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=0.0

Regulatory AUM

$265MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$260M

Private client RAUM

$265MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$29.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,080

Individual clients

192

High net worth clients

70

Custody, client assets

$156M

SEC number

801-127948

CRD

291828

Filings on the tape

20

First filed

Feb 16, 2018

Latest filed

Jul 15, 2026

Organised

Limited Liability Company, IL

• Occurred

  Feb 24, 2026
  Advisor changed firm

  Michael Lance Hollis left The Dala Group, Llc for Tapestryfp (registered 2026-05-19)

  Form ADVobserved 5 days ago
• Occurred

  Feb 16, 2018
  First Form ADV filing

  The Dala Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9b7a08b-e866-0845-5a5a-8f71c6e3bb99

First observed

Feb 16, 2018

Last observed

Jul 15, 2026 2 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.