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.

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=2.0

Regulatory AUM

$251MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$251M

Private client RAUM

$251MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$62.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

358

Individual clients

52

High net worth clients

146

SEC number

801-136732

CRD

343208

Filings on the tape

2

First filed

Jul 31, 2026

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, MA

Website

civicfinancial.com

• Occurred

  Jul 31, 2026
  Advisor owns new adviser

  Richard Leeway Chen, registered through Veris Wealth Partners, LLC (New York, NY), is a direct owner of Liberty Forge LLC, an adviser first registered 2026-07-31; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e44ad93-1330-4fda-52bd-45b446107688

First observed

Jul 31, 2026

Last observed

Aug 25, 2026 27 days 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.