DFX Intelligence

M•••• C•••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

M•••• C•••••• G••••

FINANCIAL ARCHITECTS INC, CRD 105897

MARLTON, NJ

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Search this name across graphsid dfx:ria:bf6f2ea6-3bed-869c-6205-62b537570c9a

Data as of Apr 17, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 11
On other graphs: 0
Observed: Nov 14, 2011 to Apr 17, 2023
41 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: $1.5B••• Locked
Discretionary RAUM: $993M
Private client RAUM: $1.3Bderived••• Locked
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••• T•••••• C•••••••	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	01/1989	Nov 14, 2011	Apr 17, 2023
Z••••••••• N•••	CHIEF OPERATING OFFICER	Na	yes	01/2014	Jul 11, 2019	Apr 17, 2023

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
2022

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$1.5B	$1.6B	-9.3%	$1.0B	13.9%	18	17	2	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
H•••••••• A•••••••• L••	6	Sep 28, 2023	Sep 6, 2023	MARLTON, NJ	Firm absorbed	RIA to ibd	75.0%

Relationships

Controls (2)

← M••••• T•••••• C•••••••OwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 14, 2011 to presentfactForm ADV
← Z••••••••• N•••OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jul 11, 2019 to presentfactForm ADV

Registered with (9)

← Thomas Clarence MeyerAdvisorregistration: previous registration
Nov 30, 2005 to Sep 28, 2023factForm ADV
← Michael Joseph Howley

Dated events

Occurred
Sep 28, 2023
Firm absorbed
M•••• C•••••• G••••'s advisors moved to H•••••••• A•••••••• L•• (Marlton, NJ): 6 of 8 registered, on the same day
Form ADVobserved 7 days ago
6 advisors
Occurred
Sep 28, 2023
Advisor changed firm
Thomas P Meyer left M•••• C•••••• G•••• for H•••••••• A•••••••• L•• (registered 2023-08-15)
Form ADVobserved 7 days ago
Occurred
Sep 28, 2023
Advisor changed firm
Danielle Kaye Margulis left M•••• C•••••• G•••• for H•••••••• A•••••••• L•• (registered 2023-09-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf6f2ea6-3bed-869c-6205-62b537570c9a
First observed: Nov 14, 2011
Last observed: Apr 17, 2023 41 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.