DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

ORIGIN INVESTMENT ADVISORY LLC

CRD 305353

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67c48852-6d0e-0112-6f8c-5c1bee64bc44

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 177
Dated events: 40
On other graphs: 0
Observed: Dec 24, 2020 to Mar 26, 2026
39 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=0.0
Regulatory AUM: $34.7MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2M
Private client RAUM: $34.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 34
RAUM per advisor: $1.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 41
Advisory employees: 40
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7,590
Individual clients: 7,591
High net worth clients: 0
SEC number: 801-120236
CRD: 305353
Filings on the tape: 39
First filed: Dec 24, 2020
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: reddit.com

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
Mantas Tautkus	Certified Financial Planner	LAKE BARRINGTON, IL \| SARASOTA, FL \| Lake Barrington, IL	6	16	2	no
Jane Ruguru Mepham	Certified Financial Planner	Austin, TX \| SARASOTA, FL \| AUSTIN, TX	6	10	n/a	no
Elizabeth M. Richardson	Certified Financial Planner\|Personal Financial Specialist	SARASOTA, FL \| CHICAGO, IL	5	24	1	no
JOSE VICENTE SANCHEZ	Certified Financial Planner	ALBUQUERQUE, NM \| SARASOTA, FL	5	20	2	no
MARCUS PAUL MILLER	Certified Financial Planner	MIDDLEBURG, FL \| SARASOTA, FL \| Lakeland, FL	5	13	n/a	no
Cherita Church	Certified Financial Planner	Manchester, NH \| Houston, TX \| SARASOTA, FL	4	10	1	no
DACE ANDREW DEKRUIF	Certified Financial Planner	BLOOMFIELD HILLS, MI \| SARASOTA, FL	4	23	7	no
Contey Fulinia Smith	Certified Financial Planner	Atlanta, GA \| SARASOTA, FL \| BUFORD, GA	4	10	2	no
TERRY JAY MONTANO	Certified Financial Planner	ATLANTA, GA \| Atlanta, GA \| SARASOTA, FL	4	11	3	no
Tiffany Yolanda Johnson	Certified Financial Planner	DECATUR, GA \| DACULA, GA \| SARASOTA, FL	4	12	1	no
DUSTIN GRAY SUTTLE	Certified Financial Planner	SCOTTSDALE, AZ \| Cave Creek, AZ \| SARASOTA, FL	4	23	6	no
Paul Carriere	Certified Financial Planner	COLORADO SPRINGS, CO \| SARASOTA, FL	4	12	3	no
GRANT ROGER MADDOX	Certified Financial Planner	CHARLESTON, SC \| SARASOTA, FL	4	9	1	no
Han Xue	Certified Financial Planner	SARASOTA, FL \| White Settlement, TX	4	12	n/a	no
SHANNON G GREY	Certified Financial Planner	SAN DIEGO, CA \| SARASOTA, FL \| PEORIA, AZ	3	27	3	no
JACOB LEE STALDER	Certified Financial Planner	SARASOTA, FL \| CEDAR FALLS, IA \| Cedar Falls, IA	3	12	2	no
TARIF JAMAL CARSON	Certified Financial Planner	PLYMOUTH MEETING, PA \| SARASOTA, FL	2	20	2	no
NYCOLE BERLYN FREER	Certified Financial Planner	ALISO VIEJO, CA \| SARASOTA, FL \| Aliso Viejo, CA	1	12	2	no
JAMES TYLER HORN	Certified Financial Planner	SARASOTA, FL	1	11	2	no
KHWAN HATHAI	Certified Financial Planner	DENVER, CO \| SARASOTA, FL	1	10	3	no
MICHAEL JOHN HAKIMI	Certified Financial Planner	SARASOTA, FL \| MOUNT PLEASANT, SC	0	12	2	no
Anders Johnson Skagerberg	Certified Financial Planner	SARASOTA, FL \| MURRAY, UT	0	11	3	no

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
BLEND FINANCIAL	Shareholder	E	yes	01/2024	Jan 2, 2024	Oct 8, 2024
FINGER, WALLIS, KUNDAR	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Mar 31, 2022	Oct 8, 2024

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 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$34.7M	$2.2M	41	40	0	n/a	n/a
2024	Mar 10, 2025	$2.1M	$1.8M	162	56	0	n/a	n/a
2023	Jan 2, 2024	$548,444	$548,444	164	72	0	n/a	n/a
2022	Mar 30, 2023	$478,000	$478,000	219	105	0	n/a	n/a
2021	Mar 31, 2022	$505,000	$505,000	135	7	4	n/a	n/a
2020	Mar 15, 2021	n/a	n/a	37	12	4	n/a	n/a

