I••

INSTITUTIONAL INVESTMENT CONSULTING, CRD 168705

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:9f416760-5783-0473-0115-9c66a09ca375

Data as of Feb 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 1
Observed: Aug 9, 2013 to Feb 1, 2026
29 observations

Across DFX

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

Allocatorsidentity

I••

Investment consultant · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $125M••• Locked
Discretionary RAUM: $125M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $25.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••• R•••••• S•••••••	n/a	WATERFORD, MI \| BLOOMFIELD HILLS, MI	13	34	2	yes
M•••••• W•••••• K••••••••	n/a	BLOOMFIELD HILLS, MI	13	30

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K••••••••• M••••••• W••••••	CHIEF COMPLIANCE OFFICER/PRESIDENT	E	yes	08/2013	Aug 9, 2013	Jun 11, 2024
C••••••• G••••••• T•••••	MANAGING DIRECTOR	Na	no	09/2013	Oct 26, 2018	Jun 11, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Naugatuck	Ct	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 1, 2026

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	$125M	$0	n/a	n/a	n/a	13	13	2	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J••••• M••••••••• S•••• L••	2	May 17, 2018	May 17, 2018	BLOOMFIELD HILLS, MI	Team lift out	Other	33.3%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••••••• P•••••••• L••	2	May 15, 2018	Jun 18, 2014	NASHVILLE, TN	Team lift out	Other	25.0%

Relationships

Registered with (7)

← L•••• M••••• R•••Advisorregistration: current employment
Feb 4, 2019 to presentfactForm ADV
← G•••••• T••••• C••••••Advisorregistration: current employment
Sep 20, 2013 to presentfactForm ADV
← A•••••• A•••••• C•••••Advisorregistration: current employment
Sep 20, 2013 to presentfactForm ADV
← P••• R•••••• S•••••••

Dated events

Occurred
Aug 9, 2013
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f416760-5783-0473-0115-9c66a09ca375
First observed: Aug 9, 2013
Last observed: Feb 1, 2026 7 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.