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CRD 328429
GREAT FALLS, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PAUL CRAVEN BENNETT | Certified Financial Planner|Chartered Financial Consultant | GREAT FALLS, VA | 2 | 33 | 4 | no |
| MARK EDWARD WEBER | Certified Financial Planner|Chartered Financial Analyst | GREAT FALLS, VA | 2 | 25 | 3 | no |
| Luke Robert Avery | Certified Financial Planner | GREAT FALLS, VA | 2 | 14 | 1 | no |
| LUKE LUCK BENNETT | n/a | ATLANTA, GA | GREAT FALLS, VA | 1 | 26 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENNETT, PAUL, CRAVEN | MANAGING MEMBER | D | yes | 10/2023 | Oct 13, 2023 | Dec 9, 2024 |
| WEBER, MARK, EDWARD | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | yes | 10/2023 | Oct 13, 2023 | Dec 9, 2024 |
| DYNASTY FINANCIAL PARTNERS, LLC | LLC MEMBER-OWNER | B | no | 09/2023 | Sep 12, 2023 | Dec 9, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Atlanta | Ga | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 | $363M | $306M | 5 | 4 | 1 | n/a | n/a |
| 2024 | Mar 6, 2025 | $243M | $243M | 5 | 4 | 1 | n/a | n/a |
| 2023 | Feb 16, 2024 | $177M | $177M | 4 | 3 | 0 | n/a | n/a |
| 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 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $363M | $243M | 49.8% | n/a | n/a | 5 | 5 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | 3 | Nov 3, 2023 | Nov 1, 2023 | GREAT FALLS, VA | Team lift out | Ibd to new firm | 1.7% |