G••••••••• I•••••••••

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

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=3.0

Regulatory AUM

$4.1B••• Locked

Discretionary RAUM

$4.1B

Private client RAUM

$0derived••• Locked

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

• Occurred

  Mar 31, 2023
  Control person left

  Nmn Dominick Cogliandro (Chief Operating Officer) no longer on Schedule A of G••••••••• I••••••••• (listed 2022-03-31, absent 2023-03-31)

  Form ADVobserved 7 days ago
• Occurred

  Mar 31, 2023
  Control person left

  Paul Michael Byrum (Senior Vice President) no longer on Schedule A of G••••••••• I••••••••• (listed 2022-03-31, absent 2023-03-31)

  Form ADVobserved 7 days ago
• Occurred

  Mar 31, 2022
  Regulatory AUM changed

  G••••••••• I••••••••• reported RAUM $3.7B, up 31% from $2.8B (2021-05-07 to 2022-03-31)

  Form ADVobserved 7 days ago
  $868M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9148ac34-0a2b-08c9-9e27-267f30783084

First observed

Mar 29, 2012

Last observed

Mar 31, 2026 5 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.