DFX Intelligence

Data Factory

RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 100m 1b

G. A. REPPLE & COMPANY

CRD 17486

CASSELBERRY, FL

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:f8202d26-0b90-082c-5260-d320abd3ef3e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 125
Dated events: 27
On other graphs: 0
Observed: Mar 26, 2012 to Mar 30, 2026
33 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: broker-dealer affiliated wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=53.0
Regulatory AUM: $716MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $692M
Private client RAUM: $684MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 37
RAUM per advisor: $19.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 53
Advisory employees: 39
Offices: 20Schedule D 1.F, beyond the principal office
Accounts: 3,207
Individual clients: 3,139
High net worth clients: 0
SEC number: 801-63426
CRD: 17486
Filings on the tape: 33
First filed: Mar 26, 2012
Latest filed: Mar 30, 2026
Organised: Corporation, FL
Website: garepple.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 35

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GLENN ALLEN REPPLE	n/a	CASSELBERRY, FL	40	43	n/a	yes
JEFFREY DAVID WOODWARD	Chartered Financial Consultant	CASSELBERRY, FL \| OVIEDO, FL	35	35	n/a	yes
STEVEN RAY BAKER	n/a	CASSELBERRY, FL \| ESSEX, MD	28	36	n/a	no
ROBERT WARREN WOLFE	n/a	LAKE MARY, FL \| CASSELBERRY, FL	28	47	n/a	yes
BRYAN ALLEN REPPLE	n/a	CASSELBERRY, FL	27	27	n/a	yes
STEPHEN LEE SPEIRS	n/a	CASSELBERRY, FL \| Pensacola Beach, FL	23	44	n/a	yes
THOMAS CHARLES STROBHAR	n/a	CASSELBERRY, FL \| BEAVERCREEK, OH	22	36	1	yes
MEGAN NICOLE WOLFE	n/a	LAKE MARY, FL \| CASSELBERRY, FL	19	23	n/a	yes
JOEL DAVID MARTIN	n/a	CASSELBERRY, FL \| ST. PETERSBURG, FL	18	25	n/a	yes
NEAL PHILLIP ENGWALL	Certified Financial Planner\|Chartered Financial Consultant	SAINT PETERSBURG, FL \| CASSELBERRY, FL	16	23	1	yes
RICHARD BUTLER CROUSE	Certified Financial Planner	ALTAMONTE SPRINGS, FL \| CASSELBERRY, FL	16	39	1	yes
MARTIN FRANCIS HUMMEL	n/a	BEAVERCREEK, OH	15	19	n/a	yes
LANIS GERALD WEBB	n/a	CASSELBERRY, FL \| LAGUNA NIGUEL, CA	14	26	4	yes
T. JAMES WILLIAMS	n/a	CASSELBERRY, FL \| Fresno, CA	14	45	1	yes
DAVID J BRUNSWICK	n/a	CASSELBERRY, FL \| WAKE FOREST, NC	13	22	2	yes
BRIAN DAVID ANSEVIN	n/a	Rocky River, OH \| CASSELBERRY, FL	12	20	n/a	yes
BRENT JACKSON	Certified Financial Planner	BEAVERCREEK, OH \| GRAND RAPIDS, MI	12	13	1	yes
JOHN H CAMPBELL	n/a	BEAVERCREEK, OH \| Hilton Head Island, SC	11	19	n/a	yes
JEFFREY WARD BEEBE	Certified Financial Planner	CASSELBERRY, FL \| Traverse City, MI	11	11	n/a	yes
EDWARD LAMAR BROWN	Certified Financial Planner	ST. PETERSBURG, FL \| Tampa, FL	9	32	2	yes
JAMES EDWARD WARREN	n/a	ST. PETERSBURG, FL	9	20	n/a	yes
Michael William Mandarino	n/a	CASSELBERRY, FL \| APOLLO BEACH, FL	8	24	3	yes
Linden Everett Gould	n/a	CASSELBERRY, FL	8	31	7	yes
SHANA DENISE BURT	n/a	CASSELBERRY, FL \| ORANGE, TX	8	26	n/a	yes
David Joseph Brunswick	n/a	WAKE FOREST, NC	7	10	n/a	yes

