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CRD 145743
ST. PAUL, MN
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AYLIN III, ROBERT, NORMAN | MEMBER/CHIEF COMPLIANCE OFFICER | C | yes | 11/2007 | Mar 6, 2012 | Feb 16, 2024 |
| JARANSON, JONATHAN, MARK | Member | C | yes | 11/2007 | Mar 6, 2012 | Feb 16, 2024 |
| SCHAFFER, KRISTY, MICHELLE | Member | C | yes | 11/2007 | Mar 6, 2012 | Feb 16, 2024 |
| Price, Paula, Ann | Partner | A | no | 12/2021 | Mar 4, 2022 | Feb 16, 2024 |
| WEIER, MATTHEW, JOHN | Partner | A | no | 12/2021 | Mar 4, 2022 | Feb 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KRISTY M. SCHAFFER | n/a | n/a | n/a | N | yes | n/a |
| PAULA PRICE | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Feb 26, 2025 | $1.1B | $1.1B | 21 | 15 | 0 | n/a | n/a |
| 2023 | Feb 16, 2024 | $949M | $941M | 20 | 14 | 0 | n/a | n/a |
| 2022 | Feb 15, 2023 | $831M | $825M | 18 | 14 | 0 | n/a | n/a |
| 2021 | Mar 2, 2022 | $892M | $885M | 16 | 12 | 0 | n/a | n/a |
| 2020 | Mar 10, 2021 | $745M | $740M | 16 | 9 | 0 | n/a | n/a |
| 2019 | Mar 4, 2020 | $661M | $656M | 14 | 9 | 1 | n/a | n/a |
| 2018 | Mar 14, 2019 | $534M | $531M | 13 | 8 | 1 | n/a | n/a |
| 2017 | Mar 13, 2018 | $545M | $535M | 12 | 8 | 0 | n/a | n/a |
| 2016 | Mar 3, 2017 | $442M | $437M | 12 | 8 | n/a | n/a | n/a |
| 2015 | Feb 25, 2016 | $381M | $376M | 10 | 5 | n/a | n/a | n/a |
| 2014 | Mar 4, 2015 | $352M | $347M | 9 | 5 | n/a | n/a | n/a |
| 2013 | Feb 25, 2014 | $300M | $296M | 7 | 4 | n/a | n/a | n/a |
| 2012 | Mar 11, 2013 | $248M | $245M | 7 | 5 | n/a | n/a | n/a |
| 2011 | Mar 6, 2012 | $184M | $184M | n/a | n/a | n/a | 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 | 11 | -11 | n/a | 0 | 0 | 0 | 1 | 15 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $1.1B | $949M | 15.4% | $892M | 7.1% | 21 | 20 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | 11 | Oct 20, 2025 | Sep 4, 2025 | ST PAUL, MN | Firm absorbed | RIA to RIA | 100.0% |