DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

APEIRON

APEIRON RIA LLC, CRD 289273

DALLAS, TX

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:78cc08f8-e630-63d2-c657-1930242c2887

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Jul 6, 2017 to May 26, 2026
53 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=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $852MItem 5.F on the latest filing (2026-05-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $807M
Private client RAUM: $807MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $77.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 11
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,387
Individual clients: 652
High net worth clients: 526
SEC number: 801-110974
CRD: 289273
Filings on the tape: 53
First filed: Jul 6, 2017
Latest filed: May 26, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KYLE DOUGLAS WALTERS	Certified Financial Planner	DALLAS, TX	9	23	2	no
ADAM PATRICK KELLER	Certified Financial Planner	DALLAS, TX	9	21	2	no
SCOTT DALE HAMMEL	Certified Financial Planner	DALLAS, TX	9	19	2	no
JAMES MICHAEL MARSDEN	Certified Financial Planner	DALLAS, TX	9	18	2	no
PHILIP BENSON ATHEY	Certified Financial Planner	DALLAS, TX	9	22	2	no
BRANDON JAMISON GIBSON	Certified Financial Planner	DALLAS, TX	4	23	3	no
Katie Renee BOSLER	n/a	DALLAS, TX	3	13	3	no
Ryan Shea	Certified Financial Planner	DALLAS, TX	2	15	3	no
Colton Marley Richards	Certified Financial Planner	DALLAS, TX	1	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HAMMEL, SCOTT, DALE	Member	E	yes	11/2020	Jun 16, 2020	Nov 4, 2024
JMARS FINANCIAL, LLC	Owner	D	yes	11/2020	Dec 15, 2020	Nov 4, 2024
MARSDEN, JAMES, MICHAEL	Member	E	yes	11/2020	Apr 26, 2019	Nov 4, 2024
MARSDEN, JAMES, MICHAEL	OWNER & CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	Apr 26, 2019	Nov 4, 2024
THE HAMMEL GROUP, INC	Owner	D	yes	11/2020	Dec 15, 2020	Nov 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
L & H CPAS AND ADVISORS LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Richardson	TX	United States	2	no
WALNUT CREEK	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$852M	$807M	17	11	2	n/a	n/a
2024	Mar 21, 2025	$730M	$691M	16	11	2	n/a	n/a
2023	Mar 18, 2024	$695M	$650M	15	10	2	n/a	n/a
2022	Mar 16, 2023	$643M	$603M	14	9	2	n/a	n/a
2021	Feb 17, 2022	$605M	$563M	14	9	2	n/a	n/a
2020	Jan 26, 2021	$364M	$364M	15	8	1	n/a	n/a
2019	Mar 20, 2020	$294M	$294M	18	8	1	n/a	n/a
2018	Apr 1, 2019	$283M	$257M	18	9	0	n/a	n/a
2017	Mar 30, 2018	$242M	$214M	9	8	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$852M	$730M	16.7%	$643M	9.8%	17	16	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WFG ADVISORS, LP	6	Sep 20, 2017	Aug 31, 2017	DALLAS, TX	Firm absorbed	Other	54.5%

Relationships

Registered with (13)

← JAMES RICHARD CROCKERAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← Colton Marley RichardsAdvisorregistration: current employment
Oct 30, 2024 to presentfactForm ADV
← Ryan SheaAdvisorregistration: current employment
Oct 13, 2023 to presentfactForm ADV
← Katie Renee BOSLERAdvisorregistration: current employment
Nov 29, 2022 to presentfactForm ADV
← BRANDON JAMISON GIBSONAdvisorregistration: current employment
Apr 6, 2022 to presentfactForm ADV
← DAVID RYAN DROPPOAdvisorregistration: previous registration
Sep 1, 2017 to Dec 31, 2018factForm ADV
← PHILIP BENSON ATHEYAdvisorregistration: current employment
Aug 7, 2017 to presentfactForm ADV
← KYLE DOUGLAS WALTERSAdvisorregistration: current employment
Aug 4, 2017 to presentfactForm ADV
← ADAM PATRICK KELLERAdvisorregistration: current employment
Aug 4, 2017 to presentfactForm ADV
← SCOTT DALE HAMMELAdvisorregistration: current employment
Aug 4, 2017 to presentfactForm ADV
← JAMES MICHAEL MARSDENAdvisorregistration: current employment
Aug 4, 2017 to presentfactForm ADV
← CAMERON PIERCE RESSETARAdvisorregistration: previous registration
Dec 6, 2018 to May 8, 2025factForm ADV
← GREGORY VINCENT MANGELSDORFAdvisorregistration: previous registration
Aug 31, 2017 to Oct 3, 2019factForm ADV