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
2	4	-2	11.8%	1	1	0	8	34

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	$34.7M	$2.1M	1514.0%	$478,000	317.0%	41	162	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SMARTPATH ADVISORS	2	Jun 19, 2024	Jul 9, 2024	SARASOTA, FL	Team lift out	Other	4.1%

Relationships

showing 80 of 177

Registered with (77)

← Anders Johnson SkagerbergAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← TARIF JAMAL CARSONAdvisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← MICHAEL JOHN HAKIMIAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Andrew John BencivengaAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← Paul CarriereAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← LUIS FRANCISCO ROSAAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← KHWAN HATHAIAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← JAMES TYLER HORNAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← NYCOLE BERLYN FREERAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← GRANT ROGER MADDOXAdvisorregistration: current employment
Dec 13, 2024 to presentfactForm ADV
← JACOB LEE STALDERAdvisorregistration: current employment
Mar 15, 2023 to presentfactForm ADV
← MARCUS PAUL MILLERAdvisorregistration: current employment
Nov 25, 2022 to presentfactForm ADV
← SHANNON G GREYAdvisorregistration: current employment
Oct 31, 2022 to presentfactForm ADV
← Tiffany Yolanda JohnsonAdvisorregistration: current employment
Aug 23, 2022 to presentfactForm ADV
← Han XueAdvisorregistration: current employment
Jul 25, 2022 to presentfactForm ADV
← DUSTIN GRAY SUTTLEAdvisorregistration: current employment
Jul 19, 2022 to presentfactForm ADV
← DACE ANDREW DEKRUIFAdvisorregistration: current employment
Jun 29, 2022 to presentfactForm ADV
← TERRY JAY MONTANOAdvisorregistration: current employment
Feb 7, 2022 to presentfactForm ADV
← PETER GREGG BOBOLIAAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← ROBIN LYNN KULECKAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← Contey Fulinia SmithAdvisorregistration: current employment
Jan 7, 2022 to presentfactForm ADV
← Elizabeth M. RichardsonAdvisorregistration: current employment
Dec 23, 2021 to presentfactForm ADV
← CRYSTAL LYNN RAUAdvisorregistration: current employment
Dec 22, 2021 to presentfactForm ADV
← Mantas TautkusAdvisorregistration: current employment
Dec 16, 2021 to presentfactForm ADV
← Cherita "Cherie" ChurchAdvisorregistration: current employment
Nov 29, 2021 to presentfactForm ADV
← NATHAN WAYNE BROWNAdvisorregistration: current employment
Nov 15, 2021 to presentfactForm ADV
← ARTHUR FLORESAdvisorregistration: current employment
Nov 2, 2021 to presentfactForm ADV
← As'Ad GouraniAdvisorregistration: current employment
Oct 20, 2021 to presentfactForm ADV
← Luke James McCordAdvisorregistration: current employment
Oct 18, 2021 to presentfactForm ADV
← JOSE VICENTE SANCHEZAdvisorregistration: current employment
Jul 16, 2021 to presentfactForm ADV
and 47 more

Controls (2)

← FINGER, WALLIS, KUNDAROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Oct 8, 2024factForm ADV
← BLEND FINANCIALOwnerSHAREHOLDER, ownership code E, domestic entity
Jan 2, 2024 to Oct 8, 2024factForm ADV

Moved with (1)

