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

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$199MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$195M

Private client RAUM

$195MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$66.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

189

Individual clients

115

High net worth clients

73

Custody, client assets

$65.0M

SEC number

801-121895

CRD

110180

Filings on the tape

14

First filed

Mar 29, 2012

Latest filed

Mar 28, 2026

Organised

Corporation, MI

• Occurred

  Jun 28, 2021
  First Form ADV filing

  Executive Financial Services Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9d90e519-dab3-52b6-91da-2f6abab11925

First observed

Mar 29, 2012

Last observed

Mar 28, 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.