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.

Firm class

independent wealth managerderivedprivate_client_share=0.79 fund_share=0.0 institutional_share=0.21 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$156MItem 5.F on the latest filing (2026-04-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$124M

Private client RAUM

$124MderivedItem 5.D individuals plus high net worth individuals

Private client share

79%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$52.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

151

Individual clients

81

High net worth clients

31

Custody, client assets

$50.0M

SEC number

801-127517

CRD

324992

Filings on the tape

10

First filed

Feb 22, 2023

Latest filed

Apr 6, 2026

Organised

Corporation, TX

Website

distinctfinancialsolutions.com

• Occurred

  Jul 3, 2023
  Team lift-out

  2 advisors left Bfc Planning, Inc. (Cedar Rapids, IA) for Dfs Advisory on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Feb 22, 2023
  First Form ADV filing

  Distinct Financial Solutions filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba9c51b9-5340-eabe-f12e-650ea15250a2

First observed

Feb 22, 2023

Last observed

Apr 6, 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.