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
G.A. REPPLE FINANCIAL GROUP, INC.	PARENT CORPORATION	E	yes	11/1985	Mar 26, 2012	Oct 30, 2024
MOYER, TIMOTHY GLENN	Cco	Na	yes	02/2020	Feb 28, 2020	Oct 30, 2024
REPPLE, GLENN ALLEN	MAJORITY STOCKHOLDER	E	yes	09/2008	Mar 26, 2012	Oct 30, 2024
REPPLE, GLENN ALLEN	PRESIDENT, GEN SEC PRINCIPAL	Na	yes	11/1985	Mar 26, 2012	Oct 30, 2024
WILSON, CHARLENE FAITH	Finop	Na	yes	12/2022	Feb 28, 2020	Oct 30, 2024

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
DAVID E. HITCHCOCK	n/a	n/a	n/a	N	no	n/a
G.A. REPPLE INSURANCE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
JOSEPH J. BILELLO	n/a	n/a	n/a	N	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
ST. PETERSBURG	FL	United States	5	yes
Louisville	Ky	United States	3	yes
Beavercreek	Oh	United States	3	yes
LAKE MARY	FL	United States	2	yes
Longwood	FL	United States	2	yes
WAKE FOREST	Nc	United States	2	yes
Jamestown	Nd	United States	2	yes
Hurricane	Wv	United States	2	yes
Fresno	CA	United States	1	yes
LAGUNA NIGUEL	CA	United States	1	yes
ALTAMONTE SPRINGS	FL	United States	1	yes
APOLLO BEACH	FL	United States	1	yes
Jacksonville	FL	United States	1	yes
Naples	FL	United States	1	no
Oviedo	FL	United States	1	yes
TRAVERSE CITY	Mi	United States	1	yes
ROCKY RIVER	Oh	United States	1	yes
PORT NECHES	TX	United States	1	yes
Aberdeen	Wa	United States	1	yes
n/a	n/a	n/a	1	no
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

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
2025	Mar 30, 2026	$716M	$692M	53	39	20	n/a	n/a
2024	Mar 31, 2025	$615M	$582M	68	58	20	n/a	n/a
2023	Mar 29, 2024	$613M	$576M	68	58	23	n/a	n/a
2022	Mar 31, 2023	$548M	$460M	68	60	22	n/a	n/a
2021	Mar 31, 2022	$540M	$417M	70	61	29	n/a	n/a
2020	Mar 30, 2021	$391M	$343M	66	58	42	n/a	n/a
2019	Mar 30, 2020	$260M	$226M	78	58	42	n/a	n/a
2018	Mar 30, 2019	$253M	$219M	80	55	45	n/a	n/a
2017	Mar 30, 2018	$263M	$226M	82	57	35	n/a	n/a
2016	Mar 30, 2017	$229M	$205M	74	53	n/a	n/a	n/a
2015	Mar 28, 2016	$208M	$169M	81	59	n/a	n/a	n/a
2014	Feb 20, 2015	$221M	$180M	83	59	n/a	n/a	n/a
2013	Mar 28, 2014	$155M	$153M	97	79	n/a	n/a	n/a
2012	Mar 28, 2013	$160M	$36.4M	95	82	n/a	n/a	n/a
2011	Mar 26, 2012	$174M	$131M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	2.7%	0	0	0	2	7

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
2025	$716M	$615M	16.5%	$548M	9.3%	53	68	20	20

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
ONEASCENT FINANCIAL SERVICES LLC	3	May 15, 2025	May 5, 2025	LOUISVILLE, KY	Team lift out	Ibd to RIA	7.7%
STRONGTOWER WEALTH MANAGEMENT, PLC	2	Apr 4, 2018	Apr 23, 2018	HOT SPRINGS, AR	Team lift out	Ibd to RIA	5.0%
SB ADVISORY, LLC	2	Jun 16, 2017	Jan 17, 2018	PALMETTO BAY, FL	Team lift out	Other	5.4%
J. W. COLE ADVISORS, INC.	4	Feb 6, 2017	Feb 13, 2017	CASSELBERRY, FL	Team lift out	Other	9.8%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
REGAL INVESTMENT ADVISORS LLC	2	Mar 31, 2020	Apr 2, 2020	KENTWOOD, MI	Team lift out	Ibd to ibd	1.9%

