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C•••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

C•••• A•••••••

J.W. C•••• A•••••••, LLC, CRD 129067

COLUMBUS, OH

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Search this name across graphsid dfx:ria:ee9fc529-5076-f74f-cc6d-609db1815a13

Data as of Apr 14, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 0
Observed: Nov 11, 2011 to Apr 14, 2025
29 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $587MItem 5.F on the latest filing (2025-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $534M
Private client RAUM: $562MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F•••••••• F•••• L••	Hedge Fund	$42.6M	Oct 22, 2014	3	Mar 27, 2012	dropped	021-186071

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• K••••• M••••••	Principal	C	yes	10/2007	Nov 11, 2011	Jul 18, 2024
C••••• J••••• W••••••	Principal	C	yes	09/2003	Nov 11, 2011

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$587M	$534M	10.0%	$515M	4.5%	9	9	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•• C•••••• M••••••••• L••	6	Sep 19, 2025	Oct 8, 2025	COLUMBUS, OH	Firm absorbed	RIA to RIA	100.0%

Relationships

Moved with (1)

→ M•• C•••••• M••••••••• L••Registered adviser6 advisors, firm absorbed, same day
Sep 19, 2025 to Oct 8, 2025factForm ADV

Registered with (7)

← J•••• W•••••• C••••Advisorregistration: previous registration
Nov 25, 2005 to Sep 19, 2025factForm ADV
← R••••• J••• H••••••Advisorregistration: previous registration
Apr 27, 2005 to Sep 19, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 19, 2025
Firm absorbed
C•••• A•••••••'s advisors moved to M•• C•••••• M••••••••• L•• (Columbus, OH): 6 of 6 registered, on the same day
Form ADVobserved 7 days ago
6 advisors
Occurred
Sep 19, 2025
Advisor changed firm
Frank William Siegel left C•••• A••••••• for M•• C•••••• M••••••••• L•• (registered 2025-10-03)
Form ADVobserved 7 days ago
Occurred
Sep 19, 2025
Advisor changed firm
Keith Michael Blankemeyer left C•••• A••••••• for M•• C•••••• M••••••••• L•• (registered 2025-10-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee9fc529-5076-f74f-cc6d-609db1815a13
First observed: Nov 11, 2011
Last observed: Apr 14, 2025 17 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.