DFX Intelligence

I••••••••• I••••••••• B•••••• C••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

I••••••••• I••••••••• B•••••• C••••

CRD 154134

AUSTIN, TX

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Search this name across graphsid dfx:ria:b26d596d-69d3-0542-0395-095c771ffe82

Data as of Jan 7, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 3
Observed: Jan 7, 2025 to Jan 7, 2025
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

I••••••••• I••••••••• B•••••• C••••

Intermediary · shared crd

Independent Sponsorsidentity

I••••••••• I••••••••• B••••••• C••••

Intermediary · shared crd

Real Estate Fundsidentity

I••••••••• I••••••••• B•••••• C••••

Affiliate · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 6
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
CRD: 154134
Filings on the tape: 1
First filed: Jan 7, 2025

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
H•••••• A•••• G••••••	n/a	SAN DIEGO, CA \| AUSTIN, TX	11	37	2	yes
D•••• F••••••	n/a	Austin, TX \| AUSTIN, TX	9	19

Relationships

Registered with (3)

← C•••••••• R••••••• B••••••Advisorregistration: current employment
Jul 5, 2024 to presentfactForm ADV
← D•••• F••••••Advisorregistration: current employment
Dec 14, 2016 to presentfactForm ADV
← H•••••• A•••• G••••••Advisorregistration: current employment
Feb 5, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b26d596d-69d3-0542-0395-095c771ffe82
First observed: Jan 7, 2025
Last observed: Jan 7, 2025 20 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.