→ SMARTPATH ADVISORSRegistered adviser2 advisors, team lift out
Jun 19, 2024 to Jul 9, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 16, 2026
Advisor changed firm
Luis Francisco Rosa left Origin Investment Advisory LLC for Savvy (registered 2025-12-09)
Form ADVobserved 3 days ago
Occurred
Jul 16, 2026
Advisor departed, no destination yet
Jay Dee Lake no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jun 15, 2026
Advisor changed firm
Heath Edward Hampton left Origin Investment Advisory Llc for Boldin Advisors (registered 2026-06-26)
Form ADVobserved 6 days ago
Occurred
May 1, 2026
Advisor departed, no destination yet
Lakhaun Mckinley no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Feb 11, 2026
Advisor changed firm
Carlos Daniel Ruiz left Origin Investment Advisory Llc for Mission Wealth Management, Lp (registered 2026-03-09)
Form ADVobserved 6 days ago
Occurred
Jan 20, 2026
Advisor departed, no destination yet
Jay Lee no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jan 12, 2026
Advisor changed firm
William Patrick Nugent left Origin Investment Advisory Llc for Monarch Plan Advisors (registered 2023-08-11)
Form ADVobserved 6 days ago
Occurred
Jan 8, 2026
Advisor departed, no destination yet
Curtis James Crossland no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Nov 21, 2025
Advisor departed, no destination yet
Michael Kenneth Babcock no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Sep 30, 2025
Advisor departed, no destination yet
Patrick Neil Elliott no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Sep 15, 2025
Advisor departed, no destination yet
Ginger Eusebio Lyle Ames no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Aug 19, 2025
Advisor departed, no destination yet
John Matthew Piershale no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Aug 18, 2025
Advisor changed firm
Valencia Brown Jones left Origin Investment Advisory Llc for Ernst & Young Investment Advisers Llp (registered 2022-07-25)
Form ADVobserved 6 days ago
Occurred
Aug 18, 2025
Advisor changed firm
Steven Bradley Kingsley left Origin Investment Advisory Llc for Kingsley Financial (registered 2024-04-11)
Form ADVobserved 6 days ago
Occurred
Jul 15, 2025
Advisor changed firm
Susan E. Gardiner left Origin Investment Advisory Llc for South County Wealth Planning (registered 2023-01-04)
Form ADVobserved 6 days ago
Occurred
Jun 26, 2025
Advisor changed firm
Nancy Anne Nawn left Origin Investment Advisory Llc for Cwm, Llc (registered 2025-12-01)
Form ADVobserved 6 days ago
Occurred
Apr 9, 2025
Advisor changed firm
Theresa Morrison left Origin Investment Advisory Llc for 6|21 Private Wealth (registered 2025-04-08)
Form ADVobserved 6 days ago
Occurred
Apr 2, 2025
Advisor departed, no destination yet
Scott Newhouse no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Matthew Hardy Cobas left Origin Investment Advisory Llc for Kaiyo Wealth Llc (registered 2024-04-26)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2025
Advisor changed firm
Kimberly Ann Houston left Origin Investment Advisory Llc for Nectarine (registered 2025-01-17)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2025
Advisor changed firm
Jonel Joseph Tomines left Origin Investment Advisory Llc for Cmg Financial Consulting (registered 2022-09-16)
Form ADVobserved 6 days ago
Occurred
Jan 28, 2025
Advisor departed, no destination yet
Kenneth Bruce Hoyt no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jan 16, 2025
Advisor departed, no destination yet
Daniel J Miller no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jan 3, 2025
Advisor changed firm
Christopher Charles Marrone left Origin Investment Advisory Llc for Forefront (registered 2022-11-01)
Form ADVobserved 6 days ago
Occurred
Jul 8, 2024
Advisor changed firm
Devin Sami Faddoul left Origin Investment Advisory Llc for Ewa, Llc (registered 2024-07-08)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2024
Advisor changed firm
David Alan Fowler left Origin Investment Advisory Llc for Smartpath Advisors (registered 2024-07-09)
Form ADVobserved 6 days ago
Occurred
Jun 21, 2024
Advisor changed firm
Christopher Stephen Kimmet left Origin Investment Advisory Llc for Hamilton Capital (registered 2024-06-27)
Form ADVobserved 6 days ago
Occurred
Jun 19, 2024
Team lift-out
2 advisors left Origin Investment Advisory LLC (Sarasota, FL) for Smartpath Advisors within 8 days
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 19, 2024
Advisor changed firm
Kyle Andrew Moore left Origin Investment Advisory Llc for Smartpath Advisors (registered 2024-07-03)
Form ADVobserved 6 days ago
Occurred
Jun 19, 2024
Advisor changed firm
Christopher George Reddick left Origin Investment Advisory Llc for Nectarine (registered 2024-04-10)
Form ADVobserved 6 days ago
Occurred
Apr 29, 2024
Advisor changed firm
Blaine Alexander Thiederman left Origin Investment Advisory Llc for Pure Financial Advisors, Llc (registered 2024-04-09)
Form ADVobserved 6 days ago
Occurred
Apr 29, 2024
Advisor changed firm
Max Chase Pashman left Origin Investment Advisory Llc for Nectarine (registered 2024-04-15)
Form ADVobserved 6 days ago
Occurred
Mar 22, 2024
Advisor changed firm
Michelle Wu left Origin Investment Advisory Llc for Tenon Financial (registered 2023-03-17)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2024
Advisor changed firm
Kerry Ann O'Brien left Origin Investment Advisory Llc for Ellevest (registered 2024-05-16)
Form ADVobserved 6 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Michelle Petrowski left Origin Investment Advisory Llc for Ellevest (registered 2024-01-08)
Form ADVobserved 6 days ago
Occurred
Feb 13, 2024
Advisor departed, no destination yet
Scott Sturgeon no longer registered at Origin Investment Advisory Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Johnny Chu-Hyon Pak left Origin Investment Advisory Llc for Otium Advisory Group, Llc (registered 2026-07-29)
Form ADVobserved 6 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Krista J Winograd left Origin Investment Advisory Llc for Lpl Financial Llc (registered 2025-06-03)
Form ADVobserved 6 days ago
Occurred
Feb 2, 2024
Advisor changed firm
Camille Joanne Bouvet left Origin Investment Advisory Llc for Aldrich Wealth Lp (registered 2024-02-07)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Aug 8, 2024
Origin Investment Advisory Llc reported 52 state-registered advisory representatives, down from 72 (2024-01-17 to 2024-08-08)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67c48852-6d0e-0112-6f8c-5c1bee64bc44
First observed: Dec 24, 2020
Last observed: Mar 26, 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.

