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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

O••••• F•••••••• G••••• L••

O••••• F•••••••• G••••• L••. LLC, CRD 105303

CARMEL, IN

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Search this name across graphsid dfx:ria:d78ab907-70f2-30e0-3c7d-be1d46844703

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 176
Dated events: 39
On other graphs: 4
Observed: Mar 29, 2012 to Jul 9, 2026
49 observations

Across DFX

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

Private Equityidentity

O••••• F•••••••• G••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

O••••• F•••••••• G••••• L••

Capital provider to sponsors · shared crd

Private Creditidentity

O••••• F•••••••• G••••• L••

Private credit manager · shared crd

Real Estate Fundsidentity

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.59 fund_share=0.19 institutional_share=0.16 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $23BItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12B
Private client RAUM: $14BderivedItem 5.D individuals plus high net worth individuals
Private client share: 59%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 50
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 50

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••••• H•• S••••••	n/a	CARMEL, IN	27	43	2	no
J•••••• H••• T••••••••	Certified Financial Planner	CARMEL, IN	27	44

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 91

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••• R•• D••••••••• S••••••••• F•••• L••	Hedge Fund	$1.1B	Jul 9, 2026	287	Mar 30, 2022	reported	021-404029
P•••••••• M••••••• L••	Private Equity Fund	$571M

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
B••••• K•••••••• R•	CO-MANAGING PARTNER, CORPORATE DIRECTOR	Na	yes	01/2018	Jul 9, 2026	Jul 9, 2026
B•••• J•••••• D•	CHIEF DEVELOPMENT OFFICER	Na	yes	04/2024	Jul 9, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S••••• R•• B•••••• S••••••• I•••	n/a	n/a	n/a	Y	yes	n/a
T•• T•••• C•••••• O• O•••••	n/a	n/a	n/a	Y	yes	In

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Minneapolis	Mn	United States	4	no
Atlanta	Ga	United States	3	no
PALM BEACH	FL	United States	2	no
Chicago	IL	United States	2	no
GRAND RAPIDS	Mi

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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
4	1	3	2.0%	1	0	0	13	8

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$23B	$20B	18.7%	$16B	14.4%	156	154	6	6

Relationships

showing 80 of 176

Registered with (25)

← SCOTT K RYANAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Ashlee Danette WaltonAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← NEAL Gregg D••••Advisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← R•••••• G••••• D•••••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 17, 2025
Advisor changed firm
John R••••• Denger left O••••• F•••••••• G••••• L•• for Captrust (registered 2025-11-11)
Form ADVobserved 7 days ago
Occurred
Aug 19, 2025
Advisor changed firm
Grayson Elizabeth Miller left O••••• F•••••••• G••••• L•• for Waterloo Capital (registered 2026-07-27)
Form ADVobserved 7 days ago
Occurred
Mar 17, 2025
Advisor changed firm
Hannah Jill Cash left O••••• F•••••••• G••••• L•• for Citrin Cooperman Wealth Management, Llc (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d78ab907-70f2-30e0-3c7d-be1d46844703
First observed: Mar 29, 2012
Last observed: Jul 9, 2026 2 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.

2025	Mar 31, 2026	$23B	$12B	156	36	6	48	n/a
2024	Apr 1, 2025	$20B	$9.0B	154	34	6	46	n/a
2023	Mar 27, 2024	$18B	$7.8B	150	35	6	53	$2.9B
2022	Mar 24, 2023	$16B	$6.5B	159	33	6	52	$2.0B
2021	Mar 30, 2022	$17B	$7.3B	133	30	4	52	$1.6B
2020	Mar 30, 2021	$15B	$6.3B	117	27	4	45	$1.2B
2019	Apr 28, 2020	$13B	$5.7B	113	28	4	43	$949M
2018	Mar 27, 2019	$11B	$3.9B	153	28	4	45	$872M
2017	Mar 30, 2018	$12B	$3.1B	150	26	4	37	$797M
2016	Mar 30, 2017	$13B	$2.5B	150	26	n/a	32	$582M
2015	Mar 30, 2016	$14B	$2.7B	145	30	n/a	31	$571M
2014	Mar 30, 2015	$14B	$2.2B	130	30	n/a	29	$645M
2013	Mar 28, 2014	$12B	$1.7B	130	30	n/a	32	$723M
2012	Mar 28, 2013	$11B	$1.0B	130	30	n/a	29	$610M
2011	Mar 29, 2012	$10B	$473M	n/a	n/a	n/a	27	$612M