Relationships

showing 80 of 125

Registered with (70)

← David WAYNE WestmorelandAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← Timothy Glenn MoyerAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← STACEY LYNN LAVENDERAdvisorregistration: current employment
Aug 26, 2024 to presentfactForm ADV
← STEVEN GREGORY JUSTICE PRAWLAdvisorregistration: current employment
Jan 11, 2024 to presentfactForm ADV
← Mark Gerard LoftusAdvisorregistration: current employment
Aug 18, 2023 to presentfactForm ADV
← Stephen Vincent SantoroAdvisorregistration: current employment
Aug 1, 2022 to presentfactForm ADV
← ERIC JOHN HOOGSTRAAdvisorregistration: current employment
Apr 7, 2022 to presentfactForm ADV
← Jason Andrew MacDowallAdvisorregistration: current employment
Jan 21, 2022 to presentfactForm ADV
← KENNETH EDWARD ALLGOODAdvisorregistration: current employment
Jan 22, 2020 to presentfactForm ADV
← Paul Wesley WitthauerAdvisorregistration: current employment
Oct 28, 2019 to presentfactForm ADV
← David Joseph BrunswickAdvisorregistration: current employment
Jul 23, 2019 to presentfactForm ADV
← SHANA DENISE BURTAdvisorregistration: current employment
Jul 13, 2018 to presentfactForm ADV
← Linden Everett GouldAdvisorregistration: current employment
Jan 11, 2018 to presentfactForm ADV
← Michael William MandarinoAdvisorregistration: current employment
Nov 1, 2017 to presentfactForm ADV
← JAMES EDWARD WARRENAdvisorregistration: current employment
Mar 14, 2017 to presentfactForm ADV
← EDWARD LAMAR BROWNAdvisorregistration: current employment
Sep 27, 2016 to presentfactForm ADV
← JEFFREY WARD BEEBEAdvisorregistration: current employment
Sep 15, 2015 to presentfactForm ADV
← JOHN H CAMPBELLAdvisorregistration: current employment
Aug 24, 2015 to presentfactForm ADV
← BRENT JACKSONAdvisorregistration: current employment
Jul 7, 2014 to presentfactForm ADV
← BRIAN DAVID ANSEVINAdvisorregistration: current employment
Apr 1, 2014 to presentfactForm ADV
← DAVID J BRUNSWICKAdvisorregistration: current employment
Sep 3, 2013 to presentfactForm ADV
← T. JAMES WILLIAMSAdvisorregistration: current employment
Sep 5, 2012 to presentfactForm ADV
← LANIS GERALD WEBBAdvisorregistration: current employment
May 16, 2012 to presentfactForm ADV
← MARTIN FRANCIS HUMMELAdvisorregistration: current employment
Feb 2, 2011 to presentfactForm ADV
← RICHARD BUTLER CROUSEAdvisorregistration: current employment
Jan 15, 2010 to presentfactForm ADV
← NEAL PHILLIP ENGWALLAdvisorregistration: current employment
Jan 12, 2010 to presentfactForm ADV
← PLAMEN DIMITROVAdvisorregistration: current employment
Jul 27, 2009 to presentfactForm ADV
← JOEL DAVID MARTINAdvisorregistration: current employment
Jan 3, 2008 to presentfactForm ADV
← MEGAN NICOLE WOLFEAdvisorregistration: current employment
Aug 24, 2007 to presentfactForm ADV
← THOMAS CHARLES STROBHARAdvisorregistration: current employment
Dec 17, 2003 to presentfactForm ADV
and 40 more

Moved with (5)

→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviser2 advisors, team lift out, same day
May 15, 2025 to May 1, 2025factForm ADV
← REGAL INVESTMENT ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Mar 31, 2020 to Apr 2, 2020factForm ADV
→ STRONGTOWER WEALTH MANAGEMENT, PLCRegistered adviser2 advisors, team lift out, same day
Apr 4, 2018 to Apr 23, 2018factForm ADV
→ SB ADVISORY, LLCRegistered adviser2 advisors, team lift out
Jun 16, 2017 to Jan 17, 2018factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviser4 advisors, team lift out, same day
Feb 6, 2017 to Feb 13, 2017factForm ADV

