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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

NPF INVESTMENT ADVISORS

NORRIS PERNE & FRENCH LLP, CRD 104683

GRAND RAPIDS, MI

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:6aa75dd8-c84f-5f59-e41f-6d95de35bd7c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Nov 14, 2011 to Mar 27, 2026
35 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=0.88 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7B
Private client RAUM: $2.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $207Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,233
Individual clients: 401
High net worth clients: 537
Custody, client assets: $1.3B
SEC number: 801-3475
CIK: 1092290
CRD: 104683
Filings on the tape: 35
First filed: Nov 14, 2011
Latest filed: Mar 27, 2026
Organised: Limited Liability Partnership, MI
Website: norrisperne.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
KURT MARVIN ARVIDSON	Chartered Financial Analyst	GRAND RAPIDS, MI	16	38	n/a	no
CHARLES LOUIS DUTCHER	Chartered Financial Analyst	GRAND RAPIDS, MI	16	19	n/a	no
GLENN PATRICK HEFNER	Chartered Financial Analyst	GRAND RAPIDS, MI	9	27	n/a	no
DAVID STEVEN HODGE	Certified Financial Planner\|Chartered Financial Analyst	GRAND RAPIDS, MI	8	22	1	yes
DAVID TIMOTHY DOPPEL	Chartered Financial Analyst	GRAND RAPIDS, MI	5	10	1	no
DANIEL PAUL MICHAUD	n/a	GRAND RAPIDS, MI	3	10	3	no
TYLER JAY BOSGRAAF	Chartered Financial Analyst	GRAND RAPIDS, MI	1	12	n/a	no
DANIEL JASON LUPO	Chartered Financial Analyst	GRAND RAPIDS, MI	1	13	n/a	no
Maria Kay Kuiper	Chartered Financial Analyst	GRAND RAPIDS, MI	1	10	1	no
Lukas Lindhout	n/a	GRAND RAPIDS, MI	1	23	n/a	no
LAUREN M BRENNAN	n/a	GRAND RAPIDS, MI	1	11	1	yes
Pedro Gomes	n/a	GRAND RAPIDS, MI	1	11	n/a	no
Heather Elve	Certified Financial Planner	GRAND RAPIDS, MI	0	11	n/a	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
ARVIDSON, KURT, MARVIN	LIMITED PARTNER	C	yes	01/2002	Mar 27, 2026	Mar 27, 2026
BOSGRAAF, TYLER, JAY	LIMITED PARTNER	B	yes	01/2023	Mar 27, 2026	Mar 27, 2026
DUTCHER, CHARLES, LOUIS	LIMITED PARTNER	C	yes	07/2014	Mar 27, 2026	Mar 27, 2026
HODGE, DAVID, STEVEN	CHIEF COMPLIANCE OFFICER/LIMITED PARTNER	B	yes	01/2020	Mar 27, 2026	Mar 27, 2026
LUPO, DANIEL, JASON	LIMITED PARTNER	B	yes	01/2019	Mar 27, 2026	Mar 27, 2026

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$2.7B	$2.7B	18	13	0	n/a	n/a
2024	Mar 24, 2025	$2.5B	$2.5B	9	9	0	n/a	n/a
2023	Mar 25, 2024	$2.4B	$2.4B	15	9	0	n/a	n/a
2022	Mar 27, 2023	$2.0B	$2.0B	11	8	0	n/a	n/a
2021	Mar 25, 2022	$2.3B	$2.3B	11	8	0	n/a	n/a
2020	Mar 23, 2021	$2.0B	$2.0B	11	9	0	n/a	n/a
2019	Mar 27, 2020	$1.7B	$1.7B	11	9	0	n/a	n/a
2018	Mar 26, 2019	$1.4B	$1.4B	11	8	0	n/a	n/a
2017	Mar 29, 2018	$1.4B	$1.4B	11	8	0	n/a	n/a
2016	Mar 18, 2017	$1.2B	$1.2B	10	8	n/a	n/a	n/a
2015	Mar 25, 2016	$1.2B	$1.2B	11	8	n/a	n/a	n/a
2014	Mar 4, 2015	$1.1B	$1.1B	10	7	n/a	n/a	n/a
2013	Feb 3, 2014	$1.1B	$1.1B	9	7	n/a	n/a	n/a
2012	Feb 5, 2013	$952M	$952M	9	7	n/a	n/a	n/a
2011	Feb 3, 2012	$879M	$879M	n/a	n/a	n/a	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
0	0	0	0.0%	0	0	0	2	0

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	$2.7B	$2.5B	6.6%	$2.0B	10.5%	18	9	0	0

Relationships

Registered with (15)

← Heather ElveAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← Pedro GomesAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← LAUREN M BRENNANAdvisorregistration: current employment
Aug 4, 2025 to presentfactForm ADV
← Lukas LindhoutAdvisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← Maria Kay KuiperAdvisorregistration: current employment
May 22, 2025 to presentfactForm ADV
← DANIEL JASON LUPOAdvisorregistration: current employment
Jan 22, 2025 to presentfactForm ADV
← TYLER JAY BOSGRAAFAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← DANIEL PAUL MICHAUDAdvisorregistration: current employment
Aug 16, 2023 to presentfactForm ADV
← DAVID TIMOTHY DOPPELAdvisorregistration: current employment
Apr 15, 2021 to presentfactForm ADV
← DAVID STEVEN HODGEAdvisorregistration: current employment
Sep 13, 2018 to presentfactForm ADV
← GLENN PATRICK HEFNERAdvisorregistration: current employment
Dec 2, 2016 to presentfactForm ADV
← CHARLES LOUIS DUTCHERAdvisorregistration: current employment
Apr 21, 2010 to presentfactForm ADV
← KURT MARVIN ARVIDSONAdvisorregistration: current employment
Mar 4, 2010 to presentfactForm ADV
← MARILEE KRISTEN BARTLAdvisorregistration: previous registration
Nov 9, 2015 to Apr 12, 2022factForm ADV
← ROBERT CHARLES BOYLENAdvisorregistration: previous registration
Nov 3, 2010 to Jul 25, 2014factForm ADV

