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CRD 285429
ELLICOTT CITY, MD
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 |
|---|---|---|---|---|---|---|
| PRASHANT RAMESH SABAPATHI | n/a | ELLICOTT CITY, MD | 9 | 13 | 2 | no |
| NICHOLAS DANIEL INNERBICHLER | n/a | ELLICOTT CITY, MD | 5 | 21 | 8 | no |
| Connor David Chan Wilson | n/a | ELLICOTT CITY, MD | 2 | 11 | n/a | no |
| Daniel Warren DiPeso | Certified Financial Planner | ELLICOTT CITY, MD | 1 | 12 | n/a | no |
| Jonathon Louis DeFeo | Certified Financial Planner | ELLICOTT CITY, MD | 1 | 10 | 2 | no |
| KONNER KOBIE MUNN | n/a | ELLICOTT CITY, MD | 0 | 13 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CULHAGIL, OZER, NMN | President | E | yes | 03/2017 | Mar 27, 2026 | Mar 27, 2026 |
| SABAPATHI, PRASHANT, RAMESH | CHIEF COMPLIANCE OFFICER | B | yes | 03/2017 | Mar 27, 2026 | Mar 27, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $213M | $213M | 7 | 6 | 1 | n/a | n/a |
| 2024 | Apr 28, 2025 | $150M | $150M | 9 | 8 | 1 | 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 | 3 | -2 | 50.0% | 0 | 0 | 0 | 4 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $213M | $150M | 42.2% | n/a | n/a | 7 | 9 | 1 | 1 |