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2•• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

2•• A•••••••

TWO THIRTY ONE ADVISORS LLC, CRD 316491

BOSTON, MA

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Search this name across graphsid dfx:ria:5eb9403f-4848-d163-af60-201bda843ce7

Data as of Mar 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Nov 4, 2021 to Mar 23, 2022
3 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2022-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices

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
B•••••• D••••• L••	Member	D	yes	02/2019	Nov 4, 2021	Mar 23, 2022
D•••••••• J••••• K••••••	Member	F	yes	02/2019	Nov 4, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V••••• M••••••••• L••	n/a	Former SEC adviser	$1.4B	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Franklin	Tn	United States	2	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
2021	Mar 23, 2022	$0	$0	1	1	1	n/a	n/a

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
2021	$0	n/a	n/a	n/a	n/a	1	n/a	1	n/a

Relationships

Affiliated with (1)

→ FIRST TRUST DIRECT INDEXINGRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← D•••••••• J••••• K••••••OwnerMEMBER, ownership code F, individual
Nov 4, 2021 to presentfactForm ADV
← B•••••• D••••• L••OwnerMEMBER, ownership code D, individual
Nov 4, 2021 to presentfactForm ADV
← S•••••••• S••••• L••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual

Dated events

Occurred
May 31, 2022
Advisor changed firm
Ann Taylor Holley Knotts left 2•• A••••••• for Woodmont Investment Counsel, Llc (registered 2022-09-14)
Form ADVobserved 7 days ago
Occurred
Mar 23, 2022
Control person left
Thomas Gary Bonner (Chief Operating Officer) no longer on Schedule A of 2•• A••••••• (listed 2021-12-13, absent 2022-03-23)
Form ADVobserved 7 days ago
Occurred
Nov 4, 2021
First Form ADV filing
2•• A••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5eb9403f-4848-d163-af60-201bda843ce7
First observed: Nov 4, 2021
Last observed: Mar 23, 2022 54 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.