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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BEACON GLOBAL ADVISOR NETWORK, LLC

CRD 288833

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c990330-6efd-3def-9d85-5c8df7040e4b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 111
Dated events: 40
On other graphs: 0
Observed: May 29, 2017 to Mar 31, 2026
61 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=7.0
Regulatory AUM: $745MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $742M
Private client RAUM: $745MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 55
RAUM per advisor: $13.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 61
Advisory employees: 61
Offices: 33Schedule D 1.F, beyond the principal office
Accounts: 1,833
Individual clients: 1,203
High net worth clients: 185
Custody, client assets: $23.4M
SEC number: 801-110724
CRD: 288833
Filings on the tape: 61
First filed: May 29, 2017
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, GA
Website: bganetwork.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 55

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW JORDAN LANDSMAN	n/a	Lafayette, CO	7	15	1	no
Michael Charles Abbott	n/a	ATLANTA, GA \| Isleworth	5	20	n/a	no
Aaqib Zubair Anwar	n/a	Pudong, Shanghai	5	10	n/a	no
Jonathan James George Laws	n/a	London	5	10	1	no
Jon Erlend Holand	n/a	Shanghai	5	20	n/a	no
Ian Murray Edwards	n/a	Johannesburg	5	12	1	no
Bernard Joseph Buckley	n/a	Dublin \| ATLANTA, GA	5	10	n/a	no
ERIC CHARLES LIND	Certified Financial Planner	Geneva	4	25	1	no
Michael Andrew Love	n/a	Johannesburg	4	18	n/a	no
Joshua Alexander Peter Williams	n/a	Geneva	3	11	n/a	no
James Rupert Bolus	n/a	Lyndhurst Terrace Central	3	23	n/a	no
Paul Flamini	n/a	ATLANTA, GA \| London	3	11	n/a	no
Jonathan Alexander Willis	n/a	ATLANTA, GA \| Watford	3	10	1	no
Craig Nicholas Murrin	n/a	ATLANTA, GA \| Henderson, NV	3	12	2	no
NICOLAS JUSTIN MAURICIO	n/a	Coral Gables, FL \| ATLANTA, GA	3	13	2	no
DANIEL MESA	Certified Financial Planner	ATLANTA, GA \| Coral Gables, FL	3	10	2	no
MICHAEL ANDRE JORDAN	n/a	MIramar, FL \| ATLANTA, GA	3	10	3	no
Nicholas Henry Palmer	n/a	ATLANTA, GA \| London, Mayfair	2	11	n/a	no
James David Stavros Rayburn	n/a	London	2	10	1	no
Leith Ross Anticevich	n/a	Mauritius \| ATLANTA, GA	2	11	n/a	no
Andere Casanova Fuente	Chartered Financial Analyst	ATLANTA, GA \| London	2	13	n/a	no
DAMIEN PATRICK HANLY	n/a	Philadelphia, PA \| ATLANTA, GA	2	11	1	no
MATTHEW DOHERTY	n/a	Seattle, WA \| ATLANTA, GA	2	13	1	yes
Matthew Thomas Hunkele	n/a	ATLANTA, GA \| New York, NY	2	12	2	no
Zachary Douglas Zanghi	n/a	New York, NY \| ATLANTA, GA	2	17	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRUBER, JOSEPH, BENJAMIN	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	04/2017	May 29, 2017	Apr 29, 2024
LANDSMAN, RANDY, YALE	VICE PRESIDENT	D	yes	04/2017	May 29, 2017	Apr 29, 2024
Mitchell, Marion, Jill	Coo	Na	no	02/2023	Sep 7, 2023	Apr 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Johannesburg	n/a	South Africa	4	no
Miami	FL	United States	3	no
Dubai	n/a	United Arab Emirates	3	no
Geneva	n/a	Switzerland	2	no
Geneva	n/a	Switzerland	2	no
GRAND BAIE	n/a	Mauritius	2	no
London	n/a	United Kingdom	2	no
Schindellegi	n/a	Switzerland	2	no
VILLENEUVE-LOUBET	n/a	France	2	no
Concord	Ma	United States	1	no
Bangkok	n/a	Thailand	1	no
CAMBRIDGE, CAMBRIDGESHIRE	n/a	United Kingdom	1	no
Croydon	n/a	United Kingdom	1	no
Dubai	n/a	United Arab Emirates	1	no
Geneva	n/a	Switzerland	1	no
HONG KONG	n/a	Hong Kong	1	no
Hove	n/a	United Kingdom	1	no
London	n/a	United Kingdom	1	no
London	n/a	United Kingdom	1	no
LONDON MAYFAIR	n/a	United Kingdom	1	no
SAN PEDRO DE ALEANTARA	n/a	Spain	1	no
Shanghai	n/a	China	1	no
Shanghai	n/a	China	1	no
Silema	n/a	Malta	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$745M	$742M	61	61	33	n/a	n/a
2023	Mar 28, 2024	$292M	$291M	48	45	33	n/a	n/a
2022	Mar 31, 2023	$169M	$169M	48	45	34	n/a	n/a
2021	Mar 30, 2022	$146M	$145M	50	49	38	n/a	n/a
2020	Mar 11, 2021	$400M	$291M	56	55	26	n/a	n/a
2019	Mar 16, 2020	$338M	$233M	39	37	18	n/a	n/a
2018	Mar 27, 2019	$229M	$121M	20	19	11	n/a	n/a
2017	Mar 30, 2018	$109M	$0	15	13	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
11	9	2	16.4%	0	0	0	28	21

