DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

O••••••• F•••••••• G••••• I•••

CRD 138515

WILMINGTON, NC

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Search this name across graphsid dfx:ria:a59647d1-a186-31e1-4497-603ddeae1453

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 2
On other graphs: 0
Observed: May 17, 2016 to May 19, 2026
26 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=0.78 fund_share=0.0 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $286M••• Locked
Discretionary RAUM: $286M
Private client RAUM: $222Mderived••• Locked
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $47.6Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P•••••• L•••• C••••	n/a	Wilmington, NC	17	27	4	no
R•••• L•• F•••••	Certified Financial Planner	WILMINGTON, NC	5	30

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• P••••••• L••••	PRESIDENT/CCO	E	yes	02/2002	May 17, 2016	Nov 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
1	0	1	0.0%	0	0	0	1	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	$286M	$229M	24.9%	$160M	21.2%	7	7	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••••••• S••••••• N••••••	3	Apr 8, 2021	Apr 9, 2021	WILMINGTON, NC	Firm absorbed	RIA to RIA	60.0%

Relationships

Registered with (19)

← M•••••• S•••••Advisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← C••••••••• S••••Advisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← L••••••• S•••• C•••Advisorregistration: current employment
Mar 28, 2022 to presentfactForm ADV
← D••••• T••••• H•••••

Dated events

Occurred
Feb 13, 2023
Advisor changed firm
Bryce Edmister left O••••••• F•••••••• G••••• I••• for Masonboro Advisors (registered 2023-02-16)
Form ADVobserved 7 days ago
Occurred
May 17, 2016
First Form ADV filing
O••••••• F•••••••• G••••• I••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a59647d1-a186-31e1-4497-603ddeae1453
First observed: May 17, 2016
Last observed: May 19, 2026 4 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.