DFX Intelligence

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

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 1b 10b

F•••••••• F•••••••• A•••••••

CRD 172103

GRAND RAPIDS, MI

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Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 68
Dated events: 27
On other graphs: 1
Observed: Feb 24, 2021 to Apr 14, 2026
35 observations

Across DFX

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

Venture Capitalidentity

F•••••••• F•••••••• A•••••••

Venture manager · key_crd, key_sfn_adviser, 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=0.99 fund_share=0.01 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $1.3Bderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 51
RAUM per advisor: $26.1Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B••••••• M••• V•••••	n/a	GRAND RAPIDS, MI	10	18	2	no
T•••• G••• S•••• A••••	n/a	GRAND RAPIDS, MI	7	17

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F•• M•• F••• 5• L••	Venture Capital Fund	$8.6M	Apr 14, 2026	76	Apr 14, 2026	reported	021-2081676
F•• H•• S•••••• L••	Venture Capital Fund	$8.3M	Apr 14, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
V•••••• B•••••••• M•••	MANAGING MEMBER/CCO	E	yes	10/2014	Apr 14, 2026	Apr 14, 2026
B•••••• T•••••• M•	FINANCIAL ADVISOR	A	no	01/2023	Apr 14, 2026	Apr 14, 2026

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Holland	Mi	United States	2	no
Huntsville	Al	United States	1	no
Westfield	In	United States	1	no
Andover	Ma	United States	1	no
Rosemount	Mn	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 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
6	4	2	7.8%	0	0	0	18	6

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	$1.3B	$1.2B	14.0%	$352M	55.7%	50	38	13	5

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••• I••••••••• A••••••• L••	2	Oct 24, 2024	Oct 30, 2024	HOLLAND, MI	Team lift out	Ibd to RIA	0.0%
S••••• W••••• P•••••••• L••	2	Oct 8, 2024	Oct 28, 2024

Relationships

Registered with (59)

← K•••• C••••• U••Advisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← C•••• A•••••Advisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← B•••••• K••• N•••••Advisorregistration: current employment
May 5, 2026 to presentfactForm ADV
← G•••• S•••••••• J•••••••• B•••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
14 Apr 2026
Ria principal change
••• Locked
Form ADV
Occurred
14 Apr 2026
Ria office opened4 events
F•••••••• F•••••••• A•••••••: ria office opened, 4 events, on 14 Apr 2026
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
14 Apr 2026
Private fund first reported2 events
Private fund first reported: 2 on 14 Apr 2026
$8.3M to $8.6M
- ••• Locked$8.6M
- ••• Locked$8.3M
Occurred
14 Apr 2026
Ria office closed4 events
F•••••••• F•••••••• A•••••••: ria office closed, 4 events, on 14 Apr 2026
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
10 Jun 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 24, 2021
Last observed: Apr 14, 2026 5 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.

All 25 rows

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• J•••• T•••••••	n/a	GRAND RAPIDS, MI	4	14	n/a	no
H•••• B•••••	n/a	GRAND RAPIDS, MI	4	15	n/a	no
J•••• D••••• H•••••	n/a	GRAND RAPIDS, MI	4	14	n/a	no
E•••• J•••• H•••••	n/a	GRAND RAPIDS, MI	4	13	1	no
J•••• N•••••••• U•••••••	n/a	GRAND RAPIDS, MI	4	10	n/a	no
W•••••• A••••• C•••	n/a	GRAND RAPIDS, MI \| Huntsville, AL	3	11	1	no
T•••• J••••• O••••••••	n/a	GRAND RAPIDS, MI	3	29	n/a	no
B••••• K•• B••••	Certified Financial Planner	Westfield, IN	3	29	4	no
B••••••• J••••• L••	n/a	GRAND RAPIDS, MI	3	12	n/a	no
P•••••• J••••• B••••••	n/a	GRAND RAPIDS, MI	2	12	n/a	no
S•••••• R•••••• M•••••	n/a	GRAND RAPIDS, MI	2	13	n/a	no
T•••••• G••••• K•••••••	n/a	GRAND RAPIDS, MI	2	10	n/a	no
T••••• J•••• H••••••	n/a	Rosemount, MN	2	19	n/a	no
S••••• A••••• S••••••	Certified Financial Planner	GRAND RAPIDS, MI	2	19	3	no
A•••• G••••••• E•••••••	Certified Financial Planner	Round Rock, TX	2	13	2	no