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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FEFA FINANCIAL

VCI WEALTH MANAGEMENT LLC, CRD 324833

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b950af88-e971-e725-2091-b0c750b40815

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 15
On other graphs: 0
Observed: Apr 11, 2023 to May 13, 2026
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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $435MItem 5.F on the latest filing (2026-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $435M
Private client RAUM: $434MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 22
RAUM per advisor: $19.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 32
Advisory employees: 23
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,837
Individual clients: 1,642
High net worth clients: 37
SEC number: 801-127960
CRD: 324833
Filings on the tape: 26
First filed: Apr 11, 2023
Latest filed: May 13, 2026
Organised: Limited Liability Company, MO

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
Kirby Ray Cundiff	Certified Financial Planner\|Chartered Financial Analyst	SAINT LOUIS, MO	3	12	1	no
SHERI JANELLE MESSER	n/a	North Palm Beach, FL \| SAINT LOUIS, MO	3	39	1	no
PATRICK CHRISTOPHER STRADTMAN	n/a	SAINT LOUIS, MO	3	11	1	no
Lucas Andrew Wapinsky	n/a	SAINT LOUIS, MO	3	10	1	no
Austin Daniel Hanse	n/a	SAINT LOUIS, MO	3	13	1	no
Richard Luckie Stradtman	n/a	Atlanta, GA \| SAINT LOUIS, MO	3	17	1	no
Trisha Joy Adame	n/a	SAINT LOUIS, MO \| Austin, TX	3	14	1	no
Andrew Thomas Stringer	n/a	SAINT LOUIS, MO	3	12	1	no
KACY LEE BRANNUM	n/a	SAINT LOUIS, MO	3	13	1	no
LINDSAY MORGAN HIGH	n/a	Covington, KY \| SAINT LOUIS, MO	3	11	1	no
JOHN MARSHALL GIRAULT III	n/a	SAINT LOUIS, MO	3	11	1	no
MATTHEW RAYMOND GELMAN	n/a	SAINT LOUIS, MO \| Bradenton, FL	3	11	1	no
WAYNE ROBERT ATKINS	Certified Financial Planner	SAINT LOUIS, MO	3	11	1	no
BENJAMIN DAVID SCHWEPPE	n/a	SAINT LOUIS, MO	3	15	1	no
AUGUST RENE GOLDKAMP	n/a	SAINT LOUIS, MO	3	11	1	no
JASON ALLEN SHEPARD	n/a	Gig Harbor, WA \| SAINT LOUIS, MO	3	14	1	no
Cesar Navarette Adame	n/a	SAINT LOUIS, MO \| Austin, TX	2	17	n/a	no
William Ross Pepmeyer	n/a	SAINT LOUIS, MO	2	15	n/a	no
Matthew Alexander Losse	n/a	SAINT LOUIS, MO	0	26	1	no
Kevin Alexander Fortner	n/a	SAINT LOUIS, MO	0	10	n/a	no
Kevin Michael Detwiler	n/a	SAINT LOUIS, MO	0	10	n/a	no
Josip Paul Pehar	n/a	SAINT LOUIS, MO	0	22	1	no

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
ATKINS, WAYNE, ROBERT	CHIEF COMPLIANCE OFFICER	Na	yes	02/2023	Apr 11, 2023	Oct 21, 2024
EV CAPITAL LLC	Member	E	yes	01/2024	Feb 15, 2024	Oct 21, 2024
STRADTMAN, PATRICK, CHRISTOPHER	Coo	Na	yes	02/2023	Feb 15, 2024	Oct 21, 2024
STRINGER STRATEGIC SOLUTIONS LLC	Member	E	yes	01/2024	Apr 11, 2023	Oct 21, 2024
Stringer, Andrew, Thomas	Ceo	Na	yes	02/2023	Apr 11, 2023	Oct 21, 2024
Stringer, Andrew, Thomas	MANAGER, CEO	E	yes	02/2023	Apr 11, 2023	Oct 21, 2024
TRAGER, KEATON, BLAISE	Cfo	Na	yes	02/2023	Sep 9, 2024	Oct 21, 2024

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
FEFA ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a
XANDER LAW GROUP	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; showing 3 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 10, 2026	$435M	$435M	28	24	n/a	n/a
2024	Mar 18, 2025	$295M	$293M	23	23	n/a	n/a
2023	Feb 15, 2024	$191M	$191M	23	23	n/a	n/a

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
2	2	0	9.1%	0	0	0	2	5

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	$435M	$295M	47.7%	n/a	n/a	32	23	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AE WEALTH MANAGEMENT, LLC	2	Mar 29, 2024	May 31, 2023	ST LOUIS, MO	Team lift out	RIA to RIA	0.5%
AE WEALTH MANAGEMENT, LLC	9	Feb 19, 2024	May 31, 2023	ST LOUIS, MO	Team lift out	Ibd to RIA	2.1%
AE WEALTH MANAGEMENT, LLC	5	Jul 6, 2023	May 31, 2023	ST LOUIS, MO	Team lift out	Ibd to new firm	1.3%

