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C•• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

C•• W••••• M•••••••••

C•• W••••• M••••••••• LLC, CRD 325288

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Search this name across graphsid dfx:ria:d4f6dc83-4f4d-ba19-594d-843f48bbb6db

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2026 to Aug 13, 2026
2 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $122MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $122M
Private client RAUM: $122MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C••••••••• J••• C•••••••	n/a	OLNEY, MD	3	16	n/a	no
J••• V•••••	n/a	Baltimore, MD	3	10

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•• 3• H••••••• L••	Owner	E	yes	02/2023	Aug 13, 2026	Aug 13, 2026
C•••••••• C••••••••• J•••	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	02/2023	Aug 13, 2026

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	1	0	1	1

Relationships

Controls (4)

← C•••• L••OwnerOWNER, ownership code B, domestic entity
Aug 13, 2026 to presentfactForm ADV
← M•• C• C••••••••• I••OwnerOWNER, ownership code B, domestic entity
Aug 13, 2026 to presentfactForm ADV
← A•• 3• H••••••• L••OwnerOWNER, ownership code E, domestic entity
Aug 13, 2026 to presentfactForm ADV
← C•••••••• C••••••••• J•••OwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 13, 2026 to presentfact

Dated events

Occurred
Aug 13, 2026
Advisor changed firm
Chayne M Riggs left C•• W••••• M••••••••• for Base Wealth Management (registered 2026-08-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4f6dc83-4f4d-ba19-594d-843f48bbb6db
First observed: Jul 10, 2026
Last observed: Aug 13, 2026 40 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.