DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

F••••••• F••• M••••••••• L•

CRD 331871

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:87e939bf-2524-b4e6-fcd3-f80f10b8f2e3

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2026 to Apr 17, 2026
1 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $27.3M••• Locked
Discretionary RAUM: $27.3M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$27.3M	$27.3M	2	2	0	3	n/a

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	$27.3M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 1, 2026
F••••••• F••• M••••••••• L• no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $27.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87e939bf-2524-b4e6-fcd3-f80f10b8f2e3
First observed: Apr 17, 2026
Last observed: Apr 17, 2026 5 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.