DFX Intelligence

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

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

M•••••• P••• A•••••••

CRD 286612

SIMI VALLEY, CA

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Search this name across graphsid dfx:ria:8d633e10-cc51-9d25-204c-b97f52bc16c3

Data as of Sep 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 1
Observed: Aug 10, 2017 to Sep 5, 2026
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

M•••••• P••• A•••••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $793M••• Locked
Discretionary RAUM: $442M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $159Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S••••• T• W••••••••	n/a	SIMI VALLEY, CA	9	19	5	no
M•••••• F•••	Certified Financial P•••ner	SIMI VALLEY, CA	9	13

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W••••••••• S•••••• T•	PRESIDENT, CCO, MEMBER	E	yes	10/2013	Aug 10, 2017	Jun 4, 2024
F•••• M••••••	RETIREMENT P••• CONSULTANT, MEMBER	C	no	01/2020	Feb 18, 2020	Jun 4, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
3•••• I••••••••• F••••••••• I•••	n/a	Institutional manager	$1.0B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	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	$793M	$0	n/a	n/a	n/a	5	6	3	4

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••••• I••••••••• R••••••• A•••••••• I•••	2	Dec 31, 2017	Sep 14, 2017	SIMI VALLEY, CA	Team lift out	Other	0.1%

Relationships

Affiliated with (2)

→ 3•••• I••••••••• F•••••••••Registered adviserother investment adviser, LP sponsor, common control
factForm ADV
← 3•••• I••••••••• F•••••••••Registered adviserother investment adviser, LP sponsor, common control
factForm ADV

Registered with (7)

← M•••• V••••••• A•••••••Advisorregistration: current employment
Sep 5, 2026 to presentfactForm ADV
←

Dated events

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

Occurred
Jul 14, 2026
Advisor departed, no destination yet
William Patrick Nugent no longer registered at M•••••• P••• A•••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Aug 10, 2017
First Form ADV filing
M•••••• Corporate Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
Sep 15, 2026
R••••• A••• H••• added a TX registration at M•••••• P••• A•••••••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d633e10-cc51-9d25-204c-b97f52bc16c3
First observed: Aug 10, 2017
Last observed: Sep 5, 2026 17 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.