DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

A••••• F•••••••• I•••••••••

A••••• F•••••••• I••••••••• LLC, CRD 298219

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:605e7848-0c70-9a95-7f31-4922623fe5b7

Data as of Jan 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2026 to Jan 13, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $44.7M••• Locked
Discretionary RAUM: $44.7M
Private client RAUM: $38.9Mderived••• Locked
Private client share: 87%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••••• O••••••	n/a	Oklahoma City, OK	8	21	4	no
D••••• A•• R•••	n/a	Oklahoma City, OK \| OKLAHOMA CITY, OK	4	22

Relationships

Registered with (2)

← D••••• A•• R•••Advisorregistration: current employment
Jun 30, 2022 to presentfactForm ADV
← A••••• O••••••Advisorregistration: current employment
Aug 21, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:605e7848-0c70-9a95-7f31-4922623fe5b7
First observed: Jan 13, 2026
Last observed: Jan 13, 2026 8 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.