DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

M•••••• A•••• P••••••••• L••

CRD 109574

ROCHESTER, MI

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Search this name across graphsid dfx:ria:93df43da-15c8-a12a-4772-65975d81a8ac

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 5
On other graphs: 0
Observed: Mar 30, 2012 to Aug 10, 2026
31 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: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.09 institutional_share=0.12 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $915Mderived••• Locked
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 18
RAUM per advisor: $70.4Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• P•••••• F•••••••••	n/a	ROCHESTER, MI \| Burr Ridge, IL	20	22	n/a	no
D••••• S•••• P••••••••	n/a	ROCHESTER, MI	16	25

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• M••••••• S••••••	PRESIDENT, CHIEF INVESTMENT OFFICER	E	yes	11/2000	Aug 10, 2026	Aug 10, 2026
C•••••• K••••• M••••••	PORTFOLIO MANAGER, PRINCIPAL OPERATING OFFICER	Na	no	10/2004	Aug 10, 2026	Aug 10, 2026

Regulatory AUM by fiscal year

••• Locked

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

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	2	-2	11.1%	0	0	0	2	2

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	$1.3B	$1.1B	19.6%	$1.0B	7.6%	22	22	0	0

Relationships

Registered with (23)

← N••••• M•••••••Advisorregistration: current employment
Apr 29, 2026 to presentfactForm ADV
← S•••••• C••••••••• P••••••••Advisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← B•••• D•••• N•••••••Advisorregistration: current employment
Jan 4, 2024 to presentfactForm ADV
← S•••••• M•••••• D•••••

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
Jeffrey Redfield Bonynge left M•••••• A•••• P••••••••• L•• for Secure Asset Management, L.L.C. (registered 2026-02-02)
Form ADVobserved 7 days ago
Occurred
Jan 12, 2026
Advisor changed firm
John Frederick Dalton left M•••••• A•••• P••••••••• L•• for Advisory Services Network (registered 2026-01-14)
Form ADVobserved 7 days ago
Occurred
May 26, 2022
Advisor changed firm
Gregory Phillip Malec left M•••••• A•••• P••••••••• L•• for Raymond James & Associates, Inc. (registered 2022-06-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93df43da-15c8-a12a-4772-65975d81a8ac
First observed: Mar 30, 2012
Last observed: Aug 10, 2026 43 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.