DFX Intelligence

A••••••• R••••••••• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

A••••••• R••••••••• A•••••••• L••

CRD 166221

BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:a93124e2-7a47-b535-8589-506761885be4

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2021 to Mar 16, 2026
9 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $227M••• Locked
Discretionary RAUM: $227M
Private client RAUM: $224Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $114Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••• J•••• M••••••	Certified Financial Planner	BIRMINGHAM, AL	13	16	1	no
P•••••• B••••••• W•••••	Certified Financial Planner	BIRMINGHAM, AL \| PENSACOLA, FL	5	15

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••• E•••• J••••	Member	D	yes	11/2012	Jun 8, 2021	Mar 20, 2024
W•••••• P••••••• B•••••••	MEMBER / CHIEF COMPLIANCE OFFICER	D	yes	08/2021	Aug 12, 2021	Mar 20, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Navarre	FL	United States	1	no
Pensacola	FL	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026

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	$227M	$199M	14.1%	$153M	14.0%	2	2	1	1

Relationships

Registered with (2)

← P•••••• B••••••• W•••••Advisorregistration: current employment
Aug 2, 2021 to presentfactForm ADV
← E••• J•••• M••••••Advisorregistration: current employment
Jan 28, 2013 to presentfactForm ADV

Controls (2)

← M••••••• E•••• J••••OwnerMEMBER, ownership code D, individual
Jun 8, 2021 to Mar 20, 2024factForm ADV
← W•••••• P••••••• B•••••••

Dated events

Occurred
Aug 12, 2021
Control person joined
Brittain Phillip Walker (Member / Chief Compliance Officer) appeared on Schedule A of A••••••• R••••••••• A•••••••• L••
Form ADVobserved 7 days ago
Occurred
Jun 8, 2021
First Form ADV filing
Mcclain Lovejoy Financial Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a93124e2-7a47-b535-8589-506761885be4
First observed: Jun 8, 2021
Last observed: Mar 16, 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.