DFX Intelligence

M•••• A•••••••• I••• D•• C•••••• I••••••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

M•••• A•••••••• I••• D•• C•••••• I••••••••• P•••••••

M•••• ADVISORS, INC., CRD 125276

AUGUSTA, GA

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Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2026 to Mar 27, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $63.7M••• Locked
Discretionary RAUM: $63.7M
Private client RAUM: $57.4Mderived••• Locked
Private client share: 90%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• P•••••• G••••••	Certified Financial Planner	AUGUSTA, GA	21	64	n/a	no
B••••• F••••• C••••••	n/a	AUGUSTA, GA	18	27

Relationships

Registered with (5)

← E••••••• P• G••••••Advisorregistration: current employment
May 21, 2018 to presentfactForm ADV
← J••• P•••••• G••••••Advisorregistration: current employment
Apr 10, 2018 to presentfactForm ADV
← S•••• M•••••Advisorregistration: current employment
Oct 8, 2008 to presentfactForm ADV
← B••••• F••••• C••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 27, 2026
Last observed: Mar 27, 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.