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

$144MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$126M

Private client RAUM

$144MderivedItem 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

$144Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

48

High net worth clients

30

SEC number

801-78096

CRD

167858

Filings on the tape

30

First filed

May 16, 2013

Latest filed

May 6, 2026

Organised

Limited Liability Company, DE

• Occurred

  May 16, 2013
  First Form ADV filing

  Todo Capital, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec4f778a-7311-223a-e3ad-b7d6d438257a

First observed

May 16, 2013

Last observed

May 6, 2026 4 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.