DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

G•••••• I•••••••••

G•••••• I••••••••• LLC, CRD 328039

ATLANTA, GA

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:fe70c154-5482-8226-ab87-397260030a5c

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Oct 6, 2023 to Apr 14, 2026
10 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=0.75 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.0B••• Locked
Discretionary RAUM: $3.0B
Private client RAUM: $2.3Bderived••• Locked
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $252Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C••••• W••••••••• L••••••	n/a	ATLANTA, GA	2	26	3	no
J••••• K•••• B•••••••	Chartered Financial Analyst	ATLANTA, GA	2	12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• J•••••• K••••	MANAGING MEMBER, BOARD MEMBER	A	yes	10/2023	Apr 14, 2026	Apr 14, 2026
C••••• D••••• J•••	MANAGING MEMBER, CHIEF OPERATING OFFICER	B	yes	10/2023	Apr 14, 2026	Apr 14, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026

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	$3.0B	$2.8B	7.5%	n/a	n/a	18	18	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
G•••••• I•••••••••	11	Dec 11, 2023	Dec 1, 2023	ATLANTA, GA	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (12)

← V••••••• A•• F•••••Advisorregistration: current employment
Jan 9, 2024 to presentfactForm ADV
← D•••• J••• C••••Advisorregistration: current employment
Dec 1, 2023 to presentfactForm ADV
← M••• O••• S•••••Advisorregistration: current employment
Dec 1, 2023 to presentfactForm ADV
← W•••••• G•••••• L•••••••

Dated events

Occurred
Dec 11, 2023
Firm absorbed
G•••••• I•••••••••'s advisors moved to G•••••• I••••••••• (Atlanta, GA): 11 of 11 registered, on the same day
Form ADVobserved 7 days ago
11 advisors
Occurred
Oct 6, 2023
Succession filed (Item 4)
G•••••• I••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Oct 6, 2023
First Form ADV filing
G•••••• I••••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe70c154-5482-8226-ab87-397260030a5c
First observed: Oct 6, 2023
Last observed: Apr 14, 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.