DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

R••••••••• I••••••••• M•••••••••

THE R••••••••• GROUP LLC, CRD 105916

COVINGTON, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c966e7cf-1530-19e9-351b-b27387d30c88

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 6
On other graphs: 0
Observed: Nov 18, 2011 to Apr 16, 2026
35 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: other adviserderivedprivate_client_share=0.09 fund_share=0.06 institutional_share=0.05 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $2.9B••• Locked
Discretionary RAUM: $2.9B
Private client RAUM: $265Mderived••• Locked
Private client share: 9%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $363Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••• E••	Chartered Financial Analyst	COVINGTON, KY	9	33	n/a	no
M•••••• E••••• S••••••	Chartered Financial Analyst	COVINGTON, KY	8	35	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• J••• G•••••	SENIOR PARTNER/LLC MEMBER	Na	yes	07/2003	Nov 18, 2011	Mar 20, 2024
E••• A•••	PARTNER/LLC MEMBER	Na	yes	01/2019	Mar 26, 2019	Mar 20, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•• F•••• L••	n/a	Asset manager	$18B	N	yes	n/a

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
1	0	1	0.0%	0	0	0	1	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	$2.9B	$2.8B	5.1%	$2.2B	10.5%	19	21	0	0

Relationships

Affiliated with (2)

→ A•• F•••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← A•• F•••• L••Registered adviserother investment adviser, common control
factForm ADV

Registered with (10)

← C••••• J••• L••••••Advisorregistration: previous registration
Mar 22, 2017 to Jul 30, 2025factForm ADV
← P•••••• J• M•••••••

Dated events

Occurred
Mar 20, 2024
Control person joined
Jon Michael Streitmarter (Partner) appeared on Schedule A of R••••••••• I••••••••• M•••••••••
Form ADVobserved 7 days ago
Occurred
Mar 2, 2023
Control person left
Michael Andrew Temming (Partner/Llc Member) no longer on Schedule A of R••••••••• I••••••••• M••••••••• (listed 2022-10-17, absent 2023-03-02)
Form ADVobserved 7 days ago
Occurred
Oct 17, 2022
Control person left
Michael Eric Aber (Partner/Llc Member) no longer on Schedule A of R••••••••• I••••••••• M••••••••• (listed 2022-03-10, absent 2022-10-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c966e7cf-1530-19e9-351b-b27387d30c88
First observed: Nov 18, 2011
Last observed: Apr 16, 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.