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CRD 105472
GRAND RAPIDS, MI
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 |
|---|---|---|---|---|---|---|
| PAUL GEORGE ANTHES | Certified Financial Planner | GRAND RAPIDS, MI | 16 | 44 | n/a | no |
| LORAN JAY FILSON | Certified Financial Planner | GRAND RAPIDS, MI | 16 | 36 | n/a | no |
| ANDREW JAMES ROBERTS | Certified Financial Planner | GRAND RAPIDS, MI | 16 | 29 | n/a | no |
| JOEL DAVID VANDER MEYDEN | Certified Financial Planner | GRAND RAPIDS, MI | 16 | 27 | n/a | no |
| RYAN MICHAEL ALLEN | Certified Financial Planner|Chartered Financial Analyst | GRAND RAPIDS, MI | 11 | 16 | 2 | no |
| CHRISTOPHER MICHAEL STILL | Certified Financial Planner | GRAND RAPIDS, MI | 10 | 22 | n/a | no |
| Jackson J VanDyke | Certified Financial Planner | GRAND RAPIDS, MI | 1 | 11 | n/a | no |
| CRAIG MATTHEW RAYMENT | Certified Financial Planner | GRAND RAPIDS, MI | 1 | 24 | n/a | no |
| NICHOLAS SOMERS | Chartered Financial Consultant | GRAND RAPIDS, MI | 0 | 11 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANTHES, PAUL, GEORGE | President | D | yes | 07/1988 | Feb 3, 2026 | Feb 3, 2026 |
| FILSON, LORAN, JAY | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | C | yes | 07/1998 | Feb 3, 2026 | Feb 3, 2026 |
| STILL, CHRISTOPHER, MICHAEL | WEALTH ADVISOR | B | yes | 10/2013 | Feb 3, 2026 | Feb 3, 2026 |
| VANDER MEYDEN, JOEL, DAVID | WEALTH ADVISOR | B | yes | 10/2005 | Feb 3, 2026 | Feb 3, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 3, 2026 | $1.1B | $1.1B | 14 | 14 | 0 | n/a | n/a |
| 2024 | Mar 12, 2025 | $972M | $972M | 14 | 13 | 0 | n/a | n/a |
| 2023 | Feb 21, 2024 | $913M | $913M | 14 | 13 | 0 | n/a | n/a |
| 2022 | Mar 28, 2023 | $796M | $796M | 14 | 13 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $854M | $854M | 12 | 11 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $731M | $731M | 11 | 10 | 0 | n/a | n/a |
| 2019 | Mar 25, 2020 | $678M | $678M | 11 | 10 | 0 | n/a | n/a |
| 2018 | Mar 26, 2019 | $563M | $563M | 11 | 10 | 0 | n/a | n/a |
| 2017 | Feb 15, 2018 | $583M | $582M | 11 | 10 | 0 | n/a | n/a |
| 2016 | Mar 5, 2017 | $484M | $484M | 11 | 10 | n/a | n/a | n/a |
| 2015 | Mar 7, 2016 | $451M | $451M | 12 | 10 | n/a | n/a | n/a |
| 2014 | Mar 18, 2015 | $415M | $415M | 11 | 9 | n/a | n/a | n/a |
| 2013 | Mar 14, 2014 | $418M | $418M | 11 | 10 | n/a | n/a | n/a |
| 2012 | Mar 12, 2013 | $317M | $317M | 11 | 10 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $270M | $269M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $972M | 13.7% | $796M | 11.6% | 14 | 14 | 0 | 0 |