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$745M	n/a	n/a	$169M	63.9%	61	n/a	33	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC	4	Feb 4, 2026	Feb 6, 2026	Dubai	Team lift out	RIA to RIA	7.7%
DELTA FINANCIAL ADVISORS, INC	2	Nov 9, 2021	Jan 16, 2024	KENSINGTON, MD	Team lift out	RIA to RIA	9.5%
SKYBOUND WEALTH USA	2	Apr 29, 2021	Jul 6, 2021	Dubai	Team lift out	RIA to RIA	8.0%
SKYBOUND WEALTH USA	2	Apr 29, 2021	May 12, 2021	LAS VEGAS, NV	Team lift out	RIA to RIA	8.0%
SKYBOUND WEALTH USA	6	Apr 28, 2021	May 12, 2021	MIAMI, FL	Team lift out	RIA to RIA	23.1%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC	2	Oct 7, 2025	Feb 11, 2026	Castletown	Team lift out	RIA to RIA	8.7%
BRITE ADVISORS USA, INC.	6	Jun 4, 2024	Apr 30, 2024	NEW YORK, NY	Firm absorbed	RIA to RIA	66.7%
SKYBOUND WEALTH USA	4	Sep 8, 2023	Sep 8, 2023	HOUSTON, TX	Team lift out	RIA to RIA	44.4%
BRITE ADVISORS USA, INC.	2	May 1, 2017	Jul 11, 2017	MIAMI, FL	Team lift out	Other	14.3%

Relationships

showing 80 of 111

Registered with (73)

