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G••••••••• A•••••••, LLC, CRD 149624
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| C••• M•••••• B••••• | Chartered Financial Analyst | DALLAS, TX | 17 | 25 | n/a | yes |
| D•••••• W•••• | Certified Financial Planner | DALLAS, TX | 16 | 25 | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• C•••• M•••••• | President | Na | yes | 12/2016 | Aug 11, 2026 | Aug 11, 2026 |
| G••••••••• A••••••• | MANAGER AND MEMBER | E | yes | 02/2019 | Aug 11, 2026 | Aug 11, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| G••••••••• C•••••• M••••••••• L•• | n/a | Asset manager | $36B | N | yes | n/a |
| G••••••••• A••••• S••••••• | n/a | n/a | n/a | N | yes | n/a |
| G••••••••• F•••••••• R•••••••• O• T•• S••••••• B•••••• C••••••••• |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 7 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.6B | 22.9% | $992M | 25.4% | 34 | 31 | 0 | 0 |
| yes |
| A••••• M•• M•••••• | Certified Financial Planner | DALLAS, TX | 16 | 20 | n/a | yes |
| J••••• W•••• B•••• | Certified Financial Planner | DALLAS, TX | 15 | 18 | n/a | yes |
| G••• P•••••• C•••• | Certified Financial Planner | DALLAS, TX | 13 | 24 | 1 | yes |
| K••• R••••• P•••••• | Certified Financial Planner | DALLAS, TX | 12 | 16 | n/a | yes |
| T••••• L•• F••••• | Certified Financial Planner | DALLAS, TX | 10 | 13 | n/a | yes |
| K••• V••••• W•••••• | Certified Financial Planner | DALLAS, TX | 9 | 10 | n/a | yes |
| J•••••• E••••• R••••••• | Certified Financial Planner|Chartered Financial Consultant | DALLAS, TX | 8 | 29 | 2 | yes |
| K••••••• A•• A•••••• | n/a | DALLAS, TX | 7 | 28 | 2 | yes |
| A••••• H•• C••••••• | Certified Financial Planner | DALLAS, TX | 5 | 19 | 5 | yes |
| J•••••• S•••• W••••••• | Certified Financial Planner | DALLAS, TX | 5 | 12 | n/a | yes |
| R••• J•••• M••••• | n/a | DALLAS, TX | 4 | 11 | 1 | yes |
| W•••••• G••••• C••••••• | Certified Financial Planner | DALLAS, TX | 3 | 11 | n/a | yes |
| S•••••••• J••• M••••• | n/a | DALLAS, TX | 2 | 12 | 2 | yes |
| M•••••• E••••• G•••••• | Certified Financial Planner|Chartered Financial Consultant | DALLAS, TX | 2 | 19 | 4 | yes |
| B•••• C••••••••• D•••• | n/a | DALLAS, TX | 2 | 12 | n/a | yes |
| E•••• N••••• S••••••• | Certified Financial Planner | DALLAS, TX | 2 | 11 | 1 | yes |
| R••••• J••••• W••••••• | n/a | DALLAS, TX | 1 | 11 | n/a | yes |
| C••••••• R••••• B•••• | Certified Financial Planner | DALLAS, TX | 1 | 12 | 3 | yes |
| N••••• R•••• W••••••• | n/a | DALLAS, TX | 1 | 13 | 4 | yes |
| J••• M•••••• H••••• | n/a | DALLAS, TX | 0 | 11 | n/a | yes |
| E••• G•••• C••••••• | n/a | DALLAS, TX | 0 | 11 | n/a | yes |
| A••••• D••• | n/a | DALLAS, TX | 0 | 10 | 1 | yes |
| I•••• D••• M•••••• | n/a | DALLAS, TX | 0 | 10 | 1 | yes |
| Shareholder |
| E |
| yes |
| 04/2014 |
| Dec 23, 2011 |
| May 30, 2024 |
| G••••••••• F•••••••• R•••••••• O• T•• S••••••• B•••••• C••••••••• | Member | E | yes | 06/2008 | Dec 23, 2011 | May 30, 2024 |
| S••••••• B•••••• C••••••••• | Member | E | yes | 08/1999 | Dec 23, 2011 | May 30, 2024 |
| C•••• R•••••• S•••• | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND SECRETARY | Na | no | 08/2017 | Aug 11, 2026 | Aug 11, 2026 |
| G••••••••• R••••••• M••••••••• I••• | Member | B | no | 02/2019 | Aug 11, 2026 | Aug 11, 2026 |
| H•••••• J•••••• L••••• | Treasurer | Na | no | 08/2016 | Aug 11, 2026 | Aug 11, 2026 |
| n/a |
| n/a |
| n/a |
| Y |
| no |
| TX |
| G••••••••• F•••••••• S••••••• | n/a | n/a | n/a | N | yes | n/a |
| G••••••••• I••••••••• S••••••• | n/a | n/a | n/a | N | yes | n/a |
| G••••••••• R••• M•••••••• C•• | n/a | n/a | n/a | N | yes | n/a |
| $2.0B |
| $2.0B |
| 34 |
| 24 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 28, 2025 | $1.6B | $1.6B | 31 | 21 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.3B | $1.3B | 26 | 17 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $992M | $992M | 26 | 17 | 0 | n/a | n/a |
| 2021 | Mar 16, 2022 | $978M | $978M | 23 | 16 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $663M | $663M | 17 | 13 | 0 | n/a | n/a |
| 2019 | Jan 24, 2020 | $313M | $313M | 16 | 12 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $105M | $105M | 18 | 14 | 0 | n/a | n/a |
| 2017 | Dec 21, 2017 | n/a | n/a | 16 | 13 | 0 | n/a | n/a |
| 2016 | Dec 27, 2016 | $9.4M | $1.4M | 18 | 14 | n/a | n/a | n/a |
| 2015 | Jan 4, 2016 | $9.0M | $1.7M | 19 | 15 | n/a | n/a | n/a |
| 2014 | Jan 2, 2015 | $7.7M | $0 | 21 | 17 | n/a | n/a | n/a |
| 2013 | Oct 31, 2013 | n/a | n/a | 19 | 15 | n/a | n/a | n/a |
| 2012 | Jan 2, 2013 | n/a | n/a | 18 | 14 | n/a | n/a | n/a |
| 2011 | Dec 23, 2011 | n/a | n/a | n/a | n/a | n/a | n/a | n/a |