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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

C••••• C•••••• M•••••••••

C•••••, LLC, CRD 288631

DEWITT, MI

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Search this name across graphsid dfx:ria:d80c6fe1-5f92-8c6b-7d98-7716761457d1

Data as of Jun 25, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 14
On other graphs: 1
Observed: Jun 28, 2017 to Jun 25, 2024
15 observations

Across DFX

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

Allocatorsidentity

C••••• C•••••• M•••••••••

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $649MItem 5.F on the latest filing (2024-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $649M
Private client RAUM: $157MderivedItem 5.D individuals plus high net worth individuals
Private client share: 24%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
C••••••• A•••••• K••••••	CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER	Na	yes	04/2021	Jun 28, 2017	Jun 25, 2024
E••• S••••••• M••••••	PRESIDENT/CEO/CHAIRMAN/SECRETARY	D	yes	04/2021	Jun 28, 2017

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

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

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
2023	$649M	$569M	14.0%	$662M	-0.7%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••••••••• I••••••••• A•••••••	3	Nov 26, 2024	Jan 1, 2026	DEWITT, MI	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C••••• C•••••• M•••••••••	2	Aug 21, 2017	Dec 19, 2017	DEWITT, MI	Channel change	Other	100.0%

Relationships

Controls (3)

← E••• S••••••• M••••••OwnerPRESIDENT/CEO/CHAIRMAN/SECRETARY, ownership code D, individual
Jun 28, 2017 to presentfactForm ADV
← V•••••• D••••••• J•••OwnerVICE PRESIDENT, CHIEF OPERATING OFFICER, ownership code C, individual
Jun 28, 2017 to presentfactForm ADV
← C••••••• A•••••• K••••••OwnerCHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER, ownership code NA, individual
Jun 28, 2017 to presentfactForm ADV

Moved with (2)

→ A••••••••• I••••••••• A•••••••

Dated events

Occurred
Nov 26, 2024
Firm absorbed
C••••• C•••••• M•••••••••'s advisors moved to A••••••••• I••••••••• A••••••• (Dewitt, MI): 3 of 3 registered, on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Nov 26, 2024
Advisor changed firm
Stephen Michael Erb left C••••• C•••••• M••••••••• for A••••••••• I••••••••• A••••••• (registered 2024-10-21)
Form ADVobserved 7 days ago
Occurred
Nov 26, 2024
Advisor changed firm
Michael John Voorheis left C••••• C•••••• M••••••••• for A••••••••• I••••••••• A••••••• (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d80c6fe1-5f92-8c6b-7d98-7716761457d1
First observed: Jun 28, 2017
Last observed: Jun 25, 2024 27 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.