← Robin Charles CopleyAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Nate Cordes DeGroffAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← ELIZABETH MEGRET DE SERILLY DETIGNYAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Darragh GallagherAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← ELIZABETH ANNE KUNZLERAdvisorregistration: current employment
Apr 29, 2026 to presentfactForm ADV
← Gareth Huw JonesAdvisorregistration: current employment
Apr 3, 2026 to presentfactForm ADV
← Calvin ThomasAdvisorregistration: current employment
Mar 3, 2026 to presentfactForm ADV
← John MorganAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← Dean ArdenAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← Justin HarrisAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← Christopher Anthony GriffinAdvisorregistration: previous registration
Sep 7, 2022 to May 20, 2024factForm ADV
← Edward James KingAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← THOMAS MARTIN BERNHARDTAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← Jack CamilleAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Lee Jordan HarmanAdvisorregistration: current employment
Nov 5, 2025 to presentfactForm ADV
← Amber Lilly VeroniqueAdvisorregistration: current employment
Oct 24, 2025 to presentfactForm ADV
← CHRISTOPHER THORNTONAdvisorregistration: current employment
Oct 9, 2025 to presentfactForm ADV
← Alex David Milligan CockerillAdvisorregistration: current employment
Oct 7, 2025 to presentfactForm ADV
← Jacob L. SheltonAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Myles Edward Sydney DaviesAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Christopher James EmmottAdvisorregistration: current employment
Jul 24, 2025 to presentfactForm ADV
← KYLE CHRISTOPHER DAVISAdvisorregistration: current employment
May 29, 2025 to presentfactForm ADV
← Simon Paul BurtonAdvisorregistration: current employment
May 21, 2025 to presentfactForm ADV
← MARTIN E JENSENAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← LEE ANNE FOSTERAdvisorregistration: current employment
Mar 12, 2025 to presentfactForm ADV
← Edward Hugo Stanley DeaneAdvisorregistration: current employment
Nov 22, 2024 to presentfactForm ADV
← GIUSEPPE RIGGIAdvisorregistration: current employment
Nov 7, 2024 to presentfactForm ADV
← Bennett Scott LinskyAdvisorregistration: current employment
May 10, 2024 to presentfactForm ADV
← ADRIAN EDWARD FLAMBARDAdvisorregistration: current employment
Apr 30, 2024 to presentfactForm ADV
← ANDREW BLAISE ANELLOAdvisorregistration: current employment
Apr 26, 2024 to presentfactForm ADV
and 43 more

Moved with (3)

← BLACKTOWER FINANCIAL MANAGEMENT (US) LLCRegistered adviser2 advisors, team lift out
Oct 7, 2025 to Feb 11, 2026factForm ADV
→ BLACKTOWER FINANCIAL MANAGEMENT (US) LLCRegistered adviser5 advisors, team lift out, same day
Feb 4, 2026 to Feb 6, 2026factForm ADV
← BRITE ADVISORS USA, INC.Registered adviser6 advisors, firm absorbed
Jun 4, 2024 to Apr 30, 2024factForm ADV

Controls (2)

← GRUBER, JOSEPH, BENJAMINOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
May 29, 2017 to Apr 29, 2024factForm ADV
← LANDSMAN, RANDY, YALEOwnerVICE PRESIDENT, ownership code D, individual
May 29, 2017 to Apr 29, 2024factForm ADV

Owns (1)

