DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 297443
WILMINGTON, DE
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 |
|---|---|---|---|---|---|---|
| RICHARD CHRISTOPHER JAKOTOWICZ | Certified Financial Planner|Chartered Financial Analyst | WILMINGTON, DE | 8 | 19 | 3 | no |
| JACOB DORSEY WEAVER | n/a | WILMINGTON, DE | 4 | 22 | 1 | no |
| CALEB LEE RAY | n/a | WILMINGTON, DE | 2 | 13 | 1 | no |
| Ian G Pass | Chartered Financial Analyst | WILMINGTON, DE | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| JAKOTOWICZ, RICHARD, CHRISTOPHER | DIRECTOR OF FINANCIAL PLANNING | E | yes | 05/2018 | Jan 8, 2026 | Jan 8, 2026 |
| WEAVER, JACOB, DORSEY | DIRECTOR OF INVESTMENT STRATEGY | Na | yes | 06/2022 | Jan 8, 2026 | Jan 8, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 8, 2026 | $132M | $132M | 3 | 3 | 1 | n/a | n/a |
| 2024 | Feb 25, 2025 | $100M | $100M | 3 | 3 | 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 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $132M | $100M | 31.2% | n/a | n/a | 3 | 3 | 1 | 0 |