DFX Intelligence

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C••••• F••••• O••••••• L••

Multi-family officeTop 500· Charlotte, NC

Multi-family office, based in Charlotte, NC.

Composed from this office's classification, location and record.

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Decision makers: 5 of 15
Regulatory AUM: $3.4B
Last deployment: Jul 2026

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1 export, up to 16 contact reveals

Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 153 observations · 6 sourcesShow

Multi-family officeVerified Sep 13, 2026 (10 days ago)15 people · 0 investments · 61 public positions · 41 events

Why this class: C••••• F••••• O•••••• of Charlotte describes itself as an independent m••••••••• o•••••..

Direct investing

moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Multi-family office
Description: ••• Locked
Headquarters: Charlotte, NC
Office address: ••• Locked
Business phone: ••• Locked
Website: c•••••••••.com
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $38.7M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale: Reported office AUM: unknown. 13F disclosed value $455M. Regulatory AUM $3.4B. Related foundation assets $38.7M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $3.4B as of Feb 25, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Mar 19, 2013 · 16 employeesFact
Client mix (Form ADV 5.D): Charitable organizations: 25 ($139M); High net worth individuals: 631 ($3.2B)Fact
Form 13F: $455M across 61 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 13, 2026Multi-family office 90%C••••• F••••• O•••••• of Charlotte describes itself as an independent m••••••••• o•••••.Factverifiedc•••••••••.com“••• Locked”
Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference

Team

15 people, 5 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
W•••• T••••• B•••	Chief Investment Strategist	Chief investment officer · investment decisions	none on record	reports.adviserinfo.sec.gov Fact
D•••• A• W•••••	Investment Advisor	Direct investments · investment decisions	none on record	c•••••••••.com Fact
P•••• L• J••••••••• C••	Investment Advisor	Direct investments · investment decisions	none on record	c•••••••••.com Fact
W• T••••• B•••	Investment Advisor	Direct investments · investment decisions	none on record	c•••••••••.com Fact
W• T••••• B•••• C•••	Investment Advisor	Direct investments · investment decisions	none on record	c•••••••••.com Fact

Full team · 15 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
E••• D••• R•••••••	Managing Director / Chief Compliance Officer	Leadership	none on record	reports.adviserinfo.sec.gov Factsec.gov Factc•••••••••.com Fact3 sources agree
S•••• W•••••• S•••••••••	Trustee	Leadership	none on record	reports.adviserinfo.sec.gov Fact
S•••• A•••••• B••••••	Member	Leadership	none on record	reports.adviserinfo.sec.gov Fact
A•••••••• R• H•••	Wealth Analyst	Operations and finance	none on record	c•••••••••.com Fact
E••••• B• D••••	Director of Operations	Operations and finance	none on record	c•••••••••.com Fact
C•••• M• L•••••••	Wealth Advisor	Other	none on record	c•••••••••.com Fact
K•••••• R• H••••••••• C••	Wealth Advisor	Other	none on record	c•••••••••.com Fact
K•••• K• S••••••	Senior Client Service Associate	Other	none on record	c•••••••••.com Fact
K•••••• N• L••••	Wealth Advisor	Other	none on record	c•••••••••.com Fact
S••••• M• I••••	Senior Client Service Associate	Other	none on record	c•••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) c•••••••••.com

Signals and timeline

3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changed••• Lockedc•••••••••Factc•••••••••.com
Sep 11, 2026Classification changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $406M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team: 4 Inference
named professionals with this responsibility

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.