← Mitchell, Marion, JillOwnerCOO, ownership code NA, individual
Sep 7, 2023 to Apr 29, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 9, 2026
Advisor changed firm
Jerome Philippe Perkins left Beacon Global Advisor Network, Llc for Simpliphi Capital (registered 2026-07-17)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2026
Regulatory AUM changed
Beacon Global Advisor Network, Llc reported RAUM $745.1M, up 88% from $396.9M (2025-12-26 to 2026-03-31)
Form ADVobserved 3 days ago
$348M
Occurred
Feb 4, 2026
Team lift-out
5 advisors left Beacon Global Advisor Network, LLC (Dubai) for Blacktower Financial Management (Us) LLC on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Feb 4, 2026
Advisor changed firm
Daniel Pinto_Lopes_Da Trindade left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-06)
Form ADVobserved 3 days ago
Occurred
Feb 4, 2026
Advisor changed firm
Nick Edward Roley left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-06)
Form ADVobserved 3 days ago
Occurred
Feb 4, 2026
Advisor changed firm
Nathan Christopher Wennington left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-06)
Form ADVobserved 3 days ago
Occurred
Feb 4, 2026
Advisor changed firm
Mathew Edward Samuel left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-05)
Form ADVobserved 3 days ago
Occurred
Feb 4, 2026
Advisor changed firm
Colin Matthew Kneale left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-05)
Form ADVobserved 3 days ago
Occurred
Jan 28, 2026
Advisor changed firm
Jonathan Henkels left Beacon Global Advisor Network, Llc for Ameritas Advisory Services, Llc (registered 2026-02-10)
Form ADVobserved 3 days ago
Occurred
Dec 26, 2025
Advisor headcount changed
Beacon Global Advisor Network, Llc reported 60 state-registered advisory representatives, up from 36 (2025-05-01 to 2025-12-26)
Form ADVobserved 3 days ago
24 IARS
Occurred
Nov 17, 2025
Advisor changed firm
Robert Barfield left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2025-11-24)
Form ADVobserved 3 days ago
Occurred
Nov 17, 2025
Advisor changed firm
Graham Bentley left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2025-11-24)
Form ADVobserved 3 days ago
Occurred
Oct 7, 2025
Team lift-out
2 advisors left Blacktower Financial Management (Us) LLC (Castletown) for Beacon Global Advisor Network, LLC within 2 days
Form ADVobserved 3 days ago
2 advisors
Occurred
Sep 2, 2025
Advisor changed firm
Marc J Wein left Beacon Global Advisor Network, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-09-16)
Form ADVobserved 3 days ago
Occurred
Jul 22, 2025
Advisor changed firm
Trevor Hull left Beacon Global Advisor Network, Llc for Brookstone Capital Management Llc (registered 2025-09-09)
Form ADVobserved 3 days ago
Occurred
May 1, 2025
Regulatory AUM changed
Beacon Global Advisor Network, Llc reported RAUM $396.9M, up 36% from $291.6M (2024-04-29 to 2025-05-01)
Form ADVobserved 3 days ago
$105M
Occurred
Mar 26, 2025
Advisor changed firm
Cedric Bernier left Beacon Global Advisor Network, Llc for Dunhill Financial (registered 2025-04-10)
Form ADVobserved 3 days ago
Occurred
Oct 31, 2024
Advisor changed firm
Alexander Peter Stojkovic left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2024-01-23)
Form ADVobserved 3 days ago
Occurred
Oct 31, 2024
Advisor changed firm
David Robert Wattles left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2024-01-24)
Form ADVobserved 3 days ago
