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D••• ACQUISITIONS INC., CRD 135281
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J••••••• D••• | n/a | Woodland Hills, CA | 17 | 22 | 2 | no |
| Z••• L• G••••••• | n/a | MIAMI, FL | PLANO, TX | 16 | 16 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D•••• J••••••• | President | E | yes | 01/2004 | May 2, 2018 | Oct 28, 2024 |
| G•••••••• Z•••• L• | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2009 | May 2, 2018 | Oct 28, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Dallas | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 16.7% | 0 | 0 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $682M | $620M | 9.9% | $247M | 40.2% | 9 | 9 | 0 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| E•••••• A••••••• G••••• L•• | 2 | Jul 16, 2025 | Aug 20, 2025 | GREENWOOD VILLAGE, CO | Team lift out | Ibd to RIA | 0.2% |
| F••••• I••••••••• | 2 | May 19, 2025 | May 27, 2025 |
| no |
| J•••••• M•••••• B••••• | n/a | PLANO, TX | 3 | 12 | 5 | no |
| R••••• J••••••• B••••• | n/a | PLANO, TX | 1 | 10 | 2 | no |
| S•••••••• O•••• L••••••••• | n/a | PLANO, TX | 1 | 12 | 1 | no |
| R•••••• W•••• B••• | n/a | PLANO, TX | AUSTIN, TX | 1 | 14 | 2 | no |
| $682M |
| $682M |
| 9 |
| 7 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 28, 2025 | $620M | $620M | 9 | 4 | 1 | n/a | n/a |
| 2023 | Mar 4, 2024 | $427M | $427M | 9 | 5 | 1 | n/a | n/a |
| 2022 | Mar 17, 2023 | $247M | $247M | 7 | 4 | 2 | n/a | n/a |
| 2021 | Mar 8, 2022 | $290M | $288M | 8 | 4 | 1 | n/a | n/a |
| 2020 | Mar 18, 2021 | $191M | $191M | 8 | 4 | 1 | n/a | n/a |
| 2019 | Mar 26, 2020 | $194M | $194M | 6 | 5 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $149M | $149M | 6 | 4 | 1 | n/a | n/a |
| PLANO, TX |
| Team lift out |
| RIA to RIA |
| 0.1% |