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CRD 286151
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 |
|---|---|---|---|---|---|---|
| ADAM FRANK CMEJLA | Certified Financial Planner | WESTFIELD, IN | 1 | 18 | 3 | no |
| JOHN ROBERT BOHNSACK | Certified Financial Planner | College Station, TX | WESTFIELD, IN | 1 | 19 | 3 | no |
| Kathleen Skowronek | Certified Financial Planner | Pittsburgh, PA | WESTFIELD, IN | 1 | 10 | 1 | no |
| DYLAN MICHAEL FITCHET | n/a | WESTFIELD, IN | Conneaut, OH | 0 | 12 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CMEJLA, ADAM, FRANK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 11/2011 | Jun 25, 2024 | Oct 9, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $119M | $103M | 7 | 4 | 3 | n/a | n/a |
| 2024 | Mar 28, 2025 | $80.4M | $80.3M | 5 | 3 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 25.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $119M | $80.4M | 48.5% | n/a | n/a | 7 | 5 | 3 | 2 |