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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DATATEX INVESTMENT SERVICES INC

CRD 105440

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5c772a2-1ba8-88c8-e782-4d0e78397af7

Data as of Mar 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 27
On other graphs: 0
Observed: Mar 30, 2012 to Mar 28, 2023
22 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $39.0MItem 5.F on the latest filing (2023-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $39.0M
Private client RAUM: $29.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25
Advisory employees: 25
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 140
Individual clients: 81
High net worth clients: 7
SEC number: 801-31747
CRD: 105440
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: Mar 28, 2023
Organised: Corporation, Missouri

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHAMBERS, ROBERT, LEWIS	President	E	yes	02/1988	Mar 30, 2012	Mar 28, 2023
O'CONNELL, CHRISTOPHER, CORY	CHIEF COMPLIANCE OFFICER	Na	yes	02/2006	Mar 30, 2012	Mar 28, 2023
LITTLE, LARRY, DAVID	Director	B	no	06/1991	Mar 30, 2012	Mar 28, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HUNTLEIGH ADVISORS, INC.	n/a	Bd affiliated wealth	$782M	N	yes	n/a
HUNTLEIGH SECURITIES CORPORATION	n/a	n/a	n/a	N	yes	n/a
K. W. CHAMBERS & CO.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 28, 2022	$39.0M	$39.0M	25	25	0	n/a	n/a
2020	Mar 30, 2021	$45.6M	$45.6M	16	16	0	n/a	n/a
2019	Mar 27, 2020	$26.7M	$26.7M	18	16	0	n/a	n/a
2018	Mar 28, 2019	$36.3M	$36.3M	4	4	1	n/a	n/a
2017	Mar 29, 2018	$24.7M	$24.7M	4	4	1	n/a	n/a
2016	Mar 27, 2017	$28.6M	$28.6M	4	4	n/a	n/a	n/a
2015	Mar 29, 2016	$26.0M	$26.0M	4	4	n/a	n/a	n/a
2014	Mar 31, 2015	$30.9M	$30.9M	4	4	n/a	n/a	n/a
2013	Mar 31, 2014	$33.5M	$33.5M	4	4	n/a	n/a	n/a
2012	Apr 1, 2013	$39.0M	$39.0M	4	4	n/a	n/a	n/a
2011	Mar 30, 2012	$31.0M	$31.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$39.0M	$45.6M	-14.5%	$36.3M	2.4%	25	16	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HUNTLEIGH ADVISORS, INC.	2	Mar 28, 2023	Jan 7, 2021	DWIGHT, IL	Team lift out	RIA to ibd	8.7%
HUNTLEIGH ADVISORS, INC.	13	Mar 28, 2023	Oct 16, 2023	CLAYTON, MO	Firm absorbed	RIA to ibd	56.5%
HUNTLEIGH ADVISORS, INC.	2	Mar 28, 2023	Apr 21, 2025	CORDOVA, TN	Team lift out	RIA to ibd	8.7%

Relationships

Affiliated with (1)

→ HUNTLEIGH ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (2)

← CHAMBERS, ROBERT, LEWISOwnerPRESIDENT, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← O'CONNELL, CHRISTOPHER, CORYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Owns (1)

← LITTLE, LARRY, DAVIDOwnerDIRECTOR, ownership code B, individual
Mar 30, 2012 to presentfactForm ADV

Moved with (1)

→ HUNTLEIGH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Mar 28, 2023 to Apr 21, 2025factForm ADV

Registered with (25)

← JAMES RONALD SANFORDAdvisorregistration: previous registration
Mar 14, 2011 to Mar 28, 2023factForm ADV
← GREG ALFRED OVERSCHMIDTAdvisorregistration: previous registration
Oct 31, 1995 to Mar 28, 2023factForm ADV
← PHILLIP KIMBALL CARVERAdvisorregistration: previous registration
Mar 7, 2011 to Mar 28, 2023factForm ADV
← ROBERT LEWIS CHAMBERSAdvisorregistration: previous registration
May 27, 2003 to Mar 28, 2023factForm ADV
← ROBERT JAMES TOCKAdvisorregistration: previous registration
Oct 9, 2009 to Mar 28, 2023factForm ADV
← JAMES MICHAEL TERSCHLUSEAdvisorregistration: previous registration
Feb 5, 2014 to Mar 28, 2023factForm ADV
← JOHN THOMAS SULLIVANAdvisorregistration: previous registration
Oct 23, 2008 to Mar 28, 2023factForm ADV
← DALE FREDERICK KLEEKAMPAdvisorregistration: previous registration
Oct 9, 2009 to Mar 28, 2023factForm ADV
← WILLIAM JAMES RODOSKYAdvisorregistration: previous registration
Oct 23, 2008 to Mar 28, 2023factForm ADV
← JAMES ROSS GULLAAdvisorregistration: previous registration
Aug 19, 2004 to Mar 28, 2023factForm ADV
← A C BrownAdvisorregistration: previous registration
Sep 4, 2019 to Mar 28, 2023factForm ADV
← JERRY FRANCIS COSTELLOAdvisorregistration: previous registration
Feb 5, 2014 to Mar 28, 2023factForm ADV
← ERIC ALLEN WOODAdvisorregistration: previous registration
Mar 23, 2010 to Mar 28, 2023factForm ADV
← LARRY DAVID LITTLEAdvisorregistration: previous registration
Nov 23, 1997 to Mar 28, 2023factForm ADV
← DANIEL JEROME LECUREAdvisorregistration: previous registration
Mar 12, 2020 to Mar 28, 2023factForm ADV
← ALAN JAMES FERRARIAdvisorregistration: previous registration
Oct 23, 2008 to Mar 28, 2023factForm ADV
← Matthew Joseph OttAdvisorregistration: previous registration
Oct 6, 2021 to Mar 28, 2023factForm ADV
← CHRISTOPHER CORY O'CONNELLAdvisorregistration: previous registration
Jul 7, 2006 to Mar 28, 2023factForm ADV
← PAMELA JANE JOHNSTONAdvisorregistration: previous registration
Jan 11, 2006 to Mar 28, 2023factForm ADV
← MICHAEL BARRY ROWANAdvisorregistration: previous registration
Jan 10, 2014 to Mar 28, 2023factForm ADV
← DOUGLAS MICHAEL SIMMSAdvisorregistration: previous registration
Oct 24, 2017 to Mar 28, 2023factForm ADV
← JUSTIN ANDREW EGGENBERGERAdvisorregistration: previous registration
Jan 6, 2014 to Mar 28, 2023factForm ADV
← KENNETH BRUCE COHENAdvisorregistration: previous registration
Dec 13, 2016 to Mar 28, 2023factForm ADV
← JAMES FREDERICK SAYLERAdvisorregistration: previous registration
Jul 16, 2013 to Mar 13, 2020factForm ADV
← Joseph Arthur ThorntonAdvisorregistration: previous registration
Jul 9, 2014 to May 10, 2016factForm ADV

