DFX Intelligence

E••••••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

E••••••••• F•••••••• G••••

TFI PORTFOLIOS, LLC, CRD 152203

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:900622d1-0681-b78c-c054-5b8933e52dc9

Data as of Jan 6, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Aug 15, 2017 to Jan 6, 2022
17 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $158M••• Locked
Discretionary RAUM: $97.7M
Private client RAUM: $155Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• C•••• I••••••••• L••	OWNS 1005 OF E••••••••• F•••••••• G••••	E	yes	12/2021	Aug 15, 2017	Jan 6, 2022
L••••••••• M•••• J•••••	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	11/2009	Aug 15, 2017	Jan 6, 2022

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••• C•••• I••••••••• L••	n/a	Former SEC adviser	$3.8B	N	no	n/a
A•••••••• A•••••••• L••	n/a	Former SEC adviser	$125M	N	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Jan 6, 2022

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$158M	$132M	19.5%	$135M	5.5%	1	2	0	0

Relationships

Affiliated with (2)

→ A•••••••• A•••••••• L••Registered adviserother investment adviser
factForm ADV
→ A•••• C•••• I••••••••• L••Registered adviserother investment adviser
factForm ADV

Controls (3)

← L••••••••• M•••• J•••••OwnerCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 15, 2017 to presentfactForm ADV
← W••••• T•••• R••••••OwnerMANAGING MEMBER, ownership code E, individual

Dated events

Occurred
Mar 7, 2022
Advisor changed firm
Doni Lea Langston left E••••••••• F•••••••• G•••• for A•••• C•••• I••••••••• L•• (registered 2022-04-06)
Form ADVobserved 7 days ago
Occurred
Mar 7, 2022
Advisor changed firm
Mark Joseph Langerman left E••••••••• F•••••••• G•••• for A•••••••• A•••••••• L•• (registered 2012-02-28)
Form ADVobserved 7 days ago
Occurred
Aug 15, 2017
First Form ADV filing
E••••••••• F•••••••• G•••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:900622d1-0681-b78c-c054-5b8933e52dc9
First observed: Aug 15, 2017
Last observed: Jan 6, 2022 57 months 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.