DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 313354
NEW HOPE, PA
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRASHIER, CHRISTOPHER, HAMILTON | MANAGING MEMBER AND CCO | E | yes | 03/2021 | Mar 18, 2021 | Jun 17, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Feb 5, 2025 | $214M | $214M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Jan 10, 2024 | $186M | $186M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Feb 9, 2023 | $164M | $158M | 3 | 3 | 0 | n/a | n/a |
| 2021 | Feb 17, 2022 | $207M | $200M | 3 | 2 | 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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 0 | 0 | 0 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $214M | $186M | 15.3% | $207M | 1.1% | 3 | 3 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CW ADVISORS, LLC | 2 | Sep 3, 2025 | Aug 29, 2025 | NEW HOPE, PA | Team lift out | RIA to RIA | 66.7% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 3 | Jun 3, 2021 | Jul 26, 2021 | NEW HOPE, PA | Team lift out | Wirehouse to new firm | 0.2% |