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CRD 107218
FORT WAYNE, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALBERT THOMAS KOHOUT | n/a | FT. WAYNE, IN | FORT WAYNE, IN | 22 | 32 | 1 | no |
| MICHAEL BRADY MCARDLE | Certified Financial Planner | FORT WAYNE, IN | 19 | 27 | 4 | no |
| MELANIE SUE COLWELL | Certified Financial Planner | FORT WAYNE, IN | 19 | 21 | n/a | no |
| ANDREW W YOUNG | Certified Financial Planner | FORT WAYNE, IN | 13 | 14 | 1 | no |
| CHLOE ANNA Blythe | n/a | FORT WAYNE, IN | 13 | 13 | n/a | no |
| KEVIN DANIEL CHANDLER | Certified Financial Planner | FORT WAYNE, IN | 12 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KOHOUT, ALBERT, THOMAS | FINANCIAL PLANNER / OWNER | B | yes | 04/2003 | Feb 16, 2012 | Jan 30, 2024 |
| MCARDLE, MICHAEL, BRADY | CHIEF COMPLIANCE OFFICER - OWNER | B | yes | 03/2007 | Feb 16, 2012 | Jan 30, 2024 |
| Blythe, CHLOE, ANNA | FINANCIAL PLANNER/ OWNER | B | no | 01/2019 | Feb 2, 2026 | Feb 2, 2026 |
| CHANDLER, KEVIN, DANIEL | FINANCIAL PLANNER/ OWNER | B | no | 01/2019 | Feb 2, 2026 | Feb 2, 2026 |
| COLWELL, MELANIE, SUE | FINANCIAL PLANNER / OWNER | B | no | 03/2005 | Feb 16, 2012 | Jan 30, 2024 |
| YOUNG, ANDREW, W | FINANCIAL PLANNER / OWNER | B | no | 01/2019 | Jan 2, 2019 | Jan 30, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 2, 2026 | $929M | $929M | 15 | 6 | 0 | n/a | n/a |
| 2024 | Feb 5, 2025 | $768M | $768M | 16 | 6 | 0 | n/a | n/a |
| 2023 | Jan 30, 2024 | $632M | $632M | 17 | 6 | 0 | n/a | n/a |
| 2022 | Feb 2, 2023 | $563M | $563M | 17 | 6 | 0 | n/a | n/a |
| 2021 | Jan 10, 2022 | $621M | $621M | 17 | 6 | 0 | n/a | n/a |
| 2020 | Jan 28, 2021 | $553M | $553M | 17 | 7 | 0 | n/a | n/a |
| 2019 | Feb 6, 2020 | $484M | $484M | 15 | 7 | 0 | n/a | n/a |
| 2018 | Jan 22, 2019 | $435M | $435M | 14 | 7 | 1 | n/a | n/a |
| 2017 | Jan 19, 2018 | $449M | $449M | 14 | 7 | 1 | n/a | n/a |
| 2016 | Jan 31, 2017 | $362M | $362M | 13 | 7 | n/a | n/a | n/a |
| 2015 | Feb 17, 2016 | $360M | $360M | 13 | 7 | n/a | n/a | n/a |
| 2014 | Jan 20, 2015 | $404M | $404M | 12 | 7 | n/a | n/a | n/a |
| 2013 | Jan 24, 2014 | $358M | $358M | 11 | 6 | n/a | n/a | n/a |
| 2012 | Jan 28, 2013 | $305M | $305M | 9 | 4 | n/a | n/a | n/a |
| 2011 | Feb 16, 2012 | $277M | $277M | n/a | n/a | n/a | n/a | n/a |
| 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 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $929M | $768M | 21.1% | $563M | 18.2% | 15 | 16 | 0 | 0 |