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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$63.1MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$63.1MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$63.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

48

Individual clients

12

High net worth clients

36

SEC number

801-114437

CRD

285807

Filings on the tape

24

First filed

Nov 14, 2018

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jan 3, 2020
  Control person left

  Michael Aaron Creamer (Managing Member) no longer on Schedule A of Wealthunite Advisors, Llc (listed 2019-11-07, absent 2020-01-03)

  Form ADVobserved 5 days ago
• Occurred

  Nov 14, 2018
  First Form ADV filing

  Highclere Capital Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c02eee47-a2f6-145f-95b9-fdc42a91d39d

First observed

Nov 14, 2018

Last observed

Mar 30, 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.