DFX Intelligence

I••••••••• R••••••• • A•••• M••••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

I••••••••• R••••••• • A•••• M••••••••• I••

CRD 105372

DALLAS, TX

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Search this name across graphsid dfx:ria:c81beb4d-817b-64b5-dbf4-9dce2f9b6052

Data as of Mar 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2012 to Mar 28, 2019
8 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: $370M••• Locked
Discretionary RAUM: $0
Private client RAUM: $370Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
P•••••••• G•••••• L••••	CHAIRMAN EMERITUS	A	yes	09/1987	Mar 21, 2012	Mar 28, 2019
A•••••••• B••••• D••••	Cco	E	no	01/2018	Mar 21, 2012	Mar 28, 2019

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$370M	$391M	-5.2%	$348M	2.1%	4	5	1	1

Relationships

Owns (1)

← A•••••••• B••••• D••••OwnerCCO, ownership code E, individual
Mar 21, 2012 to presentfactForm ADV

Controls (1)

← P•••••••• G•••••• L••••OwnerCHAIRMAN EMERITUS, ownership code A, individual
Mar 21, 2012 to presentfactForm ADV

Registered with (2)

← MICHAEL TRENT STILLMANAdvisorregistration: previous registration
Oct 11, 1999 to Feb 19, 2020factForm ADV
←

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c81beb4d-817b-64b5-dbf4-9dce2f9b6052
First observed: Mar 21, 2012
Last observed: Mar 28, 2019 91 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.