Dated events

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

Occurred
Mar 28, 2023
Firm absorbed
Datatex Investment Services Inc's advisors moved to Huntleigh Advisors, Inc. (Clayton, MO): 14 of 23 registered, on the same day
Form ADVobserved 3 days ago
14 advisors
Occurred
Mar 28, 2023
Team lift-out
2 advisors left Datatex Investment Services Inc (Dwight, IL) for Huntleigh Advisors, Inc. on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 28, 2023
Team lift-out
2 advisors left Datatex Investment Services Inc (Cordova, TN) for Huntleigh Advisors, Inc. on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 28, 2023
Advisor changed firm
William James Rodosky left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-07)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
James Ross Gulla left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2025-04-21)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
A C Brown left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-06)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Robert James Tock left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-08)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Justin Andrew Eggenberger left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-04)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Alan James Ferrari left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-04)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Dale Frederick Kleekamp left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-08)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Kenneth Bruce Cohen left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2016-12-13)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
James Ronald Sanford left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2019-05-30)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Greg Alfred Overschmidt left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-08)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Christopher Cory O'Connell left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2023-10-16)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor departed, no destination yet
Michael Barry Rowan no longer registered at Datatex Investment Services Inc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor departed, no destination yet
Robert Lewis Chambers no longer registered at Datatex Investment Services Inc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor departed, no destination yet
Jerry Francis Costello no longer registered at Datatex Investment Services Inc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor departed, no destination yet
Eric Allen Wood no longer registered at Datatex Investment Services Inc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor departed, no destination yet
James Michael Terschluse no longer registered at Datatex Investment Services Inc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
John Thomas Sullivan left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-07)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Daniel Jerome Lecure left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2020-08-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Larry David Little left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-07)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Pamela Jane Johnston left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2006-01-18)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Phillip Kimball Carver left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-12)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Matthew Joseph Ott left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-10-06)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2023
Advisor changed firm
Douglas Michael Simms left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-01-08)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 27, 2020
Datatex Investment Services Inc reported 16 state-registered advisory representatives, up from 3 (2019-09-06 to 2020-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5c772a2-1ba8-88c8-e782-4d0e78397af7
First observed: Mar 30, 2012
Last observed: Mar 28, 2023 42 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.

DATATEX INVESTMENT SERVICES INC

CRD 105440

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5c772a2-1ba8-88c8-e782-4d0e78397af7

Data as of Mar 28, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHAMBERS, ROBERT, LEWIS

President

yes

02/1988

Mar 30, 2012

Mar 28, 2023

O'CONNELL, CHRISTOPHER, CORY

CHIEF COMPLIANCE OFFICER

yes

02/2006

Mar 30, 2012

Mar 28, 2023

LITTLE, LARRY, DAVID

Director

06/1991

Mar 30, 2012

Mar 28, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HUNTLEIGH ADVISORS, INC.

n/a

Bd affiliated wealth

$782M

yes

n/a

HUNTLEIGH SECURITIES CORPORATION

n/a

yes

n/a

K. W. CHAMBERS & CO.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 28, 2022

$39.0M

n/a

2020

Mar 30, 2021

$45.6M

n/a

2019

Mar 27, 2020

$26.7M

n/a

2018

Mar 28, 2019

$36.3M

n/a

2017

Mar 29, 2018

$24.7M

n/a

2016

Mar 27, 2017

$28.6M

n/a

2015

Mar 29, 2016

$26.0M

n/a

2014

Mar 31, 2015

$30.9M

n/a

2013

Mar 31, 2014

$33.5M

n/a

2012

Apr 1, 2013

$39.0M

n/a

2011

Mar 30, 2012

$31.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$39.0M

$45.6M

-14.5%

$36.3M

2.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HUNTLEIGH ADVISORS, INC.

Mar 28, 2023

Jan 7, 2021

DWIGHT, IL

Team lift out

RIA to ibd

8.7%

HUNTLEIGH ADVISORS, INC.

Mar 28, 2023

Oct 16, 2023

CLAYTON, MO

Firm absorbed

RIA to ibd

56.5%

HUNTLEIGH ADVISORS, INC.

Mar 28, 2023

Apr 21, 2025

CORDOVA, TN

Team lift out

RIA to ibd

8.7%