DFX Intelligence

Data Factory

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

LONGBOAT KEY FINANCIAL GROUP, LLC

CRD 138830

LONGBOAT KEY, FL

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:daae609f-5f17-3a1e-f65d-746efdfe2d30

Data as of Jul 11, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2012 to Jul 11, 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: $38.6MItem 5.F on the latest filing (2012-07-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $38.6M
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: 0
Accounts: 702
SEC number: 801-67197
CRD: 138830
Filings on the tape: 5
First filed: Mar 14, 2012
Latest filed: Jul 11, 2012
Organised: Limited Liability Company, Florida

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
MELDAHL, CRAIG, DOUGLAS	PRESIDENT (MANAGING MEMBER)	E	yes	12/2005	Mar 14, 2012	Jul 11, 2012

Offices

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

City	State	Country	Employees	Also broker-dealer
Bradenton	FL	United States	n/a	no
n/a	n/a	n/a	n/a	no

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	Mar 14, 2012	$38.6M	$38.6M	n/a	n/a	n/a	n/a	n/a

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	$38.6M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

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
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.	2	Dec 31, 2021	Nov 19, 2021	PALMETTO, FL	Team lift out	Other	100.0%

Relationships

Controls (1)

← MELDAHL, CRAIG, DOUGLASOwnerPRESIDENT (MANAGING MEMBER), ownership code E, individual
Mar 14, 2012 to presentfactForm ADV

Registered with (3)

← REID T WINDERAdvisorregistration: previous registration
Oct 27, 2006 to Dec 31, 2021factForm ADV
← Craig Douglas MeldahlAdvisorregistration: previous registration
Oct 19, 2006 to Dec 31, 2021factForm ADV
← MICHAEL TILTON DOLLAdvisorregistration: previous registration
Apr 25, 2013 to Sep 9, 2019factForm ADV

Moved with (1)

→ TOTAL WEALTH PLANNING AND MANAGEMENT, INC.Registered adviser2 advisors, team lift out, same day
Dec 31, 2021 to Nov 19, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:daae609f-5f17-3a1e-f65d-746efdfe2d30
First observed: Mar 14, 2012
Last observed: Jul 11, 2012 172 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.

LONGBOAT KEY FINANCIAL GROUP, LLC

CRD 138830

LONGBOAT KEY, FL

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:daae609f-5f17-3a1e-f65d-746efdfe2d30

Data as of Jul 11, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MELDAHL, CRAIG, DOUGLAS

PRESIDENT (MANAGING MEMBER)

yes

12/2005

Mar 14, 2012

Jul 11, 2012

City

State

Country

Employees

Also broker-dealer

Bradenton

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 14, 2012

$38.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$38.6M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Dec 31, 2021

Nov 19, 2021

PALMETTO, FL

Team lift out

Other

100.0%