Controls (4)

← WILSON, CHARLENE FAITHOwnerFINOP, ownership code NA, individual
Feb 28, 2020 to Oct 30, 2024factForm ADV
← MOYER, TIMOTHY GLENNOwnerCCO, ownership code NA, individual
Feb 28, 2020 to Oct 30, 2024factForm ADV
← REPPLE, GLENN ALLENOwnerMAJORITY STOCKHOLDER, ownership code E, individual
Mar 26, 2012 to Oct 30, 2024factForm ADV
← G.A. REPPLE FINANCIAL GROUP, INC.OwnerPARENT CORPORATION, ownership code E, domestic entity
Mar 26, 2012 to Oct 30, 2024factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2026
Advisor headcount changed
G. A. Repple & Company reported 39 state-registered advisory representatives, down from 58 (2025-12-02 to 2026-03-30)
Form ADVobserved 5 days ago
-19 IARS
Occurred
Feb 3, 2026
Advisor changed firm
Mitchell Schiller left G. A. Repple & Company for Morgan Stanley (registered 2026-02-23)
Form ADVobserved 5 days ago
Occurred
May 15, 2025
Team lift-out
2 advisors left G. A. Repple & Company (Louisville, KY) for Oneascent Financial Services LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
May 15, 2025
Advisor changed firm
Charles Thomas Alvey left G. A. Repple & Company for Oneascent Financial Services Llc (registered 2025-05-01)
Form ADVobserved 5 days ago
Occurred
May 15, 2025
Advisor changed firm
Jacob Robert Pryor left G. A. Repple & Company for Oneascent Financial Services Llc (registered 2025-05-05)
Form ADVobserved 5 days ago
Occurred
May 15, 2025
Advisor changed firm
Daniel Louis Hardt left G. A. Repple & Company for Oneascent Financial Services Llc (registered 2025-05-01)
Form ADVobserved 5 days ago
Occurred
Apr 19, 2024
Advisor changed firm
Luke Andrew Mcclure left G. A. Repple & Company for Lpl Financial Llc (registered 2024-04-18)
Form ADVobserved 5 days ago
Occurred
Apr 19, 2024
Advisor changed firm
Matthew T Young left G. A. Repple & Company for Lpl Financial Llc (registered 2024-04-17)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2024
Advisor changed firm
Allen Keller left G. A. Repple & Company for Hornor, Townsend & Kent, Llc (registered 2024-01-24)
Form ADVobserved 5 days ago
Occurred
Apr 18, 2023
Advisor changed firm
Robert William Holbrook left G. A. Repple & Company for Bob Holbrook Holdings Llc (registered 2023-04-06)
Form ADVobserved 5 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Terrence Edward Rocks left G. A. Repple & Company for Inspire Advisors, Llc (registered 2023-04-24)
Form ADVobserved 5 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Kevin Gregory Bruce left G. A. Repple & Company for Hfg Wealth Management, Llc (registered 2023-11-03)
Form ADVobserved 5 days ago
Occurred
Dec 16, 2022
Control person left
Kevin Andre Harris (Finop) no longer on Schedule A of G. A. Repple & Company (listed 2022-03-31, absent 2022-12-16)
Form ADVobserved 5 days ago
Occurred
Dec 16, 2022
Control person joined
Charlene Faith Wilson (Finop) appeared on Schedule A of G. A. Repple & Company
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
G. A. Repple & Company reported RAUM $539.9M, up 38% from $391.3M (2021-10-28 to 2022-03-31)
Form ADVobserved 5 days ago
$149M
Occurred
Mar 31, 2021
Control person left
Charlene Faith Wilson (Finop) no longer on Schedule A of G. A. Repple & Company (listed 2021-03-30, absent 2021-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
Kevin Andre Harris (Finop) appeared on Schedule A of G. A. Repple & Company
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
G. A. Repple & Company reported RAUM $391.3M, up 50% from $260.2M (2020-06-26 to 2021-03-30)
Form ADVobserved 5 days ago
$131M
Occurred
Feb 28, 2020
Control person joined
Timothy Glenn Moyer (Coo) appeared on Schedule A of G. A. Repple & Company
Form ADVobserved 5 days ago
Occurred
Feb 28, 2020
Control person joined
Charlene Faith Wilson (Finop) appeared on Schedule A of G. A. Repple & Company
Form ADVobserved 5 days ago
Occurred
Feb 28, 2020
Control person left
Kathleen Anne Mcqueen (Coo) no longer on Schedule A of G. A. Repple & Company (listed 2019-08-14, absent 2020-02-28)
Form ADVobserved 5 days ago
Occurred
Feb 28, 2020
Control person left
Philip Laurie Beytell (Fin & Oper Principal) no longer on Schedule A of G. A. Repple & Company (listed 2019-08-14, absent 2020-02-28)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2019
Control person left
Sandra Jean Albano (Compliance Officer) no longer on Schedule A of G. A. Repple & Company (listed 2018-09-20, absent 2019-03-30)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2019
Control person joined
Kathleen Anne Mcqueen (Coo) appeared on Schedule A of G. A. Repple & Company
Form ADVobserved 5 days ago

