DFX Intelligence

C•• F•••••••• P•••••••• 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•• F•••••••• P•••••••• I•••

C•••••••• TAX SERVICE, INC., CRD 110960

CHICAGO, IL

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Data as of Dec 23, 2025 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2011 to Dec 23, 2025
28 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 managerderived••• Locked
Regulatory AUM: $314M••• Locked
Discretionary RAUM: $314M
Private client RAUM: $314Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $78.5Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••••• A•••••• M•••••	Certified Financial Planner	CHICAGO, IL	28	41	n/a	no
T••• W•••• M•••	Certified Financial Planner	Westlake Village, CA \| CHICAGO, IL	28	45

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••• C••••••• A••••••	EXECUTIVE VICE PRESIDENT / CHIEF COMPLIANCE OFFICER	C	yes	10/1984	Dec 23, 2011	Dec 20, 2024
M•••• C••••••••• T•••	VICE PRESIDENT AND CHIEF INVESTMENT OFFICER	B	yes	10/2013	Dec 23, 2011	Dec 20, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

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

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
2024	$314M	$274M	14.5%	$308M	0.6%	9	8	1	0

Relationships

Registered with (4)

← J••••••• C•••• M•••Advisorregistration: current employment
Jun 23, 2015 to presentfactForm ADV
← C••••••••• T••• M•••Advisorregistration: previous registration
Feb 14, 2007 to Nov 30, 2012factForm ADV
← C•••••• A•••••• M•••••Advisorregistration: current employment
Jan 12, 1998 to presentfactForm ADV
← T••• W•••• M•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 23, 2011
Last observed: Dec 23, 2025 9 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.

All 14 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Dec 15, 2014	$241M	$241M	6	3	n/a	n/a	n/a
2013	Dec 20, 2013	$221M	$221M	6	3	n/a	n/a	n/a
2012	Dec 14, 2012	$212M	$212M	5	2	n/a	n/a	n/a
2011	Dec 23, 2011	$196M	$196M	n/a	n/a	n/a	n/a	n/a