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T•••••• C••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM under $100M

T•••••• C••••••• L••

CRD 156594

GREENVILLE, SC

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Search this name across graphsid dfx:ria:60b025a3-ecf5-626d-9884-0116b2175666

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 11
On other graphs: 2
Observed: Jun 25, 2019 to Mar 31, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

W•• G••••• W•••••• L••

Private equity manager · shared crd

Real Estate Fundsidentity

W•• G••••• W•••••• L••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.25 fund_share=0.75 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $97.5MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $97.4M
Private client RAUM: $24.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 25%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••• C••••••••• W•••	Certified Financial Planner	GREENVILLE, SC	9	36	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S• S•••••••• O••••••••• F••• L••	Real Estate Fund	$119M	Jun 7, 2024	36	Jun 25, 2019	reported	021-247129
S• S•••••••• O••••••••• F••• I• L••	Real Estate Fund	$50.8M

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••••• I••• J••••• A••••••••	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2015	Jun 25, 2019	Jun 7, 2024
W••••••• K••••••• C•••••••	DIRECTOR OF ACCOUNTING	Na	yes	05/2023	Sep 1, 2023

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
A••••••• V•••••••• L••	n/a	n/a	n/a	N	yes	n/a
C••••••••• K••••••• L••	n/a	n/a	n/a	N	yes	n/a
R•••• R•••• F•••• L••

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; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	4

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
2025	$97.5M	$107M	-8.7%	$376M	-36.2%	10	10	0	0

Relationships

Advises (10)

→ W•• P•• F•••• L••Private fundPrivate Equity Fund, IA
Jun 25, 2019 to presentfactForm ADV
→ A••••••• V••••••• S••••• F••• I• L••• S••••• T••Private fundReal Estate Fund, IA
Jun 25, 2019 to presentfactForm ADV
→ S• S•••••••• O••••••••• F••• I• L••Private fundReal Estate Fund, IA
Jun 25, 2019 to presentfactForm ADV
→ A••••••• V••••••• S••••• F••• I• L••• S••••• T••••

Dated events

Occurred
May 21, 2025
Advisor changed firm
Jayden Rashon Durrah left T•••••• C••••••• L•• for Capital Investment Advisors, Llc (registered 2025-07-01)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2025
Regulatory AUM changed
T•••••• C••••••• L•• reported RAUM $106.8M, down 56% from $245.4M (2024-06-07 to 2025-03-31)
Form ADVobserved 7 days ago
$-139M
Occurred
Jun 7, 2024
Control person left
Donald Michael Jones (Senior Fund Manager) no longer on Schedule A of T•••••• C••••••• L•• (listed 2024-03-29, absent 2024-06-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60b025a3-ecf5-626d-9884-0116b2175666
First observed: Jun 25, 2019
Last observed: Mar 31, 2026 5 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.