DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 312823
CORINTH, MS
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 |
|---|---|---|---|---|---|---|
| BRIAN SCOTT LANGLEY | n/a | CORINTH, MS | 5 | 32 | 3 | no |
| ZEB SAMUEL TAYLOR | Certified Financial Planner | CORINTH, MS | 5 | 12 | 1 | yes |
| Pierce Scott Langley | n/a | CORINTH, MS | 1 | 12 | n/a | no |
| Aaron Robert Hight | Certified Financial Planner | CORINTH, MS | 0 | 11 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HEROUX, CHRISTINE, MARIE | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2024 | Mar 1, 2024 | Nov 7, 2024 |
| LANGLEY, BRIAN, SCOTT | MANAGING MEMBER / FOUNDER AND MANAGING PARTNER | E | yes | 02/2021 | Feb 24, 2021 | Nov 7, 2024 |
| TAYLOR, ZEB, SAMUEL | MEMBER / PARTNER | B | yes | 02/2021 | May 25, 2021 | Nov 7, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $371M | $337M | 9 | 4 | 0 | n/a | n/a |
| 2024 | Mar 21, 2025 | $297M | $267M | 8 | 3 | 0 | n/a | n/a |
| 2023 | Mar 1, 2024 | $256M | $223M | 7 | 2 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $204M | $201M | 6 | 2 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $221M | $217M | 6 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $371M | $297M | 24.7% | $204M | 22.0% | 9 | 8 | 0 | 0 |