DFX Intelligence

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

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

M• G••••

M• G•••• INVESTMENT A••••••, LLC, CRD 160128

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Search this name across graphsid dfx:ria:fea073e7-bc7c-bb1c-b6d9-fcded056f1a5

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Nov 18, 2020 to Mar 16, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

M• G••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.28 fund_share=0.0 institutional_share=0.72 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $344M••• Locked
Discretionary RAUM: $257M
Private client RAUM: $97.6Mderived••• Locked
Private client share: 28%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $172Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• A••••• M•••••••	n/a	MEDFORD, OR \| WINTER GARDEN, FL	14	26	1	yes
E••••• G•• L•••••	n/a	Valleyford, WA \| WINTER GARDEN, FL \| VALLEYFORD, WA	14	14

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M• G•••• A•••••• H••••••• I••	Ceo	E	yes	06/2015	Nov 18, 2020	Mar 2, 2024
M•••••••• J•••• A•••••	PRESIDENT/SECRETARY/TREASURER	E	yes	06/2015	Nov 18, 2020	Mar 2, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Medford	Or	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 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	$344M	$300M	14.7%	$224M	15.3%	2	3	3	3

Relationships

Registered with (3)

← E••••• G•• L•••••Advisorregistration: current employment
Apr 28, 2012 to presentfactForm ADV
← J••• A••••• M•••••••Advisorregistration: current employment
Feb 8, 2012 to presentfactForm ADV
← P•••• C•••• M••••••Advisorregistration: previous registration
Feb 15, 2012 to Dec 11, 2012factForm ADV

Controls (2)

Dated events

Occurred
Nov 18, 2020
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fea073e7-bc7c-bb1c-b6d9-fcded056f1a5
First observed: Nov 18, 2020
Last observed: Mar 16, 2026 6 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.