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

$31.7MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$31.7M

Private client RAUM

$31.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Employees

7

Advisory employees

5

Offices

5Schedule D 1.F, beyond the principal office

Accounts

170

Individual clients

160

High net worth clients

10

Custody, client assets

$0

SEC number

801-41117

CRD

108749

Filings on the tape

1

First filed

Mar 25, 2026

Latest filed

Mar 25, 2026

Organised

Corporation, OH

• Occurred

  Apr 8, 2025
  Advisor changed firm

  Richard Charles King left Wealth Management Group for Rfg Advisory, Llc (registered 2025-02-19)

  Form ADVobserved 6 days ago
• Occurred

  Dec 3, 2024
  Advisor changed firm

  Norman Gregory Grevey left Wealth Management Group for Private Advisor Group, Llc (registered 2024-02-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d16a7c81-1166-cf95-63c9-c0208874eea5

First observed

Mar 25, 2026

Last observed

Mar 25, 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.