DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

V••••••• • A••••••••• F•••••••• P••••••• I••

CRD 108183

SARATOGA SPRINGS, NY

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Search this name across graphsid dfx:ria:b8b110ab-383b-408d-a6cc-6841d11e4700

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 0
Observed: Mar 29, 2012 to Mar 26, 2025
26 observations

Across DFX

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.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $191M••• Locked
Discretionary RAUM: $191M
Private client RAUM: $191Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• B•••••• M••••	CHIEF FINANCIAL OFFICER (03/2023), VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	Na	yes	07/2004	Mar 29, 2012	Mar 26, 2024
C••••• C••••••• V•••••••	CHIEF INVESTMENT OFFICER AND DIRECTOR OF STRATEGIC P•••••••	Na	yes	03/2023	Mar 25, 2023	Mar 26, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	1	4

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$191M	$177M	7.8%	$317M	-15.6%	6	5	1	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••••••• F•••••••• N••••••	3	Oct 15, 2025	Jul 24, 2025	SARATOGA SPRINGS, NY	Firm absorbed	RIA to ibd	75.0%

Relationships

Registered with (4)

← B••••• M•••• B••••Advisorregistration: previous registration
Oct 7, 2011 to Oct 15, 2025factForm ADV
← J•••••• C•••••• V•••••••Advisorregistration: previous registration
Jul 23, 2010 to Oct 15, 2025factForm ADV
← C•••••• V••••••• C••••Advisorregistration: previous registration
Aug 16, 2019 to Oct 15, 2025factForm ADV
← Cory Matthew Larmour

Dated events

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

Occurred
Oct 15, 2025
Firm absorbed
V••••••• • A••••••••• F•••••••• P••••••• I••'s advisors moved to C••••••••• F•••••••• N•••••• (Saratoga Springs, NY): 3 of 4 registered, on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Oct 15, 2025
Advisor changed firm
Cameron Victoria Corsi left V••••••• • A••••••••• F•••••••• P••••••• I•• for C••••••••• F•••••••• N•••••• (registered 2025-07-23)
Form ADVobserved 7 days ago
Occurred
Oct 15, 2025
Advisor changed firm
Cory Matthew Larmour left V••••••• • A••••••••• F•••••••• P••••••• I•• for C••••••••• F•••••••• N•••••• (registered 2025-07-24)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8b110ab-383b-408d-a6cc-6841d11e4700
First observed: Mar 29, 2012
Last observed: Mar 26, 2025 18 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.