DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A••••• C••••••

A••••• C•••••• MANAGEMENT GROUP, INC., CRD 123543

ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:dba607b3-3d4d-5277-f2c6-584a55e77519

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Mar 29, 2012 to Mar 30, 2026
24 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: asset managerderivedprivate_client_share=0.05 fund_share=0.95 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $191M••• Locked
Discretionary RAUM: $191M
Private client RAUM: $9.7Mderived••• Locked
Private client share: 5%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $95.6Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G•••••• T••••• W•••••	n/a	ALISO VIEJO, CA	0	24	3	no
M••• J•••• B•••••••	n/a	ALISO VIEJO, CA	0	12

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••••• F•••• L••	Hedge Fund	$5.6M	Jun 7, 2012	11	Mar 29, 2012	dropped	021-165115

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••••••• L•••••••• V••	CHIEF COMPLIANCE OFFICER	Na	yes	10/2015	Nov 30, 2015	Mar 28, 2024
W•••••• G••••••• T•••••	CHIEF EXECUTIVE OFFICER & PRESIDENT	E	yes	03/2012	Mar 29, 2012	Mar 28, 2024

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

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	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$191M	$310M	-38.2%	$657M	-33.7%	3	3	0	0

Relationships

Registered with (5)

← G•••••• T••••• W•••••Advisorregistration: previous registration
Aug 13, 2014 to Dec 31, 2014factForm ADV
← M••• J•••• B•••••••Advisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← T•••• M••••••• O••••••Advisorregistration: previous registration
Oct 7, 2017 to Jun 27, 2019factForm ADV
← R••• M•••••• M••••••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$-118M
Occurred
Mar 28, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$-267M
Occurred
Mar 28, 2024
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 29, 2023
Regulatory AUM changed

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dba607b3-3d4d-5277-f2c6-584a55e77519
First observed: Mar 29, 2012
Last observed: Mar 30, 2026 5 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.