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M•••••• C•••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

M•••••• C•••••• M••••••••• L••

CRD 292664

CHARLOTTESVILLE, VA

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Search this name across graphsid dfx:ria:7d7e6bc6-72ab-636a-9c73-125832e19f3a

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Apr 6, 2018 to Aug 7, 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: other adviserderivedprivate_client_share=0.17 fund_share=0.04 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $370M••• Locked
Discretionary RAUM: $79.4M
Private client RAUM: $61.9Mderived••• Locked
Private client share: 17%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $185Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• A••••• M•••••••••	Chartered Financial Analyst	CHARLOTTESVILLE, VA	8	31	1	no
C••• J••••• S•••••	n/a	CHARLOTTESVILLE, VA	2	16

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• P••••••• F•••• L•	Hedge Fund	$8.4M	Apr 22, 2024	23	Apr 6, 2018	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••••• M•••• A•••••	MANAGING PARTNER / CHIEF INVESTMENT OFFICER	Na	yes	01/2018	Apr 6, 2018	Apr 22, 2024
S•••••• C•••• J•••••	CHIEF COMPLIANCE OFFICER/COO	Na	yes	04/2024	Apr 17, 2024	Apr 22, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••••• C•••••• G•• L••	n/a	n/a	n/a	Y	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	$370M	$359M	3.3%	$637M	-16.5%	3	3	0	0

Relationships

Registered with (3)

← C••• J••••• S•••••Advisorregistration: current employment
Jul 5, 2024 to presentfactForm ADV
← M••• A••••• M•••••••••Advisorregistration: current employment
Aug 28, 2018 to presentfactForm ADV
← Tyler L Van SelowAdvisorregistration: previous registration
Aug 28, 2018 to Feb 28, 2022factForm ADV

Advises (1)

Dated events

Occurred
Mar 13, 2025
Regulatory AUM changed
M•••••• C•••••• M••••••••• L•• reported RAUM $358.8M, down 31% from $516.6M (2025-01-02 to 2025-03-13)
Form ADVobserved 7 days ago
$-158M
Occurred
Apr 17, 2024
Control person joined
J••••• C••• S••••• (Chief Compliance Officer/Coo) appeared on Schedule A of M•••••• C•••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Apr 17, 2024
Control person left
Wilfred Glenn Rust (Managing Partner) no longer on Schedule A of M•••••• C•••••• M••••••••• L•• (listed 2024-03-07, absent 2024-04-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d7e6bc6-72ab-636a-9c73-125832e19f3a
First observed: Apr 6, 2018
Last observed: Aug 7, 2026 46 days 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.