Controls (4)

← HAMMEL, SCOTT, DALEOwnerMEMBER, ownership code E, individual
Jun 16, 2020 to Nov 4, 2024factForm ADV
← MARSDEN, JAMES, MICHAELOwnerMEMBER, ownership code E, individual
Apr 26, 2019 to Nov 4, 2024factForm ADV
← JMARS FINANCIAL, LLCOwnerOWNER, ownership code D, domestic entity
Dec 15, 2020 to Nov 4, 2024factForm ADV
← THE HAMMEL GROUP, INCOwnerOWNER, ownership code D, domestic entity
Dec 15, 2020 to Nov 4, 2024factForm ADV

Moved with (1)

← WFG ADVISORS, LPRegistered adviser6 advisors, firm absorbed
Sep 20, 2017 to Aug 31, 2017factForm ADV

Dated events

Occurred
May 8, 2025
Advisor changed firm
Cameron Pierce Ressetar left Apeiron for Steadtrust (registered 2025-04-24)
Form ADVobserved 5 days ago
Occurred
Dec 7, 2021
Regulatory AUM changed
Apeiron reported RAUM $555.0M, up 52% from $364.0M (2021-10-18 to 2021-12-07)
Form ADVobserved 5 days ago
$191M
Occurred
Jun 16, 2020
Control person joined
Dale Scott Hammel (Owner) appeared on Schedule A of Apeiron
Form ADVobserved 5 days ago
Occurred
Jun 16, 2020
Control person left
Douglas Kyle Walters (Managing Member) no longer on Schedule A of Apeiron (listed 2020-03-20, absent 2020-06-16)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2019
Control person left
Nmn James Vasquez (Chief Compliance Officer) no longer on Schedule A of Apeiron (listed 2019-04-01, absent 2019-04-26)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2019
Control person joined
Michael James Marsden (Chief Compliance Officer) appeared on Schedule A of Apeiron
Form ADVobserved 5 days ago
Occurred
Jul 6, 2017
First Form ADV filing
Atlas Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78cc08f8-e630-63d2-c657-1930242c2887
First observed: Jul 6, 2017
Last observed: May 26, 2026 3 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.

APEIRON

APEIRON RIA LLC, CRD 289273

DALLAS, TX

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:78cc08f8-e630-63d2-c657-1930242c2887

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KYLE DOUGLAS WALTERS

Certified Financial Planner

DALLAS, TX

ADAM PATRICK KELLER

Certified Financial Planner

DALLAS, TX

SCOTT DALE HAMMEL

Certified Financial Planner

DALLAS, TX

JAMES MICHAEL MARSDEN

Certified Financial Planner

DALLAS, TX

PHILIP BENSON ATHEY

Certified Financial Planner

DALLAS, TX

BRANDON JAMISON GIBSON

Certified Financial Planner

DALLAS, TX

Katie Renee BOSLER

n/a

DALLAS, TX

Ryan Shea

Certified Financial Planner

DALLAS, TX

Colton Marley Richards

Certified Financial Planner

DALLAS, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAMMEL, SCOTT, DALE

Member

yes

11/2020

Jun 16, 2020

Nov 4, 2024

JMARS FINANCIAL, LLC

Owner

yes

11/2020

Dec 15, 2020

Nov 4, 2024

MARSDEN, JAMES, MICHAEL

Member

yes

11/2020

Apr 26, 2019

Nov 4, 2024

MARSDEN, JAMES, MICHAEL

OWNER & CHIEF COMPLIANCE OFFICER

yes

04/2019

Apr 26, 2019

Nov 4, 2024

THE HAMMEL GROUP, INC

Owner

yes

11/2020

Dec 15, 2020

Nov 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

L & H CPAS AND ADVISORS LLC

n/a

City

State

Country

Employees

Also broker-dealer

Richardson

United States

WALNUT CREEK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$852M

$807M

n/a

2024

Mar 21, 2025

$730M

$691M

n/a

2023

Mar 18, 2024

$695M

$650M

n/a

2022

Mar 16, 2023

$643M

$603M

n/a

2021

Feb 17, 2022

$605M

$563M

n/a

2020

Jan 26, 2021

$364M

n/a

2019

Mar 20, 2020

$294M

n/a

2018

Apr 1, 2019

$283M

$257M

n/a

2017

Mar 30, 2018

$242M

$214M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$852M

$730M

16.7%

$643M

9.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WFG ADVISORS, LP

Sep 20, 2017

Aug 31, 2017

DALLAS, TX

Firm absorbed

Other

54.5%