H••••••••• F•••••••• L••

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=0.73 fund_share=0.0 institutional_share=0.26 related_bd=true related_bank=false bd_reps=5.0

Regulatory AUM

$492M••• Locked

Discretionary RAUM

$457M

Private client RAUM

$361Mderived••• Locked

Private client share

73%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$98.4Mderived

• Occurred

  Mar 25, 2026
  Regulatory AUM changed

  H••••••••• F•••••••• L•• reported RAUM $492.1M, up 30% from $378.3M (2025-03-26 to 2026-03-25)

  Form ADVobserved 7 days ago
  $114M
• Occurred

  Mar 30, 2022
  Advisor changed firm

  Michael J Steinebach left H••••••••• F•••••••• L•• for Lpl Financial Llc (registered 2022-03-23)

  Form ADVobserved 7 days ago
• Occurred

  Dec 5, 2018
  First Form ADV filing

  H••••••••• F•••••••• L•• filed its initial SEC registration (Form ADV)

  Form ADVobserved 7 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f202741b-7a1e-6046-613e-47daaac06ac3

First observed

Dec 5, 2018

Last observed

Jul 31, 2026 53 days 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.