DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

A•••• A••••••••

A•••• CAPITAL, INC., CRD 131416

TYRONE, GA

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Search this name across graphsid dfx:ria:89b657c4-734c-a825-637f-736bcc2843f8

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 28, 2012 to Feb 26, 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: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $242M••• Locked
Discretionary RAUM: $215M
Private client RAUM: $215Mderived••• Locked
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $80.7Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S••••• J• S•••••••	Chartered Financial Analyst	TYRONE, GA	22	23	1	no
K•••••• D• V•••	n/a	Atlanta, GA	9	11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S•••••••• S•••••• J•	President	E	yes	08/2002	Jan 28, 2012	Aug 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J••••••• R•••••••••	n/a	n/a	n/a	N	no	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	$242M	$211M	14.7%	$195M	7.4%	5	4	0	0

Relationships

Registered with (4)

← M••• S•••••• D••••Advisorregistration: current employment
Aug 30, 2024 to presentfactForm ADV
← K•••••• D• V•••Advisorregistration: current employment
Oct 31, 2016 to presentfactForm ADV
← S••••• J• S•••••••Advisorregistration: current employment
May 11, 2004 to presentfactForm ADV
← JONATHAN MENDEL GILLETT

Dated events

Occurred
Jul 31, 2023
Advisor changed firm
Jonathan Mendel Gillett left A•••• A•••••••• for Wilco Financial, Llc (registered 2024-01-05)
Form ADVobserved 7 days ago
Occurred
Apr 26, 2018
First Form ADV filing
A•••• A•••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89b657c4-734c-a825-637f-736bcc2843f8
First observed: Jan 28, 2012
Last observed: Feb 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.