Show 3 bookkeeping events

Occurred
Mar 31, 2023
G. A. Repple & Company reported 22 offices beyond its principal office, down from 29 (2022-12-16 to 2023-03-31)
Occurred
Mar 31, 2022
G. A. Repple & Company reported 29 offices beyond its principal office, down from 42 (2021-10-28 to 2022-03-31)
Occurred
Mar 30, 2019
G. A. Repple & Company reported 45 offices beyond its principal office, up from 35 (2018-09-20 to 2019-03-30)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8202d26-0b90-082c-5260-d320abd3ef3e
First observed: Mar 26, 2012
Last observed: Mar 30, 2026 5 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.

G. A. REPPLE & COMPANY

CRD 17486

CASSELBERRY, FL

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:f8202d26-0b90-082c-5260-d320abd3ef3e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GLENN ALLEN REPPLE

n/a

CASSELBERRY, FL

n/a

yes

JEFFREY DAVID WOODWARD

Chartered Financial Consultant

CASSELBERRY, FL | OVIEDO, FL

n/a

yes

STEVEN RAY BAKER

n/a

CASSELBERRY, FL | ESSEX, MD

n/a

ROBERT WARREN WOLFE

n/a

LAKE MARY, FL | CASSELBERRY, FL

n/a

yes

BRYAN ALLEN REPPLE

n/a

CASSELBERRY, FL

n/a

yes

STEPHEN LEE SPEIRS

n/a

CASSELBERRY, FL | Pensacola Beach, FL

n/a

yes

THOMAS CHARLES STROBHAR

n/a

CASSELBERRY, FL | BEAVERCREEK, OH

yes

MEGAN NICOLE WOLFE

n/a

LAKE MARY, FL | CASSELBERRY, FL

n/a

yes

JOEL DAVID MARTIN

n/a

CASSELBERRY, FL | ST. PETERSBURG, FL

n/a

yes

NEAL PHILLIP ENGWALL

Certified Financial Planner|Chartered Financial Consultant

SAINT PETERSBURG, FL | CASSELBERRY, FL

yes

RICHARD BUTLER CROUSE

Certified Financial Planner

ALTAMONTE SPRINGS, FL | CASSELBERRY, FL

yes

MARTIN FRANCIS HUMMEL

n/a

BEAVERCREEK, OH

n/a

yes

LANIS GERALD WEBB

n/a

CASSELBERRY, FL | LAGUNA NIGUEL, CA

yes

T. JAMES WILLIAMS

n/a

CASSELBERRY, FL | Fresno, CA

yes

DAVID J BRUNSWICK

n/a

CASSELBERRY, FL | WAKE FOREST, NC

yes

BRIAN DAVID ANSEVIN

n/a

Rocky River, OH | CASSELBERRY, FL

n/a

yes

BRENT JACKSON

Certified Financial Planner

BEAVERCREEK, OH | GRAND RAPIDS, MI

yes

JOHN H CAMPBELL

n/a

BEAVERCREEK, OH | Hilton Head Island, SC

n/a

yes

JEFFREY WARD BEEBE

Certified Financial Planner

CASSELBERRY, FL | Traverse City, MI

n/a

yes

EDWARD LAMAR BROWN

Certified Financial Planner

ST. PETERSBURG, FL | Tampa, FL

yes

JAMES EDWARD WARREN

n/a

ST. PETERSBURG, FL

n/a

yes

Michael William Mandarino

n/a

CASSELBERRY, FL | APOLLO BEACH, FL

yes

Linden Everett Gould

n/a

CASSELBERRY, FL

yes

SHANA DENISE BURT

n/a

CASSELBERRY, FL | ORANGE, TX

n/a

yes

David Joseph Brunswick

n/a

WAKE FOREST, NC

