DFX Intelligence

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

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

D• F•••••••••

D.B. F••••••••• & CO., INC., CRD 105671

BOISE, ID

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Search this name across graphsid dfx:ria:6ed4b363-0ed5-c28b-998c-4259e9641196

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 29, 2012 to Mar 25, 2026
38 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: mixed wealth managerderivedprivate_client_share=0.22 fund_share=0.0 institutional_share=0.55 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $487M••• Locked
Discretionary RAUM: $482M
Private client RAUM: $109Mderived••• Locked
Private client share: 22%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $487Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B•••••• C•••• F•••••••••	Chartered Financial Analyst	BOISE, ID	12	24	n/a	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••••••• B••••••• C••••	CHIEF EXECUTIVE OFFICER/PRINCIPAL	C	yes	07/2019	Feb 29, 2012	Apr 15, 2024
F••••••••• D•••••• B••••••	Principal	D	yes	07/1984	Feb 29, 2012	Apr 15, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$487M	$484M	0.6%	$442M	3.3%	10	10	0	0

Relationships

Registered with (3)

← B•••••• C•••• F•••••••••Advisorregistration: current employment
Oct 7, 2013 to presentfactForm ADV
← C••• B••• B•••••Advisorregistration: previous registration
Feb 23, 2007 to May 10, 2013factForm ADV
← K•••• A••• J••••Advisorregistration: previous registration
Nov 16, 2006 to Nov 14, 2008factForm ADV

Controls (2)

Dated events

Occurred
Mar 29, 2021
Control person left
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ed4b363-0ed5-c28b-998c-4259e9641196
First observed: Feb 29, 2012
Last observed: Mar 25, 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.