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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$50.5MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$50.5M

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

0

Employees

7

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

4

Private funds

1Schedule D 7.B(1)

Custody, client assets

$40.0M

SEC number

801-134257

CIK

1762283

CRD

169362

Filings on the tape

3

First filed

Aug 27, 2025

Latest filed

Mar 24, 2026

Organised

Limited Liability Company, DE

Graph

RIA / Wealth Management

Canonical id

dfx:ria:55d41f2c-8d5c-9cad-b11d-fdfa547724c1

First observed

Aug 27, 2025

Last observed

Mar 24, 2026 6 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.