DFX Intelligence

C•••• H••••• E••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C•••• H••••• E••• L••

CRD 305171

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:c9b9955f-6d53-02e7-2851-1986ea0b6d88

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Jul 24, 2019 to Aug 31, 2026
29 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $168M••• Locked
Discretionary RAUM: $168M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J••••••• S•••••• T•••	Member	E	yes	02/2014	Jul 24, 2019	Jul 15, 2024
J••••••• S•••••• T•••	Secretary	Na	yes	03/2015	Jul 24, 2019	Jul 15, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026

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	$168M	$134M	24.6%	$98.2M	19.5%	12	2	1	1

Relationships

Affiliated with (1)

← DIGITAL FUNDS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← W•••••• M••••••• G••••OwnerPRESIDENT/OWNER, ownership code D, individual
Jul 24, 2019 to Jul 15, 2024factForm ADV
← J••••••• S•••••• T•••OwnerMEMBER, ownership code E, individual
Jul 24, 2019 to Jul 15, 2024factForm ADV

Owns (2)

← M••••• D•••••• R••••••

Dated events

Occurred
May 28, 2024
Control person left
Joseph Brian Petraitis (Chief Compliance Officer) no longer on Schedule A of C•••• H••••• E••• L•• (listed 2024-04-01, absent 2024-05-28)
Form ADVobserved 7 days ago
Occurred
Apr 1, 2024
Control person joined
Joseph Brian Petraitis (Chief Compliance Officer) appeared on Schedule A of C•••• H••••• E••• L••
Form ADVobserved 7 days ago
Occurred
Jun 22, 2021
Control person left
Lee David Hunt (Chief Compliance Officer) no longer on Schedule A of C•••• H••••• E••• L•• (listed 2021-03-05, absent 2021-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9b9955f-6d53-02e7-2851-1986ea0b6d88
First observed: Jul 24, 2019
Last observed: Aug 31, 2026 22 days 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.