ORIGIN INVESTMENT ADVISORY LLC

CRD 305353

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:67c48852-6d0e-0112-6f8c-5c1bee64bc44

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Mantas Tautkus

Certified Financial Planner

LAKE BARRINGTON, IL | SARASOTA, FL | Lake Barrington, IL

Jane Ruguru Mepham

Certified Financial Planner

Austin, TX | SARASOTA, FL | AUSTIN, TX

n/a

Elizabeth M. Richardson

Certified Financial Planner|Personal Financial Specialist

SARASOTA, FL | CHICAGO, IL

JOSE VICENTE SANCHEZ

Certified Financial Planner

ALBUQUERQUE, NM | SARASOTA, FL

MARCUS PAUL MILLER

Certified Financial Planner

MIDDLEBURG, FL | SARASOTA, FL | Lakeland, FL

n/a

Cherita Church

Certified Financial Planner

Manchester, NH | Houston, TX | SARASOTA, FL

DACE ANDREW DEKRUIF

Certified Financial Planner

BLOOMFIELD HILLS, MI | SARASOTA, FL

Contey Fulinia Smith

Certified Financial Planner

Atlanta, GA | SARASOTA, FL | BUFORD, GA

TERRY JAY MONTANO

Certified Financial Planner

ATLANTA, GA | Atlanta, GA | SARASOTA, FL

Tiffany Yolanda Johnson

Certified Financial Planner

DECATUR, GA | DACULA, GA | SARASOTA, FL

DUSTIN GRAY SUTTLE

Certified Financial Planner

SCOTTSDALE, AZ | Cave Creek, AZ | SARASOTA, FL

Paul Carriere

Certified Financial Planner

COLORADO SPRINGS, CO | SARASOTA, FL

GRANT ROGER MADDOX

Certified Financial Planner

CHARLESTON, SC | SARASOTA, FL

Han Xue

Certified Financial Planner

SARASOTA, FL | White Settlement, TX

n/a

SHANNON G GREY

Certified Financial Planner

SAN DIEGO, CA | SARASOTA, FL | PEORIA, AZ

JACOB LEE STALDER

Certified Financial Planner

SARASOTA, FL | CEDAR FALLS, IA | Cedar Falls, IA

TARIF JAMAL CARSON

Certified Financial Planner

PLYMOUTH MEETING, PA | SARASOTA, FL

NYCOLE BERLYN FREER

Certified Financial Planner

ALISO VIEJO, CA | SARASOTA, FL | Aliso Viejo, CA

JAMES TYLER HORN

Certified Financial Planner

SARASOTA, FL

KHWAN HATHAI

Certified Financial Planner

DENVER, CO | SARASOTA, FL

MICHAEL JOHN HAKIMI

Certified Financial Planner

SARASOTA, FL | MOUNT PLEASANT, SC

Anders Johnson Skagerberg

Certified Financial Planner

SARASOTA, FL | MURRAY, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLEND FINANCIAL

Shareholder

yes

01/2024

Jan 2, 2024

Oct 8, 2024

FINGER, WALLIS, KUNDAR

CHIEF COMPLIANCE OFFICER

yes

01/2024

Mar 31, 2022

Oct 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$34.7M

$2.2M

n/a

2024

Mar 10, 2025

$2.1M

$1.8M

162

n/a

2023

Jan 2, 2024

$548,444

164

n/a

2022

Mar 30, 2023

$478,000

219

105

n/a

2021

Mar 31, 2022

$505,000

135

n/a

2020

Mar 15, 2021

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

11.8%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$34.7M

$2.1M

1514.0%

$478,000

317.0%

162

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SMARTPATH ADVISORS

Jun 19, 2024

Jul 9, 2024

SARASOTA, FL

Team lift out

Other

4.1%