DFX Intelligence

B•••• J• V• • C•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

B•••• J• V• • C•

CRD 106644

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:c55489d4-2bee-9cdf-9490-3f459d5a01af

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 7, 2011 to Mar 19, 2026
39 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: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $899Mderived••• Locked
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.1Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••• V•••••• B••••	n/a	COLORADO SPRINGS, CO	33	41	n/a	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• J•••• R••	VICE PRESIDENT	Na	yes	11/2004	Mar 19, 2026	Mar 19, 2026
T••••• M••••••••	VICE PRESIDENT	Na	yes	03/2022	Mar 19, 2026	Mar 19, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

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

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$947M	16.0%	$748M	13.6%	5	5	0	0

Relationships

Controls (3)

← T••••• M••••••••OwnerVICE PRESIDENT, ownership code NA, individual
Mar 19, 2026 to presentfactForm ADV
← B••••• J•••• R••OwnerVICE PRESIDENT, ownership code NA, individual
Mar 19, 2026 to presentfactForm ADV
← B••••• J•••••• V••••••OwnerPRESIDENT,TREASURER,DIRECTOR,PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 7, 2011 to Oct 29, 2024factForm ADV

Owns (1)

← B••••• P•••••• S••OwnerSECRETARY, ownership code NA, individual

Dated events

Occurred
Mar 30, 2022
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 30, 2022
Control person joined
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c55489d4-2bee-9cdf-9490-3f459d5a01af
First observed: Dec 7, 2011
Last observed: Mar 19, 2026 6 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.