Occurred
Sep 30, 2024
Advisor changed firm
Ricardo Jorge Jesus left Beacon Global Advisor Network, Llc for Liberty Atlantic Advisors (registered 2023-11-16)
Form ADVobserved 3 days ago
Occurred
Sep 30, 2024
Advisor changed firm
David Michael Wells left Beacon Global Advisor Network, Llc for Archway Private Wealth Llc (registered 2021-02-24)
Form ADVobserved 3 days ago
Occurred
Jun 4, 2024
Firm absorbed
Brite Advisors USA, Inc.'s advisors moved to Beacon Global Advisor Network, LLC (New York, NY): 6 of 9 registered, within 6 days
Form ADVobserved 3 days ago
6 advisors
Occurred
May 20, 2024
Advisor changed firm
Christopher Anthony Griffin left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2024-05-07)
Form ADVobserved 3 days ago
Occurred
Apr 16, 2024
Advisor changed firm
George Barrie Stainton left Beacon Global Advisor Network, Llc for Hoxton Wealth (registered 2024-05-17)
Form ADVobserved 3 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
Beacon Global Advisor Network, Llc reported RAUM $291.6M, up 72% from $169.4M (2023-09-07 to 2024-03-28)
Form ADVobserved 3 days ago
$122M
Occurred
Mar 21, 2024
Advisor changed firm
Scott Patrick Evans left Beacon Global Advisor Network, Llc for Liberty Atlantic Advisors (registered 2023-11-15)
Form ADVobserved 3 days ago
Occurred
Mar 21, 2024
Advisor changed firm
Alexander James Ingrim left Beacon Global Advisor Network, Llc for Liberty Atlantic Advisors (registered 2023-11-16)
Form ADVobserved 3 days ago
Occurred
Dec 21, 2023
Advisor changed firm
Joshua Craig Fain left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2025-01-02)
Form ADVobserved 3 days ago
Occurred
Sep 8, 2023
Team lift-out
4 advisors left Skybound Wealth USA (Houston, TX) for Beacon Global Advisor Network, LLC within 3 days
Form ADVobserved 3 days ago
4 advisors
Occurred
May 5, 2023
Advisor changed firm
Dawn May Bond left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2022-10-13)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2023
Control person left
May Dawn Bond (Chief Compliance Officer) no longer on Schedule A of Beacon Global Advisor Network, Llc (listed 2022-09-20, absent 2023-03-31)
Form ADVobserved 3 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Sherwood Allison Barbour left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2023-01-10)
Form ADVobserved 3 days ago
Occurred
May 31, 2022
Advisor changed firm
Deshawn Kerwin Peterson left Beacon Global Advisor Network, Llc for Midland Wealth Management (registered 2026-03-13)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Beacon Global Advisor Network, Llc reported RAUM $145.9M, down 63% from $399.7M (2022-03-28 to 2022-03-30)
Form ADVobserved 3 days ago
$-254M
Occurred
Mar 29, 2022
Advisor changed firm
Philip Thomas Purpura left Beacon Global Advisor Network, Llc for Esi Financial Advisors (registered 2022-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Derek Vincent Wilson left Beacon Global Advisor Network, Llc for Archway Private Wealth Llc (registered 2021-05-05)
Form ADVobserved 3 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Trevor Samuel Odom left Beacon Global Advisor Network, Llc for Armada Advisors (registered 2022-01-19)
Form ADVobserved 3 days ago
Occurred
Dec 24, 2021
Control person left
Robert Rigby-Hall (Member) no longer on Schedule A of Beacon Global Advisor Network, Llc (listed 2021-08-27, absent 2021-12-24)
Form ADVobserved 3 days ago

