DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S•••••••• I•••

CRD 154900

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:a35e1d53-0830-feca-0350-827bc9abca7e

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 1, 2012 to Mar 24, 2026
41 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $276M••• Locked
Discretionary RAUM: $276M
Private client RAUM: $276Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $276Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••• A•••• S••••••••	Certified Financial Planner	SAN DIEGO, CA	15	27	2	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••••••• E•••• A••••	CHIEF EXECUTIVE OFFICER	E	yes	08/2010	Mar 1, 2012	Mar 13, 2024
T•••••• L•••••• S••••••	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Mar 13, 2024	Mar 13, 2024

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	$276M	$252M	9.8%	$224M	7.3%	5	4	1	1

Relationships

Registered with (2)

← E••• A•••• S••••••••Advisorregistration: current employment
Feb 3, 2011 to presentfactForm ADV
← SEAN PATRICK NISILAdvisorregistration: previous registration
Jun 6, 2014 to Dec 13, 2021factForm ADV

Controls (1)

← S••••••••• E•••• A••••OwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Mar 1, 2012 to Mar 13, 2024factForm ADV

Owns (1)

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 15, 2013
First Form ADV filing
Sigdestad Financial, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
Mar 13, 2019
S•••••••• I••• reported 1 offices beyond its principal office, down from 7 (2018-09-25 to 2019-03-13)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a35e1d53-0830-feca-0350-827bc9abca7e
First observed: Mar 1, 2012
Last observed: Mar 24, 2026 6 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.