Controls (5)

← ARVIDSON, KURT, MARVINOwnerLIMITED PARTNER, ownership code C, individual
Nov 14, 2011 to Mar 25, 2024factForm ADV
← HODGE, DAVID, STEVENOwnerCHIEF COMPLIANCE OFFICER/LIMITED PARTNER, ownership code B, individual
Mar 27, 2020 to Mar 25, 2024factForm ADV
← DUTCHER, CHARLES, LOUISOwnerLIMITED PARTNER, ownership code C, individual
Jul 25, 2014 to Mar 25, 2024factForm ADV
← BOSGRAAF, TYLER, JAYOwnerLIMITED PARTNER, ownership code B, individual
Mar 27, 2023 to Mar 25, 2024factForm ADV
← LUPO, DANIEL, JASONOwnerLIMITED PARTNER, ownership code B, individual
Mar 26, 2019 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 25, 2024
Control person left
Francis John Wisentaner (Limited Partner) no longer on Schedule A of Npf Investment Advisors (listed 2023-03-27, absent 2024-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2023
Control person joined
Jay Tyler Bosgraaf (Limited Partner) appeared on Schedule A of Npf Investment Advisors
Form ADVobserved 4 days ago
Occurred
Apr 12, 2022
Advisor changed firm
Marilee Kristen Bartl left Npf Investment Advisors for Long Road Investment Counsel, Llc (registered 2025-02-24)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Control person left
Kristen Marilee Bartl (Equity Partner) no longer on Schedule A of Npf Investment Advisors (listed 2021-03-23, absent 2022-03-25)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2020
Control person joined
Steven David Hodge (Chief Compliance Officer) appeared on Schedule A of Npf Investment Advisors
Form ADVobserved 4 days ago
Occurred
Mar 26, 2019
Control person joined
Kristen Marilee Bartl (Equity Partner) appeared on Schedule A of Npf Investment Advisors
Form ADVobserved 4 days ago
Occurred
Mar 26, 2019
Control person joined
Jason Daniel Lupo (Equity Partner) appeared on Schedule A of Npf Investment Advisors
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6aa75dd8-c84f-5f59-e41f-6d95de35bd7c
First observed: Nov 14, 2011
Last observed: Mar 27, 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.

NPF INVESTMENT ADVISORS

NORRIS PERNE & FRENCH LLP, CRD 104683

GRAND RAPIDS, MI

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:6aa75dd8-c84f-5f59-e41f-6d95de35bd7c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KURT MARVIN ARVIDSON

Chartered Financial Analyst

GRAND RAPIDS, MI

n/a

CHARLES LOUIS DUTCHER

Chartered Financial Analyst

GRAND RAPIDS, MI

n/a

GLENN PATRICK HEFNER

Chartered Financial Analyst

GRAND RAPIDS, MI

n/a

DAVID STEVEN HODGE

Certified Financial Planner|Chartered Financial Analyst

GRAND RAPIDS, MI

yes

DAVID TIMOTHY DOPPEL

Chartered Financial Analyst

GRAND RAPIDS, MI

DANIEL PAUL MICHAUD

n/a

GRAND RAPIDS, MI

TYLER JAY BOSGRAAF

Chartered Financial Analyst

GRAND RAPIDS, MI

n/a

DANIEL JASON LUPO

Chartered Financial Analyst

GRAND RAPIDS, MI

n/a

Maria Kay Kuiper

Chartered Financial Analyst

GRAND RAPIDS, MI

Lukas Lindhout

n/a

GRAND RAPIDS, MI

n/a

LAUREN M BRENNAN

n/a

GRAND RAPIDS, MI

yes

Pedro Gomes

n/a

GRAND RAPIDS, MI

n/a

Heather Elve

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARVIDSON, KURT, MARVIN

LIMITED PARTNER

yes

01/2002

Mar 27, 2026

BOSGRAAF, TYLER, JAY

LIMITED PARTNER

yes

01/2023

Mar 27, 2026

DUTCHER, CHARLES, LOUIS

LIMITED PARTNER

yes

07/2014

Mar 27, 2026

HODGE, DAVID, STEVEN

CHIEF COMPLIANCE OFFICER/LIMITED PARTNER

yes

01/2020

Mar 27, 2026

LUPO, DANIEL, JASON

LIMITED PARTNER

yes

01/2019

Mar 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$2.7B

n/a

2024

Mar 24, 2025

$2.5B

n/a

2023

Mar 25, 2024

$2.4B

n/a

2022

Mar 27, 2023

$2.0B

n/a

2021

Mar 25, 2022

$2.3B

n/a

2020

Mar 23, 2021

$2.0B

n/a

2019

Mar 27, 2020

$1.7B

n/a

2018

Mar 26, 2019

$1.4B

n/a

2017

Mar 29, 2018

$1.4B

n/a

2016

Mar 18, 2017

$1.2B

n/a

2015

Mar 25, 2016

$1.2B

n/a

2014

Mar 4, 2015

$1.1B

n/a

2013

Feb 3, 2014

$1.1B

n/a

2012

Feb 5, 2013

$952M

n/a

2011

Feb 3, 2012

$879M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.7B

$2.5B

6.6%

$2.0B

10.5%