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

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$301MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$301M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

12

Advisory employees

12

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1

Private funds

1Schedule D 7.B(1)

SEC number

801-134651

CIK

1791253

CRD

333052

Filings on the tape

2

First filed

Sep 29, 2025

Latest filed

Mar 23, 2026

Organised

Limited Liability Company, IL

Website

praxiscm.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a28f7a28-b375-4bee-7c79-9e563452ea64

First observed

Sep 29, 2025

Last observed

Mar 23, 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.