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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FULL FINANCIAL INC.

CRD 330574

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:dd5720d9-1ff7-b582-8a96-bcba981d50d0

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 8, 2024 to Mar 6, 2026
6 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: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $290MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $262M
Private client RAUM: $258MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $96.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 719
Individual clients: 205
High net worth clients: 54
SEC number: 801-129858
CRD: 330574
Filings on the tape: 6
First filed: Mar 8, 2024
Latest filed: Mar 6, 2026
Organised: Corporation, CO
Website: fullfinancial.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
MATTHEW JOSEPH RILLOS	Certified Financial Planner	GOLDEN, CO	2	18	1	no
JOSEPH LOUIS RILLOS	Chartered Financial Consultant	Golden, CO	0	42	1	no
Joshua Bruce Rillos	n/a	GOLDEN, CO	0	11	n/a	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
RILLOS, MATTHEW, JOSEPH	OWNER, PRESIDENT, FINANCIAL ADVISOR, CCO	E	yes	02/2024	Mar 8, 2024	Jun 29, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	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
2025	Mar 6, 2026	$290M	$262M	2	2	1	n/a	n/a
2024	Mar 3, 2025	$248M	$225M	2	2	1	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
1	0	1	0.0%	0	0	0	2	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	$290M	$248M	16.9%	n/a	n/a	2	2	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FINANCIAL COUNSELING ASSOCIATES, INC	2	Jun 13, 2024	Nov 10, 2025	GOLDEN, CO	Team lift out	RIA to RIA	50.0%

Relationships

Registered with (3)

← Joshua Bruce RillosAdvisorregistration: current employment
Jul 7, 2026 to presentfactForm ADV
← JOSEPH LOUIS RILLOSAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← MATTHEW JOSEPH RILLOSAdvisorregistration: current employment
Apr 8, 2024 to presentfactForm ADV

Moved with (1)

← FINANCIAL COUNSELING ASSOCIATES, INCRegistered adviser2 advisors, team lift out, same day
Jun 13, 2024 to Nov 10, 2025factForm ADV

Controls (1)

← RILLOS, MATTHEW, JOSEPHOwnerOWNER, PRESIDENT, FINANCIAL ADVISOR, CCO, ownership code E, individual
Mar 8, 2024 to Jun 29, 2024factForm ADV

Dated events

Occurred
Jun 29, 2024
Regulatory AUM changed
Full Financial Inc. reported RAUM $217.5M, up 98% from $110.0M (2024-04-04 to 2024-06-29)
Form ADVobserved 3 days ago
$108M
Occurred
Jun 13, 2024
Team lift-out
2 advisors left Financial Counseling Associates, Inc (Golden, CO) for Full Financial Inc. on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 8, 2024
First Form ADV filing
Full Financial Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd5720d9-1ff7-b582-8a96-bcba981d50d0
First observed: Mar 8, 2024
Last observed: Mar 6, 2026 6 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.

FULL FINANCIAL INC.

CRD 330574

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:dd5720d9-1ff7-b582-8a96-bcba981d50d0

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW JOSEPH RILLOS

Certified Financial Planner

GOLDEN, CO

JOSEPH LOUIS RILLOS

Chartered Financial Consultant

Golden, CO

Joshua Bruce Rillos

n/a

GOLDEN, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RILLOS, MATTHEW, JOSEPH

OWNER, PRESIDENT, FINANCIAL ADVISOR, CCO

yes

02/2024

Mar 8, 2024

Jun 29, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$290M

$262M

n/a

2024

Mar 3, 2025

$248M

$225M

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

$290M

$248M

16.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FINANCIAL COUNSELING ASSOCIATES, INC

Jun 13, 2024

Nov 10, 2025

GOLDEN, CO

Team lift out

RIA to RIA

50.0%