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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CDA GROUP

CAPITAL DESIGN ASSOCIATES GROUP, LLC, CRD 151838

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f06cff38-4b0f-d495-6bb2-d39469e10e31

Data as of Jun 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2012 to Jun 30, 2020
21 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: $481MItem 5.F on the latest filing (2020-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $481MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,000
Individual clients: 194
High net worth clients: 118
SEC number: 801-70794
CRD: 151838
Filings on the tape: 21
First filed: Mar 13, 2012
Latest filed: Jun 30, 2020
Organised: Limited Liability Company, South Carolina

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
GIGUERE FINANCIAL MANAGEMENT, INC.	OWNER/MEMBER	B	yes	01/2015	Apr 22, 2015	Jun 30, 2020
GIGUERE, JEFFREY, KENT	OWNER/PRESIDENT	E	yes	01/2015	Apr 22, 2015	Jun 30, 2020
GIGUERE, JEFFREY, KENT	COO/MEMBER	Na	yes	06/2018	Apr 22, 2015	Jun 30, 2020
SCHOFIELD CAPITAL MANAGEMENT, LLC	OWNER/MANAGING MEMBER	E	yes	01/2015	Apr 22, 2015	Jun 30, 2020
SCHOFIELD, JOSEPH, DAVID	OWNER/MANAGING MEMBER	E	yes	01/2015	Apr 22, 2015	Jun 30, 2020
SCHOFIELD, JOSEPH, DAVID	CCO/CEO/MEMBER	Na	yes	06/2018	Apr 22, 2015	Jun 30, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CANDICE L. ARMSTRONG	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Salem	Sc	United States	3	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
2019	Mar 30, 2020	$481M	$0	3	3	1	n/a	n/a
2018	Mar 21, 2019	$399M	$0	9	2	1	n/a	n/a
2017	Mar 24, 2018	$406M	$0	9	4	0	n/a	n/a
2016	Feb 6, 2017	$400M	$0	10	4	n/a	n/a	n/a
2015	Mar 21, 2016	$301M	$0	10	4	n/a	n/a	n/a
2014	Mar 11, 2015	$294M	$0	9	6	n/a	n/a	n/a
2013	Mar 20, 2014	$248M	$0	10	4	n/a	n/a	n/a
2012	Feb 28, 2013	$213M	$0	9	5	n/a	n/a	n/a
2011	Mar 13, 2012	$150M	$0	n/a	n/a	n/a	n/a	n/a

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
2019	$481M	$399M	20.5%	$400M	6.3%	3	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
BEACON POINTE ADVISORS, LLC	3	Mar 8, 2021	Jan 12, 2026	GREENVILLE, SC	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (4)

← SCHOFIELD, JOSEPH, DAVIDOwnerOWNER/MANAGING MEMBER, ownership code E, individual
Apr 22, 2015 to presentfactForm ADV
← GIGUERE, JEFFREY, KENTOwnerOWNER/PRESIDENT, ownership code E, individual
Apr 22, 2015 to presentfactForm ADV
← GIGUERE FINANCIAL MANAGEMENT, INC.OwnerOWNER/MEMBER, ownership code B, domestic entity
Apr 22, 2015 to presentfactForm ADV
← SCHOFIELD CAPITAL MANAGEMENT, LLCOwnerOWNER/MANAGING MEMBER, ownership code E, domestic entity
Apr 22, 2015 to presentfactForm ADV

Moved with (1)

→ BEACON POINTE ADVISORS, LLCRegistered adviser3 advisors, firm absorbed, same day
Mar 8, 2021 to Jan 12, 2026factForm ADV

Registered with (7)

← JOSEPH DAVID SCHOFIELDAdvisorregistration: previous registration
Dec 15, 2009 to Mar 8, 2021factForm ADV
← STEVEN THOMAS BRIGHTAdvisorregistration: previous registration
Apr 4, 2019 to Mar 8, 2021factForm ADV
← JEFFREY KENT GIGUEREAdvisorregistration: previous registration
Mar 15, 2010 to Mar 8, 2021factForm ADV
← Joseph Francis MontgomeryAdvisorregistration: previous registration
Aug 29, 2011 to Aug 31, 2018factForm ADV
← DONALD LAWRENCE REICHERTAdvisorregistration: previous registration
Dec 15, 2009 to Jul 25, 2018factForm ADV
← William E CappelmannAdvisorregistration: previous registration
Mar 24, 2016 to Jan 30, 2018factForm ADV
← MARK DANIEL MCGRAILAdvisorregistration: previous registration
Dec 20, 2011 to Apr 29, 2015factForm ADV

Dated events

Occurred
Apr 22, 2015
Succession filed (Item 4)
Capital Design Associates Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f06cff38-4b0f-d495-6bb2-d39469e10e31
First observed: Mar 13, 2012
Last observed: Jun 30, 2020 75 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.

CDA GROUP

CAPITAL DESIGN ASSOCIATES GROUP, LLC, CRD 151838

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f06cff38-4b0f-d495-6bb2-d39469e10e31

Data as of Jun 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GIGUERE FINANCIAL MANAGEMENT, INC.

OWNER/MEMBER

yes

01/2015

Apr 22, 2015

Jun 30, 2020

GIGUERE, JEFFREY, KENT

OWNER/PRESIDENT

yes

01/2015

Apr 22, 2015

Jun 30, 2020

GIGUERE, JEFFREY, KENT

COO/MEMBER

yes

06/2018

Apr 22, 2015

Jun 30, 2020

SCHOFIELD CAPITAL MANAGEMENT, LLC

OWNER/MANAGING MEMBER

yes

01/2015

Apr 22, 2015

Jun 30, 2020

SCHOFIELD, JOSEPH, DAVID

OWNER/MANAGING MEMBER

yes

01/2015

Apr 22, 2015

Jun 30, 2020

SCHOFIELD, JOSEPH, DAVID

CCO/CEO/MEMBER

yes

06/2018

Apr 22, 2015

Jun 30, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CANDICE L. ARMSTRONG

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Salem

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 30, 2020

$481M

n/a

2018

Mar 21, 2019

$399M

n/a

2017

Mar 24, 2018

$406M

n/a

2016

Feb 6, 2017

$400M

n/a

2015

Mar 21, 2016

$301M

n/a

2014

Mar 11, 2015

$294M

n/a

2013

Mar 20, 2014

$248M

n/a

2012

Feb 28, 2013

$213M

n/a

2011

Mar 13, 2012

$150M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$481M

$399M

20.5%

$400M

6.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON POINTE ADVISORS, LLC

Mar 8, 2021

Jan 12, 2026

GREENVILLE, SC

Firm absorbed

RIA to RIA

100.0%