DFX Intelligence

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

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

B•••••• F•••••••• G•••• L••

CRD 291252

RICHMOND, VA

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Search this name across graphsid dfx:ria:7cc1154f-b684-5693-cc50-27cda22d4230

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Apr 6, 2018 to Jan 28, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

B•••••• F•••••••• G•••• L••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $529M••• Locked
Discretionary RAUM: $205M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $265Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G••••• R•••••• B•••••••	n/a	RICHMOND, VA	5	33	3	no
A•••••••• C••••• P•••	n/a	RICHMOND, VA	5	20

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• G•••••• R••••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER	E	yes	04/1998	Apr 6, 2018	Jan 19, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S•••••••• A••••••• L••	n/a	n/a	n/a	N	yes	n/a
S•••••••• I•••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$529M	$467M	13.5%	$380M	11.7%	2	2	0	0

Relationships

Registered with (2)

← A•••••••• C••••• P•••Advisorregistration: current employment
Apr 15, 2021 to presentfactForm ADV
← G••••• R•••••• B•••••••Advisorregistration: current employment
Nov 18, 2020 to presentfactForm ADV

Controls (1)

← B•••••••• G•••••• R••••••OwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Apr 6, 2018 to Jan 19, 2024factForm ADV

Dated events

Occurred
Mar 30, 2020
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-187M
Occurred
Apr 6, 2018
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7cc1154f-b684-5693-cc50-27cda22d4230
First observed: Apr 6, 2018
Last observed: Jan 28, 2026 7 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.