Relationships

Registered with (29)

← Josip Paul PeharAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← Matthew Alexander LosseAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← Kevin Alexander FortnerAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← Kevin Michael DetwilerAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← William Ross PepmeyerAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← Cesar Navarette AdameAdvisorregistration: current employment
Jan 17, 2024 to presentfactForm ADV
← JASON ALLEN SHEPARDAdvisorregistration: current employment
Jul 4, 2023 to presentfactForm ADV
← SHERI JANELLE MESSERAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← PATRICK CHRISTOPHER STRADTMANAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Lucas Andrew WapinskyAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Austin Daniel HanseAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Richard Luckie StradtmanAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Trisha Joy AdameAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Andrew Thomas StringerAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← KACY LEE BRANNUMAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← LINDSAY MORGAN HIGHAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← JOHN MARSHALL GIRAULT IIIAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← MATTHEW RAYMOND GELMANAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← WAYNE ROBERT ATKINSAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← BENJAMIN DAVID SCHWEPPEAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← AUGUST RENE GOLDKAMPAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← Kirby Ray CundiffAdvisorregistration: current employment
May 30, 2023 to presentfactForm ADV
← JACOB ROBERT WINIGERAdvisorregistration: previous registration
Jun 22, 2023 to May 11, 2026factForm ADV
← William RosenAdvisorregistration: previous registration
May 31, 2023 to Mar 25, 2026factForm ADV
← BRETT THOMAS LAWLESSAdvisorregistration: previous registration
May 31, 2023 to Jan 13, 2025factForm ADV
← AMY WEIGANDAdvisorregistration: previous registration
May 31, 2023 to Sep 10, 2024factForm ADV
← ZACHARY BRANDON SMYTHEAdvisorregistration: previous registration
May 31, 2023 to Mar 12, 2024factForm ADV
← John RatchfordAdvisorregistration: previous registration
Aug 8, 2023 to Aug 23, 2023factForm ADV
← Raul Guadalupe BarcenesAdvisorregistration: previous registration
Jun 30, 2023 to Aug 23, 2023factForm ADV

Controls (6)

← TRAGER, KEATON, BLAISEOwnerCFO, ownership code NA, individual
Sep 9, 2024 to Oct 21, 2024factForm ADV
← STRADTMAN, PATRICK, CHRISTOPHEROwnerCOO, ownership code NA, individual
Feb 15, 2024 to Oct 21, 2024factForm ADV
← Stringer, Andrew, ThomasOwnerMANAGER, CEO, ownership code E, individual
Apr 11, 2023 to Oct 21, 2024factForm ADV
← ATKINS, WAYNE, ROBERTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 11, 2023 to Oct 21, 2024factForm ADV
← EV CAPITAL LLCOwnerMEMBER, ownership code E, domestic entity
Feb 15, 2024 to Oct 21, 2024factForm ADV
← STRINGER STRATEGIC SOLUTIONS LLCOwnerMEMBER, ownership code E, domestic entity
Apr 11, 2023 to Oct 21, 2024factForm ADV

Moved with (1)

← AE WEALTH MANAGEMENT, LLCRegistered adviser5 advisors, team lift out, same day
Jul 6, 2023 to May 31, 2023factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
Jacob Robert Winiger left Fefa Financial for Fisher Investments (registered 2026-06-11)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2026
Advisor changed firm
William Rosen left Fefa Financial for Mml Investors Services, Llc (registered 2026-06-15)
Form ADVobserved 5 days ago
Occurred
Feb 6, 2026
Regulatory AUM changed
Fefa Financial reported RAUM $435.3M, up 48% from $294.8M (2025-03-18 to 2026-02-06)
Form ADVobserved 5 days ago
$141M
Occurred
Feb 25, 2025
Regulatory AUM changed
Fefa Financial reported RAUM $294.8M, up 54% from $191.4M (2024-10-21 to 2025-02-25)
Form ADVobserved 5 days ago
$103M
Occurred
Jan 13, 2025
Advisor changed firm
Brett Thomas Lawless left Fefa Financial for Creativeone Wealth, Llc (registered 2025-01-06)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2024
Advisor changed firm
Amy Weigand left Fefa Financial for Altman Advisors (registered 2025-04-28)
Form ADVobserved 5 days ago
Occurred
Sep 9, 2024
Control person joined
Blaise Keaton Trager (Cfo) appeared on Schedule A of Fefa Financial
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Team lift-out
2 advisors left AE Wealth Management, LLC (ST Louis, MO) for Fefa Financial on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 12, 2024
Advisor changed firm
Zachary Brandon Smythe left Fefa Financial for Arthur Stein Financial, Llc (registered 2024-05-22)
Form ADVobserved 5 days ago
Occurred
Feb 19, 2024
Team lift-out
9 advisors left AE Wealth Management, LLC (ST Louis, MO) for Fefa Financial on the same day
Form ADVobserved 4 days ago
9 advisors
Occurred
Feb 15, 2024
Control person joined
Christopher Patrick Stradtman (Coo) appeared on Schedule A of Fefa Financial
Form ADVobserved 5 days ago
Occurred
Aug 23, 2023
Advisor changed firm
John Ratchford left Fefa Financial for Lpl Enterprise, Llc (registered 2025-11-20)
Form ADVobserved 5 days ago
Occurred
Aug 23, 2023
Advisor changed firm
Raul Guadalupe Barcenes left Fefa Financial for Ais Asset Management (registered 2023-10-13)
Form ADVobserved 5 days ago
Occurred
Jul 6, 2023
Team lift-out
5 advisors left AE Wealth Management, LLC (ST Louis, MO) for Fefa Financial on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Apr 11, 2023
First Form ADV filing
Fefa Financial Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b950af88-e971-e725-2091-b0c750b40815
First observed: Apr 11, 2023
Last observed: May 13, 2026 4 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.

