DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

M•••••••• F•••••••• P••••••• I•••

CRD 136857

ATLANTA, GA

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Search this name across graphsid dfx:ria:67b13f2c-3832-171f-444f-80a4087110d0

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Dec 9, 2011 to Feb 5, 2026
9 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $116M••• Locked
Discretionary RAUM: $116M
Private client RAUM: $116Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $38.6Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L•••• R••• K••••	n/a	ATLANTA, GA	21	21	n/a	yes
B•••••• M•••• M••••••••	Certified Financial Planner	ATLANTA, GA	21	40

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••••• B••••••• M••••	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	06/1998	Dec 9, 2011	Jun 5, 2012
K••••• L••••• R•••	SECRETARY TREASURER	Na	no	05/2000	Dec 9, 2011	Jun 5, 2012

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026

Advisor flows

••• Locked

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	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$116M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Registered with (8)

← J•••••• J••• A••Advisorregistration: current employment
May 16, 2025 to presentfactForm ADV
← L•••• R••• K••••Advisorregistration: current employment
Sep 8, 2005 to presentfactForm ADV
← B•••••• M•••• M••••••••Advisorregistration: current employment
Sep 8, 2005 to presentfactForm ADV
← Christopher Jay Cowart

Dated events

Occurred
Feb 14, 2024
Advisor changed firm
Christopher Jay Cowart left M•••••••• F•••••••• P••••••• I••• for Advocacy Wealth Management, Llc (registered 2024-03-19)
Form ADVobserved 7 days ago
Occurred
Apr 1, 2022
Advisor changed firm
Michael S Sava left M•••••••• F•••••••• P••••••• I••• for Wiser Wealth Management, Inc (registered 2022-09-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67b13f2c-3832-171f-444f-80a4087110d0
First observed: Dec 9, 2011
Last observed: Feb 5, 2026 7 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.