DFX Intelligence

V••••• O•• I••••••••• S••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

V••••• O•• I••••••••• S••••••••• L••

CRD 336621

KALAMAZOO, MI

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Search this name across graphsid dfx:ria:904faf51-f2ed-f250-a0ce-768d4e4bedab

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 18, 2026 to Aug 18, 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: $43.4M••• Locked
Discretionary RAUM: $18.8M
Private client RAUM: $32.0Mderived••• Locked
Private client share: 74%derivedprivate client RAUM over total RAUM
Employees: 7
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• C••••••	n/a	AVE MARIA, FL \| KALAMAZOO, MI	0	12	3	no

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	n/a	0	0	0	1	0

Relationships

Registered with (3)

← PHILIP J KEHOEAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← M•••••• C••••••Advisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← M•••••• LOUIS RZEPKAAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Sep 17, 2026
Matthew Louis Rzepka added a LA registration at V••••• O•• I••••••••• S••••••••• L••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:904faf51-f2ed-f250-a0ce-768d4e4bedab
First observed: Aug 18, 2026
Last observed: Aug 18, 2026 35 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.