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.

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

$133MItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$133M

Private client RAUM

$133MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$44.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

713

Individual clients

500

High net worth clients

0

SEC number

801-135491

CRD

152609

Filings on the tape

1

First filed

Mar 2, 2026

Latest filed

Mar 2, 2026

Organised

Corporation, LA

Website

fletcherfinancialgroup.net

• Occurred

  Nov 10, 2023
  Advisor changed firm

  Jay Scott Calhoun left Fletcher Financial Group for Cetera Advisors Llc (registered 2023-11-16)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aada58fd-3233-af16-cb86-e6cc0e85b664

First observed

Mar 2, 2026

Last observed

Mar 2, 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.