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T••• F•••••••• A••••••• C•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

T••• F•••••••• A••••••• C•••

CRD 104952

LEESBURG, VA

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Search this name across graphsid dfx:ria:b338350b-c6de-b989-3773-a70049ea0e3b

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 2
On other graphs: 1
Observed: Jan 27, 2012 to Mar 10, 2026
42 observations

Across DFX

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

Private Equityidentity

T••• F•••••••• A••••••• C•••

Private equity manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.04 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• A••••• T•••	n/a	LEESBURG, VA	37	42	n/a	no
T••••• A••••• B•••••	n/a	LEESBURG, VA	26	27

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••• G••••• • I••••• F•••• L•	Hedge Fund	$37.9M	Mar 10, 2026	8	Jan 27, 2012	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• K••••••• J••••••	CHIEF EXECUTIVE OFFICER	C	yes	09/2013	Mar 10, 2026	Mar 10, 2026
B•••••• T•••••• A•••••	President	C	yes	09/2009	Mar 10, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T••• A•• A••••••••• I•••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.0B	13.7%	$754M	15.3%	18	18	0	0

Relationships

Registered with (13)

← J••••• A••• S••••••Advisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← S•••••••• E•••••••• M•••••••Advisorregistration: current employment
May 4, 2023 to presentfactForm ADV
← J••••• B••••• S•••••••Advisorregistration: current employment
May 28, 2021 to presentfactForm ADV
← T••• O••• P•••••••

Dated events

Occurred
Dec 5, 2023
Advisor changed firm
T••••• A••••• T••• left T••• F•••••••• A••••••• C••• for T••• Capital Management (registered 2024-02-29)
Form ADVobserved 7 days ago
Occurred
Mar 24, 2023
Control person left
Curtis Brawn Sproul (Director) no longer on Schedule A of T••• F•••••••• A••••••• C••• (listed 2022-10-04, absent 2023-03-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b338350b-c6de-b989-3773-a70049ea0e3b
First observed: Jan 27, 2012
Last observed: Mar 10, 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.

2025	Mar 10, 2026	$1.2B	$1.1B	18	10	0	1	n/a
2024	Mar 11, 2025	$1.0B	$979M	18	9	0	1	n/a
2023	Mar 20, 2024	$866M	$849M	18	9	0	1	$27.7M
2022	Mar 24, 2023	$754M	$737M	17	9	0	1	$27.7M
2021	Mar 23, 2022	$899M	$863M	15	8	0	1	$47.1M
2020	Mar 24, 2021	$733M	$713M	17	8	0	1	$39.3M
2019	Mar 31, 2020	$634M	$615M	15	8	0	1	$32.2M
2018	Mar 13, 2019	$542M	$542M	17	9	0	1	$37.7M
2017	Mar 7, 2018	$543M	$543M	16	8	0	1	$37.7M
2016	Mar 1, 2017	$461M	$461M	12	7	n/a	1	$25.1M
2015	Feb 26, 2016	$413M	$413M	11	7	n/a	1	$20.9M
2014	Feb 25, 2015	$389M	$389M	11	6	n/a	1	$18.7M
2013	Mar 12, 2014	$319M	$319M	10	6	n/a	1	$18.7M
2012	Mar 20, 2013	$251M	$251M	10	6	n/a	1	$13.4M
2011	Jan 27, 2012	$235M	$235M	n/a	n/a	n/a	1	$11.6M