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CRD 312741
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 |
|---|---|---|---|---|---|---|
| KEVIN SEVIER | n/a | Rancho Santa Fe, CA | 3 | 22 | 4 | yes |
| MATTHEW D. POOLE | Certified Financial Planner | SAN DIEGO, CA | 3 | 20 | 3 | yes |
| Jacob Tyler Montes | n/a | Rancho Santa Fe, CA | 2 | 13 | n/a | no |
| Blake Frederick Feindel | n/a | Rancho Santa Fe, CA | 0 | 17 | 6 | no |
| Bryan Sonderby | n/a | San Clemente, CA | 0 | 14 | 5 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BUENAVENTURA, DAVID, BENEDICT | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2026 | Apr 27, 2026 | Apr 27, 2026 |
| DARK HORSE CPAS, AN ACCOUNTANCY | Owner | D | yes | 01/2021 | Apr 27, 2026 | Apr 27, 2026 |
| POOLE, MATTHEW, D. | MANAGING MEMBER | D | yes | 01/2023 | Apr 27, 2026 | Apr 27, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 27, 2026 | $182M | $182M | 7 | 5 | 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 |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $182M | n/a | n/a | n/a | n/a | 7 | n/a | 0 | n/a |