DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

RESOLVED FINANCIAL

DIXON AND COMPANY WEALTH MANAGEMENT, LLC, CRD 169862

WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d5caf38-d4a9-f4e8-b65d-6cfebdbebafe

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 26, 2026 to Aug 26, 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $61.4MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $60.8M
Private client RAUM: $60.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 489
Individual clients: 219
High net worth clients: 25
CRD: 169862
Filings on the tape: 1
First filed: Aug 26, 2026
Latest filed: Aug 26, 2026
Organised: Limited Liability Company, NC
Website: anchor.fm

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TYLER JORDAN SCHWEIGERT	Certified Financial Planner	WINSTON SALEM, NC	8	15	n/a	no
Benjamin David SHAMBERGER	Certified Financial Planner	WINSTON SALEM, NC	7	13	4	yes
Zachariah B Baker	n/a	WINSTON SALEM, NC	3	11	n/a	no

Relationships

Registered with (5)

← Zachariah B BakerAdvisorregistration: current employment
Mar 21, 2023 to presentfactForm ADV
← Benjamin David SHAMBERGERAdvisorregistration: current employment
Mar 18, 2019 to presentfactForm ADV
← TYLER JORDAN SCHWEIGERTAdvisorregistration: current employment
Jan 12, 2018 to presentfactForm ADV
← KATHRYN PATRICIA HIGGINSAdvisorregistration: previous registration
Jan 21, 2016 to Feb 9, 2018factForm ADV
← DWAIN MICHAEL GULLIONAdvisorregistration: previous registration
Feb 24, 2015 to May 4, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d5caf38-d4a9-f4e8-b65d-6cfebdbebafe
First observed: Aug 26, 2026
Last observed: Aug 26, 2026 24 days 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.

RESOLVED FINANCIAL

DIXON AND COMPANY WEALTH MANAGEMENT, LLC, CRD 169862

WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d5caf38-d4a9-f4e8-b65d-6cfebdbebafe

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TYLER JORDAN SCHWEIGERT

Certified Financial Planner

WINSTON SALEM, NC

n/a

Benjamin David SHAMBERGER

Certified Financial Planner

WINSTON SALEM, NC

yes

Zachariah B Baker

n/a

WINSTON SALEM, NC

n/a