G•••• T••••• C•••••• M••••••••• L••

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.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$16.0M••• Locked

Discretionary RAUM

$16.0M

Private client RAUM

$0derived••• Locked

Private client share

0%derivedprivate client RAUM over total RAUM

Employees

4

Advisory employees

2

Offices

• Occurred

  Dec 31, 2023
  Team lift-out

  2 advisors left C•••••••• I••••••••• M••••••••• L•• (New Orleans, LA) for G•••• T••••• C•••••• M••••••••• L•• on the same day

  Form ADVobserved 7 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd8c4b09-5069-426a-d233-5edc657df05a

First observed

Feb 27, 2026

Last observed

Feb 27, 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.