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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

BOND TECH INC

CRD 105979

BELLBROOK, OH

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:dd2b5b1d-82a8-7018-da00-c06f7aa71069

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 5
On other graphs: 1
Observed: Nov 23, 2011 to Apr 1, 2026
20 observations

Across DFX

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

Allocatorsidentity

Bond Tech Inc

Investment consultant · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.28 fund_share=0.0 institutional_share=0.72 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $222MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $220M
Private client RAUM: $63.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 28%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 382
Individual clients: 110
High net worth clients: 18
SEC number: 801-45443
CRD: 105979
Filings on the tape: 20
First filed: Nov 23, 2011
Latest filed: Apr 1, 2026
Organised: Corporation, OH
Website: creeksidewealth.com

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
BRAD L DRAGER	n/a	BELLBROOK, OH	9	18	6	no
Samantha Jean Carver	n/a	BELLBROOK, OH	3	10	1	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
DRAGER, BRAD, L	PRESIDENT / CCO	E	yes	12/2017	Mar 8, 2017	Mar 26, 2024

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
2025	Apr 1, 2026	$222M	$220M	2	2	0	n/a	n/a
2024	Mar 31, 2025	$184M	$183M	2	2	0	n/a	n/a
2023	Mar 26, 2024	$148M	$147M	2	2	0	n/a	n/a
2022	Jan 6, 2023	$120M	$119M	2	2	0	n/a	n/a
2021	Mar 31, 2022	$77.3M	$77.3M	3	2	0	n/a	n/a
2020	Mar 31, 2021	$68.6M	$68.6M	3	2	0	n/a	n/a
2019	Apr 1, 2020	$44.4M	$44.4M	2	2	0	n/a	n/a
2018	Mar 30, 2019	$62.6M	$62.6M	2	2	0	n/a	n/a
2017	Mar 20, 2018	$200M	$0	3	3	1	n/a	n/a
2016	Mar 8, 2017	$266M	$266M	4	3	n/a	n/a	n/a
2015	Mar 18, 2016	$261M	$261M	3	3	n/a	n/a	n/a
2014	Mar 13, 2015	$282M	$282M	3	3	n/a	n/a	n/a
2013	Mar 24, 2014	$338M	$338M	3	3	n/a	n/a	n/a
2012	Mar 1, 2013	$136M	$136M	3	3	n/a	n/a	n/a
2011	Feb 27, 2012	$310M	$310M	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	0	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
2025	$222M	$184M	20.4%	$120M	22.8%	2	2	0	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	2	Apr 3, 2017	Mar 15, 2017	SPRINGBORO, OH	Team lift out	Other	0.1%

Relationships

Registered with (3)

← Samantha Jean CarverAdvisorregistration: current employment
Jan 27, 2023 to presentfactForm ADV
← BRAD L DRAGERAdvisorregistration: current employment
Mar 14, 2017 to presentfactForm ADV
← JOHN WILLIAM BACHAdvisorregistration: previous registration
Mar 15, 2017 to Jan 6, 2023factForm ADV

Controls (1)

← DRAGER, BRAD, LOwnerPRESIDENT / CCO, ownership code E, individual
Mar 8, 2017 to Mar 26, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Apr 3, 2017 to Mar 15, 2017factForm ADV

Dated events

Occurred
Jan 6, 2023
Control person left
William John Bach (Vice President) no longer on Schedule A of Bond Tech Inc (listed 2022-03-31, absent 2023-01-06)
Form ADVobserved 4 days ago
Occurred
Jan 6, 2023
Control person left
Michelle Tanya Olvera (Chief Compliance Officer) no longer on Schedule A of Bond Tech Inc (listed 2022-03-31, absent 2023-01-06)
Form ADVobserved 4 days ago
Occurred
Jan 6, 2023
Advisor changed firm
John William Bach left Bond Tech Inc for Invest Capital Partners (registered 2017-04-12)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person joined
Michelle Tanya Olvera (Chief Compliance Officer) appeared on Schedule A of Bond Tech Inc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2019
Regulatory AUM changed
Bond Tech Inc reported RAUM $62.6M, down 69% from $199.7M (2018-03-20 to 2019-03-30)
Form ADVobserved 4 days ago
$-137M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd2b5b1d-82a8-7018-da00-c06f7aa71069
First observed: Nov 23, 2011
Last observed: Apr 1, 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.

BOND TECH INC

CRD 105979

BELLBROOK, OH

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:dd2b5b1d-82a8-7018-da00-c06f7aa71069

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRAD L DRAGER

n/a

BELLBROOK, OH

Samantha Jean Carver

n/a

BELLBROOK, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DRAGER, BRAD, L

PRESIDENT / CCO

yes

12/2017

Mar 8, 2017

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$222M

$220M

n/a

2024

Mar 31, 2025

$184M

$183M

n/a

2023

Mar 26, 2024

$148M

$147M

n/a

2022

Jan 6, 2023

$120M

$119M

n/a

2021

Mar 31, 2022

$77.3M

n/a

2020

Mar 31, 2021

$68.6M

n/a

2019

Apr 1, 2020

$44.4M

n/a

2018

Mar 30, 2019

$62.6M

n/a

2017

Mar 20, 2018

$200M

n/a

2016

Mar 8, 2017

$266M

n/a

2015

Mar 18, 2016

$261M

n/a

2014

Mar 13, 2015

$282M

n/a

2013

Mar 24, 2014

$338M

n/a

2012

Mar 1, 2013

$136M

n/a

2011

Feb 27, 2012

$310M

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

2025

$222M

$184M

20.4%

$120M

22.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 3, 2017

Mar 15, 2017

SPRINGBORO, OH

Team lift out

Other

0.1%