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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

C•• A•••• M••••••••• I•••

CRD 123609

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:81fd43c6-f5e1-aed2-1f07-2555672a6ccd

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 46
Dated events: 6
On other graphs: 2
Observed: Mar 3, 2012 to Mar 26, 2026
31 observations

Across DFX

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

Private Equityidentity

C•• A•••• M••••••••• I•••

Private equity manager · shared crd

Independent Sponsorsidentity

C•• A•••• M••••••••• I•••

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.81 fund_share=0.02 institutional_share=0.16 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $192MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $188M
Private client RAUM: $156MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor

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
O•••• R••••• M••••••	n/a	SOUTHFIELD, MI	0	32	1	yes
R••••• C•••• B•••••	n/a	SOUTHFIELD, MI	0	11

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
M•••••• B••••••• P••• I••••••••• L••	Other Private Fund	$7.7M	Apr 3, 2023	20	Mar 3, 2012	dropped	021-165226
C•• C••• L•	Hedge Fund	$343,326

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
C•••••• K••••••• G•••••	CHIEF COMPLIANCE OFFICER	Na	yes	12/2013	Mar 27, 2014	Dec 26, 2024
C•• C•••••• A••••••• •••••••• C•• C•••••	Owner	E	yes	10/2007	Mar 28, 2016

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
C•• R••• M••••••••• I•••	n/a	n/a	n/a	Y	yes	n/a
C•• S••••••••• I•••	n/a	n/a	n/a	Y	yes	n/a

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 15 of 16

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

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	2	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	$192M	$137M	40.4%	$180M	2.2%	8	5	0	0

Relationships

Registered with (33)

← K•••••• G••••• C•••••Advisorregistration: previous registration
Nov 7, 2013 to Dec 31, 2025factForm ADV
← N••••••• R•• R•••••Advisorregistration: previous registration
Oct 8, 2024 to Dec 31, 2025factForm ADV
← R••••• C•••• B•••••Advisorregistration: previous registration
Sep 30, 2025 to Dec 31, 2025factForm ADV
← O•••• R••••• M••••••

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Brian J Lasher left C•• A•••• M••••••••• I••• for Euclid Harding, Llc (registered 2025-08-28)
Form ADVobserved 6 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Eldin Foco left C•• A•••• M••••••••• I••• for Sterling Advisory Group Llc (registered 2023-11-10)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2023
Advisor changed firm
Martin John Swiecki left C•• A•••• M••••••••• I••• for Stratos Wealth Partners, Ltd (registered 2023-02-14)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81fd43c6-f5e1-aed2-1f07-2555672a6ccd
First observed: Mar 3, 2012
Last observed: Mar 26, 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.

2025	Mar 26, 2026	$192M	$188M	8	5	0	1	n/a
2024	Apr 1, 2025	$137M	$133M	5	4	0	3	n/a
2023	Mar 29, 2024	$135M	$134M	5	4	0	2	$0
2022	Apr 3, 2023	$180M	$174M	6	5	0	3	$9.3M
2021	Mar 30, 2022	$209M	$204M	9	5	0	3	$10.5M
2020	May 5, 2021	$189M	$184M	8	5	0	3	$10.5M
2019	Apr 2, 2020	$166M	$165M	11	6	0	3	$4.8M
2018	Apr 1, 2019	$154M	$150M	14	7	1	3	$6.8M
2017	Mar 29, 2018	$170M	$167M	14	7	1	3	$10.4M
2016	Mar 30, 2017	$170M	$166M	13	6	n/a	3	$9.6M
2015	Mar 28, 2016	$207M	$187M	15	7	n/a	3	$20.1M
2014	Mar 31, 2015	$230M	$210M	15	6	n/a	3	$18.7M
2013	Mar 27, 2014	$200M	$170M	15	8	n/a	4	$19.2M
2012	Mar 28, 2013	$184M	$166M	24	8	n/a	5	$27.6M
2011	Mar 29, 2012	$167M	$152M	n/a	n/a	n/a	5	$17.6M