Show 2 bookkeeping events

Occurred
Mar 30, 2022
Beacon Global Advisor Network, Llc reported 38 offices beyond its principal office, up from 33 (2022-03-28 to 2022-03-30)
Occurred
Apr 15, 2021
Beacon Global Advisor Network, Llc reported 33 offices beyond its principal office, up from 26 (2021-04-02 to 2021-04-15)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c990330-6efd-3def-9d85-5c8df7040e4b
First observed: May 29, 2017
Last observed: Mar 31, 2026 5 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.

BEACON GLOBAL ADVISOR NETWORK, LLC

CRD 288833

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c990330-6efd-3def-9d85-5c8df7040e4b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW JORDAN LANDSMAN

n/a

Lafayette, CO

Michael Charles Abbott

n/a

ATLANTA, GA | Isleworth

n/a

Aaqib Zubair Anwar

n/a

Pudong, Shanghai

n/a

Jonathan James George Laws

n/a

London

Jon Erlend Holand

n/a

Shanghai

n/a

Ian Murray Edwards

n/a

Johannesburg

Bernard Joseph Buckley

n/a

Dublin | ATLANTA, GA

n/a

ERIC CHARLES LIND

Certified Financial Planner

Geneva

Michael Andrew Love

n/a

Johannesburg

n/a

Joshua Alexander Peter Williams

n/a

Geneva

n/a

James Rupert Bolus

n/a

Lyndhurst Terrace Central

n/a

Paul Flamini

n/a

ATLANTA, GA | London

n/a

Jonathan Alexander Willis

n/a

ATLANTA, GA | Watford

Craig Nicholas Murrin

n/a

ATLANTA, GA | Henderson, NV

NICOLAS JUSTIN MAURICIO

n/a

Coral Gables, FL | ATLANTA, GA

DANIEL MESA

Certified Financial Planner

ATLANTA, GA | Coral Gables, FL

MICHAEL ANDRE JORDAN

n/a

MIramar, FL | ATLANTA, GA

Nicholas Henry Palmer

n/a

ATLANTA, GA | London, Mayfair

n/a

James David Stavros Rayburn

n/a

London

Leith Ross Anticevich

n/a

Mauritius | ATLANTA, GA

n/a

Andere Casanova Fuente

Chartered Financial Analyst

ATLANTA, GA | London

n/a

DAMIEN PATRICK HANLY

n/a

Philadelphia, PA | ATLANTA, GA

MATTHEW DOHERTY

n/a

Seattle, WA | ATLANTA, GA

yes

Matthew Thomas Hunkele

n/a

ATLANTA, GA | New York, NY

Zachary Douglas Zanghi

n/a

New York, NY | ATLANTA, GA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRUBER, JOSEPH, BENJAMIN

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

04/2017

May 29, 2017

Apr 29, 2024

LANDSMAN, RANDY, YALE

VICE PRESIDENT

yes

04/2017

May 29, 2017

Apr 29, 2024

Mitchell, Marion, Jill

Coo

02/2023

Sep 7, 2023

Apr 29, 2024

City

State

Country

Employees

Also broker-dealer

Johannesburg

n/a

South Africa

Miami

United States

Dubai

n/a

United Arab Emirates

Geneva

n/a

Switzerland

Geneva

n/a

Switzerland

GRAND BAIE

n/a

Mauritius

London

n/a

United Kingdom

Schindellegi

n/a

Switzerland

VILLENEUVE-LOUBET

n/a

France

Concord

United States

Bangkok

n/a

Thailand

CAMBRIDGE, CAMBRIDGESHIRE

n/a

United Kingdom

Croydon

n/a

United Kingdom

Dubai

n/a

United Arab Emirates

Geneva

n/a

Switzerland

HONG KONG

n/a

Hong Kong

Hove

n/a

United Kingdom

London

n/a

United Kingdom

London

n/a

United Kingdom

LONDON MAYFAIR

n/a

United Kingdom

SAN PEDRO DE ALEANTARA

n/a

Spain

Shanghai

n/a

China

Shanghai

n/a

China

Silema

n/a

Malta

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$745M

$742M

n/a

2023

Mar 28, 2024

$292M

$291M

n/a

2022

Mar 31, 2023

$169M

n/a

2021

Mar 30, 2022

$146M

$145M

n/a

2020

Mar 11, 2021

$400M

$291M

n/a

2019

Mar 16, 2020

$338M

$233M

n/a

2018

Mar 27, 2019

$229M

$121M

n/a

2017

Mar 30, 2018

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$745M

n/a

$169M

63.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Feb 4, 2026

Feb 6, 2026

Dubai

Team lift out

RIA to RIA

7.7%

DELTA FINANCIAL ADVISORS, INC

Nov 9, 2021

Jan 16, 2024

KENSINGTON, MD

Team lift out

RIA to RIA

9.5%

SKYBOUND WEALTH USA

Apr 29, 2021

Jul 6, 2021

Dubai

Team lift out

RIA to RIA

8.0%

SKYBOUND WEALTH USA

Apr 29, 2021

May 12, 2021

LAS VEGAS, NV

Team lift out

RIA to RIA

8.0%

SKYBOUND WEALTH USA

Apr 28, 2021

May 12, 2021

MIAMI, FL

Team lift out

RIA to RIA

23.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Oct 7, 2025

Feb 11, 2026

Castletown

Team lift out

RIA to RIA

8.7%

BRITE ADVISORS USA, INC.

Jun 4, 2024

Apr 30, 2024

NEW YORK, NY

Firm absorbed

RIA to RIA

66.7%

SKYBOUND WEALTH USA

Sep 8, 2023

HOUSTON, TX

Team lift out

RIA to RIA

44.4%

BRITE ADVISORS USA, INC.

May 1, 2017

Jul 11, 2017

MIAMI, FL

Team lift out

Other

14.3%