DFX Intelligence

H•••••• W••••• M••••••••• 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

H•••••• W••••• M••••••••• G••••• I•••

CRD 314496

DANIEL ISLAND, SC

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Search this name across graphsid dfx:ria:a7f94647-1e94-6845-cbf0-3a4a41ac9ac0

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Apr 23, 2021 to Aug 18, 2026
21 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=0.84 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $266M••• Locked
Discretionary RAUM: $233M
Private client RAUM: $223Mderived••• Locked
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $88.7Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C••••••••• L••••••• C•••••	n/a	DANIEL ISLAND, SC	5	20	2	yes
M•••••• D•••• P•••••••	Certified Financial Planner\|Chartered Financial Consultant	DANIEL ISLAND, SC	5	25

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• C••••••••• L•••••••	MANAGING DIRECTOR	C	yes	04/2021	Apr 23, 2021	Jul 25, 2024
M•••••••• A•••••• R•	CHIEF COMPLIANCE OFFICER	Na	yes	04/2021	Apr 23, 2021	Jul 25, 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	1	-1	33.3%	0	0	0	0	1

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	$266M	$191M	39.1%	$149M	21.3%	5	4	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R•••••• J•••• • A••••••••• I•••	3	Aug 3, 2021	Jun 10, 2021	MT PLEASANT, SC	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (4)

← M••••• L••••• C••••Advisorregistration: current employment
May 22, 2024 to presentfactForm ADV
← M•••••• D•••• P•••••••Advisorregistration: current employment
Jun 9, 2021 to presentfactForm ADV
← C••••••••• L••••••• C•••••Advisorregistration: current employment
Jun 4, 2021 to presentfactForm ADV
← A••••• R M•••••••

Dated events

Occurred
Jan 9, 2026
Advisor changed firm
Ansley R Mellette left H•••••• W••••• M••••••••• G••••• I••• for Ubs Financial Services Inc. (registered 2026-01-28)
Form ADVobserved 7 days ago
Occurred
Apr 23, 2021
First Form ADV filing
H•••••• W••••• M••••••••• G••••• I••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7f94647-1e94-6845-cbf0-3a4a41ac9ac0
First observed: Apr 23, 2021
Last observed: Aug 18, 2026 35 days 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.