DFX Intelligence

S•••••• F•••••••• P•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S•••••• F•••••••• P•••••••• L••

CRD 297858

BETHESDA, MD

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Search this name across graphsid dfx:ria:f40d38e2-f5f9-9401-442f-39428d2b535c

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 12
On other graphs: 0
Observed: Jul 3, 2018 to May 21, 2026
44 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: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $682M••• Locked
Discretionary RAUM: $622M
Private client RAUM: $573Mderived••• Locked
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $682Mderived

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• F••••••••• J•••	MANAGING PARTNER	C	yes	07/2018	Jul 3, 2018	Nov 6, 2024
M••••••• B••••• B••••••	VP, DIRECTOR OF INVESTMENTS	Na	yes	10/2021	Dec 8, 2021	Nov 6, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	5	-4	500.0%	0	0	0	3	7

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$682M	$575M	18.5%	$364M	23.2%	11	11	3	4

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••• W•••••• L••	2	Jun 15, 2026	Jun 23, 2026	BETHESDA, MD	Team lift out	RIA to RIA	40.0%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
W•••• F•••• A•••••••	2	Sep 17, 2018	Sep 11, 2018	BETHESDA, MD	Team lift out	Wirehouse to new firm	0.1%

Relationships

Registered with (9)

← B•••• C•••••• S•••••••Advisorregistration: current employment
Sep 11, 2018 to presentfactForm ADV
← F•••••••• J••• B••••••••Advisorregistration: previous registration
Sep 11, 2018 to Jun 15, 2026factForm ADV
← Blake MillardAdvisorregistration: previous registration
Nov 5, 2024 to Jun 15, 2026factForm ADV
← DANIEL Harton CHRISTENSON

Dated events

Occurred
Jun 15, 2026
Team lift-out
2 advisors left S•••••• F•••••••• P•••••••• L•• (Bethesda, MD) for A••• W•••••• L•• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
Jun 15, 2026
Advisor changed firm
Steven Jacob Scott left S•••••• F•••••••• P•••••••• L•• for A••• W•••••• L•• (registered 2026-06-23)
Form ADVobserved 7 days ago
Occurred
Jun 15, 2026
Advisor changed firm
Frederick John Bohlander left S•••••• F•••••••• P•••••••• L•• for A••• W•••••• L•• (registered 2026-07-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f40d38e2-f5f9-9401-442f-39428d2b535c
First observed: Jul 3, 2018
Last observed: May 21, 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.