DFX Intelligence

B••• R••• C••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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

B••• R••• C••••••• L••

CRD 139163

REHOBOTH BEACH, DE

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Search this name across graphsid dfx:ria:92cafff5-6aac-6a7f-03d9-d472b932f5bc

Data as of Jul 19, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 1
Observed: Feb 6, 2012 to Jul 19, 2023
45 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

B••• R••• C••••••• L••

Investment consultant · shared crd

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: $193M••• Locked
Discretionary RAUM: $193M
Private client RAUM: $176Mderived••• Locked
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• J••••••••• K••••	CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER (CCO EFFECTIVE JULY 1, 2019)	Na	yes	01/2010	Mar 31, 2017	Jul 19, 2023
R•••••• J•••••••••	MANAGING DIRECTOR	Na	yes	02/2021	Feb 19, 2021	Jul 19, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••• F••••• B•••••	n/a	n/a	n/a	Y	no	n/a
B••• R••• I•••••••• A•••••• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
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
2022	$193M	$238M	-18.9%	$173M	3.6%	6	6	2	3

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••• M••• T•••• A•••••••• L••	3	Aug 9, 2023	Aug 24, 2023	REHOBOTH BEACH, DE	Firm absorbed	RIA to RIA	75.0%

Relationships

Controls (3)

← R•••••• J•••••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Feb 19, 2021 to presentfactForm ADV
← T••••••• M••••••••• C••••••••OwnerMANAGING MEMBER, ownership code E, individual
Feb 6, 2012 to presentfactForm ADV
← B•••• J••••••••• K••••OwnerCHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER (CCO EFFECTIVE JULY 1, 2019), ownership code NA, individual
Mar 31, 2017 to presentfactForm ADV

Owns (1)

← M•••••• B••• N••••••• A•••••••••OwnerMEMBER, ownership code B, domestic entity

Dated events

Occurred
Aug 9, 2023
Firm absorbed
B••• R••• C••••••• L••'s advisors moved to B••• M••• T•••• A•••••••• L•• (Rehoboth Beach, DE): 3 of 4 registered, on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Aug 9, 2023
Advisor changed firm
Jacqueline Reeves left B••• R••• C••••••• L•• for B••• M••• T•••• A•••••••• L•• (registered 2023-08-28)
Form ADVobserved 7 days ago
Occurred
Aug 9, 2023
Advisor changed firm
Jacquelyn Kerry Blue left B••• R••• C••••••• L•• for B••• M••• T•••• A•••••••• L•• (registered 2023-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92cafff5-6aac-6a7f-03d9-d472b932f5bc
First observed: Feb 6, 2012
Last observed: Jul 19, 2023 38 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.