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

G.A. REPPLE FINANCIAL GROUP, INC.

PARENT CORPORATION

yes

11/1985

Mar 26, 2012

Oct 30, 2024

MOYER, TIMOTHY GLENN

Cco

yes

02/2020

Feb 28, 2020

Oct 30, 2024

REPPLE, GLENN ALLEN

MAJORITY STOCKHOLDER

yes

09/2008

Mar 26, 2012

Oct 30, 2024

REPPLE, GLENN ALLEN

PRESIDENT, GEN SEC PRINCIPAL

yes

11/1985

Mar 26, 2012

Oct 30, 2024

WILSON, CHARLENE FAITH

Finop

yes

12/2022

Feb 28, 2020

Oct 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAVID E. HITCHCOCK

n/a

G.A. REPPLE INSURANCE SERVICES, INC.

n/a

yes

n/a

JOSEPH J. BILELLO

n/a

City

State

Country

Employees

Also broker-dealer

ST. PETERSBURG

United States

yes

Louisville

United States

yes

Beavercreek

United States

yes

LAKE MARY

United States

yes

Longwood

United States

yes

WAKE FOREST

United States

yes

Jamestown

United States

yes

Hurricane

United States

yes

Fresno

United States

yes

LAGUNA NIGUEL

United States

yes

ALTAMONTE SPRINGS

United States

yes

APOLLO BEACH

United States

yes

Jacksonville

United States

yes

Naples

United States

Oviedo

United States

yes

TRAVERSE CITY

United States

yes

ROCKY RIVER

United States

yes

PORT NECHES

United States

yes

Aberdeen

United States

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$716M

$692M

n/a

2024

Mar 31, 2025

$615M

$582M

n/a

2023

Mar 29, 2024

$613M

$576M

n/a

2022

Mar 31, 2023

$548M

$460M

n/a

2021

Mar 31, 2022

$540M

$417M

n/a

2020

Mar 30, 2021

$391M

$343M

n/a

2019

Mar 30, 2020

$260M

$226M

n/a

2018

Mar 30, 2019

$253M

$219M

n/a

2017

Mar 30, 2018

$263M

$226M

n/a

2016

Mar 30, 2017

$229M

$205M

n/a

2015

Mar 28, 2016

$208M

$169M

n/a

2014

Feb 20, 2015

$221M

$180M

n/a

2013

Mar 28, 2014

$155M

$153M

n/a

2012

Mar 28, 2013

$160M

$36.4M

n/a

2011

Mar 26, 2012

$174M

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

2.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$716M

$615M

16.5%

$548M

9.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ONEASCENT FINANCIAL SERVICES LLC

May 15, 2025

May 5, 2025

LOUISVILLE, KY

Team lift out

Ibd to RIA

7.7%

STRONGTOWER WEALTH MANAGEMENT, PLC

Apr 4, 2018

Apr 23, 2018

HOT SPRINGS, AR

Team lift out

Ibd to RIA

5.0%

SB ADVISORY, LLC

Jun 16, 2017

Jan 17, 2018

PALMETTO BAY, FL

Team lift out

Other

5.4%

J. W. COLE ADVISORS, INC.

Feb 6, 2017

Feb 13, 2017

CASSELBERRY, FL

Team lift out

Other

9.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REGAL INVESTMENT ADVISORS LLC

Mar 31, 2020

Apr 2, 2020

KENTWOOD, MI

Team lift out

Ibd to ibd

1.9%