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CRD 312554
NOVI, MI
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 |
|---|---|---|---|---|---|---|
| CHARLES LOUIS NEMES | Certified Financial Planner | NOVI, MI | 5 | 39 | 2 | yes |
| BRIAN LOUIS NEMES | Certified Financial Planner | NOVI, MI | 5 | 16 | 1 | yes |
| Christopher Charles Nemes | n/a | NOVI, MI | 5 | 12 | 1 | yes |
| MICHAEL P NEMES | Certified Financial Planner | NOVI, MI | 5 | 11 | n/a | yes |
| ANDREW CHARLES NEMES | n/a | NOVI, MI | 3 | 13 | n/a | yes |
| COLLEEN ELIZABETH NEMES | n/a | NOVI, MI | 2 | 10 | n/a | no |
| TIMOTHY PATRICK RUSH | n/a | NOVI, MI | 1 | 36 | 2 | yes |
| TANNAR MARTINES | n/a | NOVI, MI | 0 | 12 | n/a | no |
| LOGAN SCHMITT | n/a | NOVI, MI | 0 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| NEMES, BRIAN, LOUIS | Member | B | yes | 04/2021 | Mar 25, 2026 | Mar 25, 2026 |
| Nemes, Christopher, Charles | CHIEF FINANCIAL OFFICER/MEMBER | B | yes | 04/2021 | Mar 25, 2026 | Mar 25, 2026 |
| NEMES, CHARLES, LOUIS | MANAGING MEMBER | C | yes | 04/2021 | May 5, 2021 | Jul 24, 2024 |
| RUSH, TIMOTHY, PATRICK | CHIEF INVESTMENT OFFICER/MEMBER | C | yes | 04/2021 | May 5, 2021 | Jul 24, 2024 |
| MILLAR, DAVID, RUSSELL | CHIEF COMPLIANCE OFFICER | Na | no | 06/2024 | Mar 25, 2026 | Mar 25, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $1.6B | $1.6B | 17 | 7 | 0 | n/a | n/a |
| 2024 | Apr 30, 2025 | $1.4B | $1.4B | 13 | 7 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.1B | $1.1B | 12 | 7 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $914M | $914M | 8 | 6 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.0B | $1.0B | 9 | 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 | $1.6B | $1.4B | 17.8% | $914M | 21.0% | 17 | 13 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 4 | May 4, 2021 | Jan 1, 2025 | NOVI, MI | Team lift out | Ibd to new firm | 0.1% |