DFX Intelligence

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

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

I•••••••• F••••••••

I•••••••• F••••••••, LLC, CRD 294053

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Search this name across graphsid dfx:ria:ccfba76e-7e65-f796-b10c-28c7ab97957f

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Mar 18, 2018 to Mar 4, 2026
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

I•••••••• F••••••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4B••• Locked
Discretionary RAUM: $169M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.4Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••••• D••• S••••	Chartered Financial Analyst	FOLEY, AL	8	11	2	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••• E•••••• D•••	MANAGING MEMBER / CCO	E	yes	02/2018	Mar 18, 2018	Oct 21, 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

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	$1.4B	$1.2B	17.8%	$930M	15.6%	1	1	2	2

Relationships

Registered with (1)

← E••••• D••• S••••Advisorregistration: current employment
Apr 19, 2018 to presentfactForm ADV

Controls (1)

← S••••• E•••••• D•••OwnerMANAGING MEMBER / CCO, ownership code E, individual
Mar 18, 2018 to Oct 21, 2024factForm ADV

Dated events

Occurred
Mar 8, 2022
Regulatory AUM changed
I•••••••• F•••••••• reported RAUM $1.1B, up 44% from $735.8M (2021-03-30 to 2022-03-08)
Form ADVobserved 7 days ago
$326M
Occurred
Mar 18, 2018
First Form ADV filing
I•••••••• F•••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccfba76e-7e65-f796-b10c-28c7ab97957f
First observed: Mar 18, 2018
Last observed: Mar 4, 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.