Fund	Manager	Held through	Foundation's fair value	Period	Basis
L• I•••••••••		G••••• T• L•••• J• F•••••••••	$12.6M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 61 for the quarter ended Jun 30, 2026; $449M shown of $455M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
D••••••••• E•• T••••	US EQUI MARK ETF	$98.7M	1,204,562	21.7%
I•••••• T•	CORE MSCI EAFE	$63.0M	652,458	13.8%
I•••••• T•	CORE S&P SCP ETF	$44.0M	296,366	9.7%
V••••••• I••• E••••• I•••• F•	FTSE EMR MKT ETF	$27.3M	458,147	6.0%
V••••••• M•• B• F••	TAX EXEMPT BD	$25.1M	496,870	5.5%
D••••••••• E•• T••••	EMGR CRE EQT MNG	$24.0M	595,810	5.3%
G•• E•• T••••	US QUALITY ETF	$21.3M	512,289	4.7%
F••••••••• T•	MORNSTAR UPSTR	$19.7M	400,097	4.3%
V••••••• B• I•••• F••	V••••••• ULTRA	$12.8M	257,677	2.8%
S••••• S••••• S••• T•	ST STR TECHN ETF	$11.0M	57,792	2.4%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
D••••••••• E•• T••••	I••• CORE EQT MK	$9.5M	229,808	2.1%
V••••••• B• I•••• F••	TOTAL BND MRKT	$8.8M	119,984	1.9%
V••••••• I•••• F••	SMALL CP ETF	$8.3M	27,432	1.8%
S•••• S•• S••• S•• 5•• E•• T•	TR UNIT	$8.3M	11,091	1.8%
V••••••• S••••••••• F••••	DIV APP ETF	$7.1M	29,977	1.6%
I•••••• T•	CORE S&P500 ETF	$6.3M	8,377	1.4%
V••••••• I••• E••••• I•••• F•	FTSE SMCAP ETF	$5.9M	38,475	1.3%
D••••••••• E•• T••••	US SMALL CAP ETF	$4.8M	58,286	1.1%
V••••••• S••••••••• F••	SHORT TERM TREAS	$3.4M	58,174	0.7%
I•••••• T•	U.S. FINLS ETF	$3.2M	24,982	0.7%
I•••••• T•	CORE S&P MCP ETF	$3.2M	40,862	0.7%
A•••• I••	COM	$3.0M	10,433	0.7%
N••••• C•••••••••	COM	$2.9M	14,627	0.6%
S••••• S••••• S••• T•	ST STR DISCR ETF	$2.5M	21,424	0.6%
S••••• S••••• S••• T•	ST STR CARE ETF	$2.4M	15,318	0.5%
S••••• S••••• S••• T•	ST STR SVC ETF	$2.4M	22,650	0.5%
V••••••• W•••••••• F••	HIGH DIV YLD	$2.4M	15,218	0.5%
S••••• S••••• S••• T•	ST STR INDL ETF	$2.4M	12,842	0.5%
S••••• S•••••••• T•	I••• SCEQT ETF	$2.3M	47,886	0.5%
D••••••••• E•• T••••	I••• SMALL CAP E	$2.2M	62,108	0.5%
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$1.8M	25,618	0.4%
A••••• C•• I••	COM	$1.6M	6,845	0.4%
I•••••• T•	MSCI EMG MKT ETF	$1.4M	20,369	0.3%
S••••• S••••• S••• T•	ST STR STAPL ETF	$1.2M	14,866	0.3%
I•••••• T•	PFD AND INCM SEC	$1.2M	39,960	0.3%
I•••••• G••• T•	I•••••• NEW	$892,528	11,820	0.2%
D••••••••• E•• T••••	US CORE EQT MKT	$875,112	16,930	0.2%
V••••••• W•••• F•	ENERGY ETF	$821,361	5,471	0.2%
V••••••• I•••• F••	VALUE ETF	$639,842	2,936	0.1%
V••••••• I•••• F••	S&P 500 ETF SHS	$633,216	922	0.1%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov

All 25 changes

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Sep 30, 2024 ••• Locked sec.gov
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Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov

Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

5show

Sources and evidence

153show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 153 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (6)

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (6 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (6 sources)

+30 a•••••••••

Research priority

+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,362,394,020)

+8 m••••••••• o•••••

+0 r••• (388)

Mandate confidence

no components; scored 0

Identity confidence

+90 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

no components; scored 0

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

+15 d••••• i••••••••• p••••••••• o• s••••

Independent sponsor propensity

no components; scored 0

View all 153 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-02-25	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C••••• F••••• O••••••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C••••• F••••• O••••••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C••••• F••••• O••••••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	C••••• F••••• O••••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, selection of other advisers	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2013-03-19	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Branch offices	2	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	631	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Charitable organizations: Clients: 25; RAUM usd: 138,980,010; Fewer than 5: no; High net worth individuals: Clients: 631; RAUM usd: 3,223,414,010; Fewer than…	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	16	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	61	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	62	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	65	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	68	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	65	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	70	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	78	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	64	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	60	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	70	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$455M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$406M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$401M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$386M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$387M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$321M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$318M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$322M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$311M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$309M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Foundation ico signal	G••••• T• L•••• J• F•••••••••	Dec 1, 2024	IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov	Fact
Headquarters	Charlotte, NC	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Charlotte, NC	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Charlotte, NC	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
News read	news-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office address	••• Locked	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Multi family office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Multi family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Private funds advised	0	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	1,048	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$3.2B	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$3.4B	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	5	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Team page url	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.com	Fact
Website	••• Locked	Feb 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com	Fact

Not yet on record: direct investments.