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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$371MItem 5.F on the latest filing (2026-01-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$368M

Private client RAUM

$371MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$371Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

681

Individual clients

32

High net worth clients

120

Custody, client assets

$151M

SEC number

801-111957

CRD

126911

Filings on the tape

19

First filed

Sep 28, 2017

Latest filed

Jan 14, 2026

Organised

Sole Proprietorship, MA

Website

craigduvarney.com

• Occurred

  Sep 28, 2017
  First Form ADV filing

  Craig Duvarney, Cfp filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e7cd55c4-4aff-165e-9d6d-f9c12eddced2

First observed

Sep 28, 2017

Last observed

Jan 14, 2026 8 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.