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CRD 222525
JACKSONVILLE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BDO USA, P.A. | MANAGING MEMBER | E | yes | 06/2023 | Jul 31, 2023 | Jul 31, 2023 |
| BDO WA HOLDCO, LLC | MANAGING MEMBER | E | yes | 06/2023 | Jul 31, 2023 | Jul 31, 2023 |
| BIEGEL, MARK, DAVID | President | Na | yes | 05/2022 | Jul 29, 2022 | Jul 31, 2023 |
| CALHOUN, LYNN, G | VICE PRESIDENT AND TREASURER | Na | yes | 04/2015 | Aug 18, 2016 | Jul 31, 2023 |
| GRIMMER, JUDITH, ANNE | Secretary | Na | yes | 09/2018 | Sep 28, 2018 | Jul 31, 2023 |
| MURRAY, MATTHEW, PAUL | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2022 | Jul 29, 2022 | Jul 31, 2023 |
| OKAMURA, RYUICHI | CHIEF OPERATING OFFICER | Na | yes | 06/2022 | Sep 19, 2018 | Jul 31, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BDO CAPITAL ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| BDO USA, P.A. | n/a | n/a | n/a | Y | yes | n/a |
| GREEN WAGON, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPACKLER INSURANCE COMPANY, INC. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Columbia | Md | United States | 3 | no |
| Denver | Co | United States | 2 | no |
| FORT LAUDERDALE | FL | United States | 2 | no |
| Chicago | IL | United States | 2 | yes |
| ST. LOUIS | Mo | United States | 2 | no |
| NEW YORK | NY | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Jul 31, 2023 | $3.0B | $2.2B | 43 | 27 | 6 | n/a | n/a |
| 2022 | Jul 29, 2022 | $2.8B | $2.1B | 28 | 26 | 7 | n/a | n/a |
| 2021 | Jul 29, 2021 | $2.1B | $2.1B | 28 | 17 | 7 | n/a | n/a |
| 2020 | Jul 29, 2020 | $1.5B | $1.5B | 20 | 17 | 6 | n/a | n/a |
| 2019 | Sep 27, 2019 | $894M | $739M | 19 | 15 | 5 | n/a | n/a |
| 2018 | Sep 28, 2018 | $833M | $674M | 14 | 11 | 2 | n/a | n/a |
| 2017 | Sep 28, 2017 | $707M | $580M | 13 | 11 | n/a | n/a | n/a |
| 2016 | Sep 30, 2016 | $345M | $219M | 9 | 8 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $3.0B | $2.8B | 7.4% | $1.5B | 25.9% | 43 | 28 | 6 | 7 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CHOREO, LLC | 3 | Nov 2, 2023 | Jan 16, 2025 | FORT LAUDERDALE, FL | Team lift out | RIA to RIA | 15.8% |
| CHOREO, LLC | 3 | Nov 2, 2023 | Nov 3, 2023 | CHICAGO, IL | Team lift out | RIA to RIA | 15.8% |
| CHOREO, LLC | 9 | Nov 2, 2023 | Jan 21, 2026 | COLUMBIA, MD | Team lift out | RIA to RIA | 47.4% |
| CHOREO, LLC | 2 | Nov 2, 2023 | Nov 2, 2023 | ST LOUIS, MO | Team lift out | RIA to RIA | 10.5% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT | 3 | Sep 25, 2023 | Jan 1, 2026 | JACKSONVILLE, FL | Team lift out | RIA to new firm | 13.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LOWERY ASSET CONSULTING, LLC | 2 | Oct 22, 2021 | Jan 13, 2022 | CHCAGO, IL | Team lift out | RIA to RIA | 100.0% |
| COSYNTRIS ADVISORY NETWORK, LLC | 3 | Feb 5, 2021 | Mar 19, 2021 | DENVER, CO | Firm absorbed | RIA to RIA | 100.0% |
| BIEGEL WALLER INVESTMENT ADVISORY SERVICES | 4 | Jan 24, 2020 | Feb 6, 2020 | COLUMBIA, MD | Firm absorbed | RIA to RIA | 100.0% |
| LBA WEALTH MANAGEMENT, LLC | 4 | May 19, 2017 | Apr 6, 2017 | JACKSONVILLE, FL | Firm absorbed | Other | 100.0% |
| GSK WEALTH ADVISORS, INC. | 2 | Oct 4, 2016 | Oct 20, 2016 | FORT LAUDERDALE, FL | Team lift out | Other | 100.0% |
| STONE CARLIE WEALTH ADVISORS, LLC | 3 | Aug 4, 2015 | Aug 11, 2015 | ST LOUIS, MO | Firm absorbed | Other | 100.0% |