FEFA FINANCIAL

VCI WEALTH MANAGEMENT LLC, CRD 324833

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b950af88-e971-e725-2091-b0c750b40815

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Kirby Ray Cundiff

Certified Financial Planner|Chartered Financial Analyst

SAINT LOUIS, MO

SHERI JANELLE MESSER

n/a

North Palm Beach, FL | SAINT LOUIS, MO

PATRICK CHRISTOPHER STRADTMAN

n/a

SAINT LOUIS, MO

Lucas Andrew Wapinsky

n/a

SAINT LOUIS, MO

Austin Daniel Hanse

n/a

SAINT LOUIS, MO

Richard Luckie Stradtman

n/a

Atlanta, GA | SAINT LOUIS, MO

Trisha Joy Adame

n/a

SAINT LOUIS, MO | Austin, TX

Andrew Thomas Stringer

n/a

SAINT LOUIS, MO

KACY LEE BRANNUM

n/a

SAINT LOUIS, MO

LINDSAY MORGAN HIGH

n/a

Covington, KY | SAINT LOUIS, MO

JOHN MARSHALL GIRAULT III

n/a

SAINT LOUIS, MO

MATTHEW RAYMOND GELMAN

n/a

SAINT LOUIS, MO | Bradenton, FL

WAYNE ROBERT ATKINS

Certified Financial Planner

SAINT LOUIS, MO

BENJAMIN DAVID SCHWEPPE

n/a

SAINT LOUIS, MO

AUGUST RENE GOLDKAMP

n/a

SAINT LOUIS, MO

JASON ALLEN SHEPARD

n/a

Gig Harbor, WA | SAINT LOUIS, MO

Cesar Navarette Adame

n/a

SAINT LOUIS, MO | Austin, TX

n/a

William Ross Pepmeyer

n/a

SAINT LOUIS, MO

n/a

Matthew Alexander Losse

n/a

SAINT LOUIS, MO

Kevin Alexander Fortner

n/a

SAINT LOUIS, MO

n/a

Kevin Michael Detwiler

n/a

SAINT LOUIS, MO

n/a

Josip Paul Pehar

n/a

SAINT LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATKINS, WAYNE, ROBERT

CHIEF COMPLIANCE OFFICER

yes

02/2023

Apr 11, 2023

Oct 21, 2024

EV CAPITAL LLC

Member

yes

01/2024

Feb 15, 2024

Oct 21, 2024

STRADTMAN, PATRICK, CHRISTOPHER

Coo

yes

02/2023

Feb 15, 2024

Oct 21, 2024

STRINGER STRATEGIC SOLUTIONS LLC

Member

yes

01/2024

Apr 11, 2023

Oct 21, 2024

Stringer, Andrew, Thomas

Ceo

yes

02/2023

Apr 11, 2023

Oct 21, 2024

Stringer, Andrew, Thomas

MANAGER, CEO

yes

02/2023

Apr 11, 2023

Oct 21, 2024

TRAGER, KEATON, BLAISE

Cfo

yes

02/2023

Sep 9, 2024

Oct 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FEFA ADVISORS LLC

n/a

yes

n/a

XANDER LAW GROUP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$435M

n/a

2024

Mar 18, 2025

$295M

$293M

n/a

2023

Feb 15, 2024

$191M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$435M

$295M

47.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AE WEALTH MANAGEMENT, LLC

Mar 29, 2024

May 31, 2023

ST LOUIS, MO

Team lift out

RIA to RIA

0.5%

AE WEALTH MANAGEMENT, LLC

Feb 19, 2024

May 31, 2023

ST LOUIS, MO

Team lift out

Ibd to RIA

2.1%

AE WEALTH MANAGEMENT, LLC

Jul 6, 2023

May 31, 2023

ST LOUIS, MO

Team lift out

Ibd to new firm

1.3%