DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

G••••• W••••• A•••••••

G••••• ADVISORS INC., CRD 282409

MIAMI, FL

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:70fbe11b-5096-3d28-c3c3-a9e798b53796

Data as of Mar 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 9
On other graphs: 0
Observed: Sep 19, 2023 to Mar 22, 2026
21 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=0.95 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $406M••• Locked
Discretionary RAUM: $406M
Private client RAUM: $384Mderived••• Locked
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $29.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• C••••••••	n/a	MIAMI, FL	3	10	n/a	no
M••••• A• C••••••••	n/a	MIAMI, FL	3	18

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G•••••• F•••••• A••••••••	PASSIVE OWNER/CHIEF OF OPERATIONS	C	yes	06/2015	Sep 19, 2023	Oct 24, 2024
G•••••• M••••• R•••	PASSIVE OWNER	C	yes	06/2015	Sep 19, 2023	Oct 24, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 22, 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
3	2	1	14.3%	2	1	0	7	4

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	$406M	$260M	56.2%	n/a	n/a	12	11	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••••• G••••• M•••••• I•••	2	Apr 10, 2024	May 4, 2024	MIAMI, FL	Team lift out	Ibd to RIA	0.1%

Relationships

Registered with (17)

← P•••••• T••••• B•••••Advisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← L••••••• G••••••Advisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV
← M•• P••• P•••Advisorregistration: current employment
Jun 19, 2026 to presentfactForm ADV
← L••• E•••••• D•••••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 27, 2026
Advisor changed firm
Mark A Barefield left G••••• W••••• A••••••• for Edward Jones (registered 2026-08-28)
Form ADVobserved 7 days ago
Occurred
Mar 22, 2026
Regulatory AUM changed
G••••• W••••• A••••••• reported RAUM $406.2M, up 56% from $260.0M (2025-10-19 to 2026-03-22)
Form ADVobserved 7 days ago
$146M
Occurred
May 20, 2025
Advisor changed firm
Jonatan I Alvarez left G••••• W••••• A••••••• for Truist Advisory Services, Inc. (registered 2025-12-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70fbe11b-5096-3d28-c3c3-a9e798b53796
First observed: Sep 19, 2023
Last observed: Mar 22, 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.