DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B••••• F••••••••• I•••

CRD 291307

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Search this name across graphsid dfx:ria:6af3103a-7636-2d8f-c847-57098e1f05cc

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2022 to Mar 12, 2026
28 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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $262M••• Locked
Discretionary RAUM: $262M
Private client RAUM: $253Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $52.5Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••••• J•••• H•••••••••	n/a	INDIANAPOLIS, IN	8	18	1	no
R•••••• J•••• H•••••••••	Chartered Financial Consultant	Teutopolis, IL	8	47

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••••••• A•••••• J••••	CHIEF COMPLIANCE OFFICER/PRESIDENT	E	yes	11/2017	Jan 18, 2022	Dec 4, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Teutopolis	IL	United States	3	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 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	0

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	$262M	$201M	30.6%	$135M	24.7%	6	3	1	1

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P•••• S••••••••• L••	2	Jan 9, 2018	Jan 11, 2018	INDIANAPOLIS, IN	Team lift out	Ibd to RIA	0.2%

Relationships

Registered with (5)

← J•••• S•••• B••••••Advisorregistration: current employment
May 30, 2025 to presentfactForm ADV
← J••••••• M•••• K••••••••Advisorregistration: current employment
Dec 11, 2019 to presentfactForm ADV
← R•••••• J•••• H•••••••••Advisorregistration: current employment
Jan 11, 2018 to presentfactForm ADV
← L••• E••••• D•••••••

Dated events

Occurred
Jan 18, 2022
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6af3103a-7636-2d8f-c847-57098e1f05cc
First observed: Jan 18, 2022
Last observed: Mar 12, 2026 6 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.