DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DBA FAMILY WEALTH LEADERSHIP

ADVANTAGE ASSET MANAGEMENT, INC., CRD 111203

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d86ffac7-dc97-450b-a9e0-3c4fafdd0138

Data as of Jun 4, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2012 to Jun 4, 2012
5 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $25.0MItem 5.F on the latest filing (2012-06-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $12.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 120
SEC number: 801-60216
CRD: 111203
Filings on the tape: 5
First filed: Jan 5, 2012
Latest filed: Jun 4, 2012
Organised: Corporation, California

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
KEVIN PATRICK KOLSON	Certified Financial Planner	IRVINE, CA	21	21	1	no
CLIFFORD RICHARD KOLSON	n/a	IRVINE, CA	1	34	2	no

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
KOLSON, CLIFFORD, RICHARD	PRESIDENT/DIRECTOR	E	yes	08/2005	Jan 5, 2012	Jun 4, 2012
KOLSON, KEVIN, PATRICK	VICE PRESIDENT & SECRETARY & DIRECTOR	Na	yes	01/2006	Jan 5, 2012	Jun 4, 2012

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
2011	Jan 5, 2012	$25.0M	$0	n/a	n/a	n/a	n/a	n/a

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	0	0	0.0%	0	0	0	1	0

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
2011	$25.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Registered with (2)

← CLIFFORD RICHARD KOLSONAdvisorregistration: current employment
Sep 15, 2025 to presentfactForm ADV
← KEVIN PATRICK KOLSONAdvisorregistration: current employment
Jul 29, 2005 to presentfactForm ADV

Controls (2)

← KOLSON, CLIFFORD, RICHARDOwnerPRESIDENT/DIRECTOR, ownership code E, individual
Jan 5, 2012 to presentfactForm ADV
← KOLSON, KEVIN, PATRICKOwnerVICE PRESIDENT & SECRETARY & DIRECTOR, ownership code NA, individual
Jan 5, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d86ffac7-dc97-450b-a9e0-3c4fafdd0138
First observed: Jan 5, 2012
Last observed: Jun 4, 2012 174 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.

DBA FAMILY WEALTH LEADERSHIP

ADVANTAGE ASSET MANAGEMENT, INC., CRD 111203

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d86ffac7-dc97-450b-a9e0-3c4fafdd0138

Data as of Jun 4, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN PATRICK KOLSON

Certified Financial Planner

IRVINE, CA

CLIFFORD RICHARD KOLSON

n/a

IRVINE, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOLSON, CLIFFORD, RICHARD

PRESIDENT/DIRECTOR

yes

08/2005

Jan 5, 2012

Jun 4, 2012

KOLSON, KEVIN, PATRICK

VICE PRESIDENT & SECRETARY & DIRECTOR

yes

01/2006

Jan 5, 2012

Jun 4, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Jan 5, 2012

$25.0M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$25.0M

n/a