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CRD 174358
BATON ROUGE, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN CHRISTOPHER NEYLAND | n/a | BATON ROUGE, LA | 11 | 21 | 7 | no |
| Olivia Grace Neyland | n/a | BATON ROUGE, LA | 1 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| NEYLAND, JOHN, CHRISTOPHER | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | yes | 06/2015 | Jul 20, 2021 | Jan 2, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $130M | $130M | 7 | 2 | 1 | n/a | n/a |
| 2022 | Mar 23, 2023 | $83.2M | $83.2M | 11 | 3 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $98.6M | $98.6M | 6 | 2 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $130M | n/a | n/a | $83.2M | 16.2% | 7 | n/a | 1 | n/a |