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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$303MItem 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

$303M

Private client RAUM

$299MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$151Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

359

Individual clients

37

High net worth clients

51

SEC number

801-123588

CIK

1910387

CRD

317333

Filings on the tape

10

First filed

Mar 1, 2022

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, NH

Website

unconventionalinvestor.com

• Occurred

  Mar 1, 2022
  Succession filed (Item 4)

  Unconventional Investor, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 4 days ago
• Occurred

  Mar 1, 2022
  First Form ADV filing

  Unconventional Investor, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6f0240e8-de87-2c9d-4e4a-5107970ddc3a

First observed

Mar 1, 2022

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.