DFX Intelligence

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

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RIA / WealthRegistered adviserMixed wealth managerSEC registeredRAUM under $100M

B•••• A••••••• S•••••••• L••

CRD 153659

CANONSBURG, PA

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Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 1
Observed: Apr 3, 2012 to Jun 15, 2026
53 observations

Across DFX

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

Allocatorsidentity

B•••• A••••••• S•••••••• L••

Investment consultant · key_crd, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.32 fund_share=0.0 institutional_share=0.68 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.4M••• Locked
Discretionary RAUM: $2.4M
Private client RAUM: $780,528derived••• Locked
Private client share: 32%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $2.4Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••••• G••••• B••••	n/a	CANONSBURG, PA	0	51	1	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• R••••••• G•••••	MANAGING MEMBER/PRESIDENT	E	yes	05/2010	Apr 3, 2012	Oct 5, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••• E••••• M••••••••• L••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4M	n/a	n/a	n/a	n/a	1	n/a	0	n/a

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
V••••• A•••• M••••••••• L••	2	Jan 13, 2021	Feb 4, 2021	CANONSBURG, PA	Team lift out	Other	66.7%

Relationships

Registered with (5)

← R•••••• G••••• B••••Advisorregistration: previous registration
Apr 2, 2013 to Dec 31, 2025factForm ADV
← K•••••• A•• C•••••••••Advisorregistration: previous registration
Apr 8, 2013 to Jan 13, 2021factForm ADV
← B•••• R••••• V•••••Advisorregistration: previous registration
Apr 23, 2015 to Jan 13, 2021factForm ADV
← R•••••• A• B••••

Dated events

Occurred
Jun 15, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-185M
Occurred
Nov 15, 2019
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 23, 2019

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 3, 2012
Last observed: Jun 15, 2026 3 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.