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CRD 317193
JACKSONVILLE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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 |
|---|---|---|---|---|---|---|
| KENNETH RYAN KREY | Personal Financial Specialist | JACKSONVILLE, FL | 4 | 12 | 1 | no |
| Isaac Jacob Brohinsky | Personal Financial Specialist | JACKSONVILLE, FL | 4 | 13 | 1 | no |
| Donald Leland Drummond | Personal Financial Specialist | JACKSONVILLE, FL | 4 | 14 | n/a | no |
| John W Giehrl | Personal Financial Specialist | JACKSONVILLE, FL | 3 | 19 | 2 | no |
| Joel Clayton Chamberlain | Personal Financial Specialist | JACKSONVILLE, FL | 1 | 12 | 1 | no |
| Austin Wells Franks | n/a | JACKSONVILLE, FL | 0 | 12 | n/a | no |
| Joe Delbert Baker | n/a | JACKSONVILLE, FL | 0 | 20 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Brohinsky, Isaac, Jacob | PRESIDENT, CCO, MANAGING MEMBER | C | yes | 09/2021 | Mar 25, 2023 | Mar 27, 2024 |
| Chamberlain, Joel, Clayton | SECRETARY, TREASURER, MANAGING MEMBER | C | yes | 09/2021 | Mar 25, 2023 | Mar 27, 2024 |
| KREY, KENNETH, RYAN | VICE PRESIDENT, MANAGING MEMBER | C | yes | 09/2021 | Mar 25, 2023 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FINANCIAL SOLUTION ADVISORS CPA, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 30, 2026 | $190M | $190M | 8 | 8 | 1 | n/a | n/a |
| 2024 | Mar 25, 2025 | $161M | $161M | 5 | 5 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $136M | $136M | 6 | 6 | 0 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $190M | $161M | 17.8% | n/a | n/a | 8 | 5 | 1 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | 2 | Oct 4, 2022 | Apr 7, 2022 | JACKSONVILLE, FL | Team lift out | RIA to RIA | 50.0% |
| GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | 2 | Aug 15, 2022 | Jan 1, 2025 | JACKSONVILLE, FL | Team lift out | RIA to RIA | 33.3% |