCHER | n/a | FORT WORTH, TX | 7 | 19 | 2 | no |
| COREY F SCOTT | n/a | FORT WORTH, TX | 7 | 19 | 3 | no |
| Bezan Fred Morris | n/a | FORT WORTH, TX | 0 | 13 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERRY, MARK, AUSTIN | MANAGING MEMBER & CCO | C | yes | 12/2012 | Apr 29, 2026 | Apr 29, 2026 |
| HATCHER, TIMOTHY, OCHOA | Owner | C | yes | 01/2022 | Apr 29, 2026 | Apr 29, 2026 |
| SCOTT, COREY, F | Owner | C | yes | 01/2020 | Apr 29, 2026 | Apr 29, 2026 |
| ATKINSON, KELLY | Member | A | no | 01/2022 | Apr 29, 2026 | Apr 29, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $149M | $149M | 5 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $149M | n/a | n/a | n/a | n/a | 5 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| THE PACIFIC GROUP | 2 | Oct 1, 2019 | Aug 30, 2019 | FORT WORTH, TX | Team lift out | RIA to RIA | 66.7% |