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G••••• I••••••••• A••••••• LLC, CRD 310305
MCDONOUGH, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-08-10 (filing); first seen by DFX 2026-09-22.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| R••••• F•••• | n/a | Suwanee, GA | MCDONOUGH, GA | 2 | 10 | n/a | yes |
| D•••• R•• S••••• | Chartered Financial Consultant | Columbus, GA | MCDONOUGH, GA | 0 | 44 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A••••••• G••••• W••••• S•••••••• I••• | Owner | E | yes | 11/2022 | Sep 11, 2024 | Dec 13, 2024 |
| F•••• H•••••• W•••••• | President | Na | yes | 08/2024 | Sep 11, 2024 | Dec 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C••• I••••••••• A•••••••• I••• | n/a | Independent wealth | $474M | N | yes | n/a |
| A••••••• G••••• W••••• M••••••••• I••• | n/a | n/a | n/a | N | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 27, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 4 | 0 | 57.1% | 1 | 3 | 0 | 8 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $71.8M | $21.5M | 234.3% | n/a | n/a | 9 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| A••••• • O•• W••••• A•••••••• L•• | 2 | Aug 10, 2026 | Jun 26, 2026 | MCDONOUGH, GA | Team lift out | RIA to new firm | 22.2% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••• I••••••••• A•••••••• I••• | 2 | Apr 2, 2026 | Mar 20, 2026 | CUMMING, GA | Team lift out | RIA to RIA | 6.5% |
| no |
| E••••• R•••• B••••• | n/a | Cumming, GA | MCDONOUGH, GA | 0 | 32 | 5 | yes |
| CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 10/2024 |
| Oct 17, 2024 |
| Dec 13, 2024 |
| R•••••••• A•••••• P•••••• | VICE PRESIDENT | Na | yes | 03/2024 | Sep 11, 2024 | Dec 13, 2024 |
| W•••• J••••• R•••••• | Ceo | E | yes | 07/2018 | Sep 11, 2024 | Dec 13, 2024 |
| C••• I•••••••• S••••••••• I••• | n/a | n/a | n/a | N | yes | n/a |
| C••• S••••••••• I••• | n/a | n/a | n/a | N | yes | n/a |
| F•••• A•••• F•••••••• I••• | n/a | n/a | n/a | N | yes | n/a |
| W••• S••••• C•••••• C••••••••• | n/a | n/a | n/a | N | yes | n/a |
| $71.8M |
| $71.8M |
| 9 |
| 5 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 14, 2025 | $21.5M | $21.5M | 4 | 3 | 0 | n/a | n/a |