DFX Intelligence

G•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

G•••••••

G••••••• ADVISORS, LLC, CRD 317336

ATLANTA, GA

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Search this name across graphsid dfx:ria:6a29cf77-6418-516d-1c40-9e81221e9696

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 2
Observed: Jun 11, 2026 to Jun 11, 2026
1 observations

Across DFX

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

Private Equityidentity

G•••••••

Private equity manager · shared crd

Venture Capitalidentity

G•••••••

Venture manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $332M••• Locked
Discretionary RAUM: $332M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $111Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L•••• J•••• H••••••••	n/a	ATLANTA, GA	2	14	1	no
C•••••• C•••••• P•••••	Chartered Financial Analyst	ATLANTA, GA	2	11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••••• C•••••••••	CHIEF OPERATING	Na	yes	04/2026	Jun 11, 2026	Jun 11, 2026
F•••••• W•••••• K•••••	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2025	Jun 11, 2026	Jun 11, 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
1	0	1	0.0%	0	0	0	1	0

Relationships

Controls (4)

← H••••••••• L••••• J••••OwnerCHIEF EXECUTIVE OFFICER AND CO- FOUNDER, ownership code NA, individual
Jun 11, 2026 to presentfactForm ADV
← C•••••••• C•••••••••OwnerCHIEF OPERATING, ownership code NA, individual
Jun 11, 2026 to presentfactForm ADV
← F•••••• W•••••• K•••••OwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 11, 2026 to presentfactForm ADV
← G••••••• H•••••••• L••OwnerSOLE MEMBER, ownership code E, domestic entity
Jun 11, 2026 to present

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a29cf77-6418-516d-1c40-9e81221e9696
First observed: Jun 11, 2026
Last observed: Jun 11, 2026 3 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.