DFX Intelligence

S••••• I••••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserOther adviserSEC registeredRAUM 100m 1b

S••••• I••••••••• G••••

S••••• I••••••••• G••••, LLC, CRD 341135

LAS VEGAS, NV

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Search this name across graphs

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 10, 2026 to Aug 25, 2026
2 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-08-25 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceAug 25, 2026 · seen 8 days ago

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: other adviserderivedprivate_client_share=0.0 fund_share=0.24 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $218M••• Locked
Discretionary RAUM: $51.7M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $218Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S•••• W• C•••••••••	n/a	LAS VEGAS, NV	0	14	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••• R••• E••••• C••••• F••• I•• L•	Real Estate Fund	$52.6M	Aug 25, 2026	44	Aug 25, 2026	reported	021-511639

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• R••••••• T••••••	COO PARTNER	Na	yes	03/2026	Aug 25, 2026	Aug 25, 2026
H••••••••• D••••• R•••••	Ceo	Na	yes	07/2021	Aug 25, 2026	Aug 25, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$52.6M	$52.6M	14	5	0	1	n/a

Advisor flows

••• Locked

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

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	$218M	n/a	n/a	n/a	n/a	15	n/a	0	n/a

Relationships

Advises (1)

→ S••••• R••• E••••• C••••• F••• I•• L•Private fundReal Estate Fund, IA
Aug 25, 2026 to presentfactForm ADV

Controls (3)

← B••••••• R••••••• T••••••OwnerCOO PARTNER, ownership code NA, individual
Aug 25, 2026 to presentfactForm ADV
← H••••••••• D••••• R•••••OwnerCEO, ownership code NA, individual
Aug 25, 2026 to presentfactForm ADV
← H••• L••OwnerOWNER, ownership code E, domestic entity

Dated events

Order

Occurred
25 Aug 2026
Private fund first reported
••• Locked
Form ADV
$52.6M
Occurred
25 Aug 2026
Regulatory AUM changed
••• Locked
Form ADV
$165M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 10, 2026
Last observed: Aug 25, 2026 29 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.