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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$396,538Item 5.F on the latest filing (2022-11-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$396,538

Private client RAUM

$396,538derivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

14

Individual clients

11

High net worth clients

0

SEC number

801-120460

CRD

312724

Filings on the tape

5

First filed

Feb 4, 2021

Latest filed

Nov 30, 2022

Organised

Limited Liability Company, Florida

• Occurred

  Dec 22, 2022
  Advisor departed, no destination yet

  Cullen Breen no longer registered at Stackhabit; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Feb 4, 2021
  First Form ADV filing

  Stackhabit filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:90ff77c1-de3f-a87b-4e69-c74d950b750b

First observed

Feb 4, 2021

Last observed

Nov 30, 2022 46 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.