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CRD 335128
ADA, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Andrew Harold Fabiano | Chartered Financial Analyst | ADA, MI | 1 | 27 | n/a | no |
| Stephen Craig Wilbur | Certified Financial Planner | ADA, MI | 1 | 10 | n/a | no |
| Daniel Baird Rausch | n/a | ADA, MI | 0 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Fabiano, Andrew, Harold | CHIEF INVESTMENT OFFICER | D | yes | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| Gibbs, Joshua, Kirk | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | A | yes | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| GOHEEN, JOCELYN | CLIENT ADVISOR | Na | no | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| Rausch, Daniel, Baird | INVESTMENT ADVISOR | A | no | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| RIMAR DEVELOPMENT, INC | Member | B | no | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| Wilbur, Stephen, Craig | FAMILY OFFICE PORTFOLIO MANAGER | A | no | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| Zandee, Donna | TRUST ADVISOR | B | no | 01/2026 | Jul 16, 2026 | Jul 16, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $858M | $781M | 6 | 3 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $0 | $0 | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $858M | $0 | n/a | n/a | n/a | 6 | 2 | 0 | 0 |