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

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$49.2MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$39.0M

Private client RAUM

$39.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

79%derivedprivate client RAUM over total RAUM

Employees

3

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

180

Individual clients

152

High net worth clients

21

Custody, client assets

$0

CRD

313427

Filings on the tape

1

First filed

Aug 18, 2026

Latest filed

Aug 18, 2026

Organised

Limited Liability Company, KS

• Occurred

  May 29, 2026
  Advisor changed firm

  Derrick Jovon Gray Gibbs left Hdq Wealth for Smart Money Group, Llc (registered 2026-06-09)

  Form ADVobserved 4 days ago
• Occurred

  Dec 8, 2023
  Advisor changed firm

  William Nicholas Jenkins left Hdq Wealth for Moneta Group Investment Advisors, Llc (registered 2022-07-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f705442a-3b3a-3c94-8baf-cf74a0c7b2cb

First observed

Aug 18, 2026

Last observed

Aug 18, 2026 32 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.