DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DAHRING | CUSMANO AND ASSOCIATES

DAHRING | CUSMANO LLC, CRD 301236

NOVI, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e58cdf6-7fe0-df41-5009-ceeea6b13634

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 0
Observed: Jul 23, 2019 to Sep 4, 2026
20 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: independent wealth managerderivedprivate_client_share=0.62 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=2.0
Regulatory AUM: $781MItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $733M
Private client RAUM: $482MderivedItem 5.D individuals plus high net worth individuals
Private client share: 62%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $86.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,051
Individual clients: 709
High net worth clients: 154
Custody, client assets: $200M
SEC number: 801-117222
CIK: 2053669
CRD: 301236
Filings on the tape: 20
First filed: Jul 23, 2019
Latest filed: Sep 4, 2026
Organised: Limited Liability Company, MI
Website: dca401k.com

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
KIRK WAYNE DAHRING	n/a	NOVI, MI	7	32	1	yes
ANGELA SUZANNE CUSMANO	n/a	NOVI, MI	7	27	1	yes
Tyler Danielle Curley	n/a	NOVI, MI	6	13	3	no
ANDREW ANTHONY JABRO	n/a	NOVI, MI	2	25	3	no
Jatia Huey	n/a	NOVI, MI	1	13	n/a	no
Wendy P. Simmons	n/a	NOVI, MI	0	19	6	no
ANN MARIE SHADLE	Certified Financial Planner	NOVI, MI	0	26	1	no
Adam Jacob Bressler	Chartered Financial Consultant	NOVI, MI	0	11	n/a	no
Samuel Alton Fleischer	n/a	NOVI, MI	0	10	n/a	no

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
CUSMANO, ANGELA, SUZANNE	MANAGING PARTNER	D	yes	03/2019	Jul 23, 2019	May 2, 2024
DAHRING, KIRK, WAYNE	CHIEF EXECUTIVE OFFICER	D	yes	03/2019	Jul 23, 2019	May 2, 2024
ARMSTRONG, ANDY, JOHN	CHIEF COMPLIANCE OFFICER	Na	no	03/2019	Jul 23, 2019	May 2, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Troy	Mi	United States	3	yes

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; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$781M	$733M	18	9	1	n/a	n/a
2024	Apr 14, 2025	$707M	$597M	13	4	1	n/a	n/a
2023	Mar 14, 2024	$535M	$454M	11	3	1	n/a	n/a
2022	Mar 15, 2023	$436M	$367M	10	3	1	n/a	n/a
2021	Mar 30, 2022	$466M	$416M	10	3	1	n/a	n/a
2020	Mar 23, 2021	$378M	$341M	10	3	1	n/a	n/a
2019	Mar 10, 2020	$268M	$268M	7	4	1	n/a	n/a

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
2	0	2	0.0%	0	0	0	3	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	$781M	$707M	10.5%	$436M	21.5%	18	13	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEXT FINANCIAL GROUP, INC.	5	Mar 31, 2025	Nov 19, 2025	NOVI, MI	Team lift out	Ibd to RIA	1.8%

Relationships

Registered with (10)

← ANN MARIE SHADLEAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← Adam Jacob BresslerAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← Samuel Alton FleischerAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← Wendy P. SimmonsAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← Jatia HueyAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← ANDREW ANTHONY JABROAdvisorregistration: current employment
May 16, 2024 to presentfactForm ADV
← Tyler Danielle CurleyAdvisorregistration: current employment
Jul 23, 2020 to presentfactForm ADV
← KIRK WAYNE DAHRINGAdvisorregistration: current employment
Sep 4, 2019 to presentfactForm ADV
← ANGELA SUZANNE CUSMANOAdvisorregistration: current employment
Sep 4, 2019 to presentfactForm ADV
← Julie Marie-Rafferty QuickAdvisorregistration: previous registration
Sep 4, 2019 to Feb 20, 2020factForm ADV

Moved with (1)

← NEXT FINANCIAL GROUP, INC.Registered adviser5 advisors, team lift out, same day
Mar 31, 2025 to Nov 19, 2025factForm ADV

Controls (2)

← DAHRING, KIRK, WAYNEOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Jul 23, 2019 to May 2, 2024factForm ADV
← CUSMANO, ANGELA, SUZANNEOwnerMANAGING PARTNER, ownership code D, individual
Jul 23, 2019 to May 2, 2024factForm ADV

Owns (1)

← ARMSTRONG, ANDY, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2019 to May 2, 2024factForm ADV

Dated events

Occurred
Apr 14, 2025
Regulatory AUM changed
Dahring | Cusmano And Associates reported RAUM $707.1M, up 32% from $535.1M (2025-02-05 to 2025-04-14)
Form ADVobserved 4 days ago
$172M
Occurred
Mar 31, 2025
Team lift-out
5 advisors left Next Financial Group, Inc. (Novi, MI) for Dahring | Cusmano And Associates on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Mar 23, 2021
Regulatory AUM changed
Dahring | Cusmano And Associates reported RAUM $377.9M, up 41% from $268.4M (2020-11-02 to 2021-03-23)
Form ADVobserved 4 days ago
$110M
Occurred
Jul 23, 2019
First Form ADV filing
Dahring | Cusmano filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e58cdf6-7fe0-df41-5009-ceeea6b13634
First observed: Jul 23, 2019
Last observed: Sep 4, 2026 15 days 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.

DAHRING | CUSMANO AND ASSOCIATES

DAHRING | CUSMANO LLC, CRD 301236

NOVI, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e58cdf6-7fe0-df41-5009-ceeea6b13634

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KIRK WAYNE DAHRING

n/a

NOVI, MI

yes

ANGELA SUZANNE CUSMANO

n/a

NOVI, MI

yes

Tyler Danielle Curley

n/a

NOVI, MI

ANDREW ANTHONY JABRO

n/a

NOVI, MI

Jatia Huey

n/a

NOVI, MI

n/a

Wendy P. Simmons

n/a

NOVI, MI

ANN MARIE SHADLE

Certified Financial Planner

NOVI, MI

Adam Jacob Bressler

Chartered Financial Consultant

NOVI, MI

n/a

Samuel Alton Fleischer

n/a

NOVI, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUSMANO, ANGELA, SUZANNE

MANAGING PARTNER

yes

03/2019

Jul 23, 2019

May 2, 2024

DAHRING, KIRK, WAYNE

CHIEF EXECUTIVE OFFICER

yes

03/2019

Jul 23, 2019

May 2, 2024

ARMSTRONG, ANDY, JOHN

CHIEF COMPLIANCE OFFICER

03/2019

Jul 23, 2019

May 2, 2024

City

State

Country

Employees

Also broker-dealer

Troy

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$781M

$733M

n/a

2024

Apr 14, 2025

$707M

$597M

n/a

2023

Mar 14, 2024

$535M

$454M

n/a

2022

Mar 15, 2023

$436M

$367M

n/a

2021

Mar 30, 2022

$466M

$416M

n/a

2020

Mar 23, 2021

$378M

$341M

n/a

2019

Mar 10, 2020

$268M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$781M

$707M

10.5%

$436M

21.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEXT FINANCIAL GROUP, INC.

Mar 31, 2025

Nov 19, 2025

NOVI, MI

Team lift out

Ibd to RIA

1.8%