A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

R•••• A•••• M••••••••• C• I••

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Dallas, PAOutsourced family office provideridentity confidence 60%r•••••••••.com

Why this class: registered adviser offering family office services among its advisory services ('family office').

Not yet hand-verified
Last observed Sep 21, 2026 · 93 observations · 3 sources
16 people · 0 investments · 127 public positions · 132 events

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
Experience personalized financial planning and wealth management to secure your future with R•••• Asset Management. Trust our expert team to protect your worth.
Headquarters
Dallas, PA
Office address
THE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612
Business phone
570-823-3383
Website
r•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $486M. Regulatory AUM $640M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$640M as of Feb 26, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jan 25, 1991 · 8 employeesFact
Client mix (Form ADV 5.D)
Individuals: 268 ($96.4M); Corporations: 13 ($18.9M); Charitable organizations: 7 ($5.2M); High net worth individuals: 142 ($519M)Fact
Form 13F
$486M across 127 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office')Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
16 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••• J• G•••••••VICE PRESIDENTLeadershipnone on record
A••• J• C•••• G•••••••SENIOR VICE PRESIDENTLeadership
New York (from the bio)
none on record
A••• J• C•••• G•••••••Senior Vice PresidentLeadership
New York (from the bio)
none on record
A•• M•••• H•••••CLIENT SERVICES MANAGERLeadership
Pennsylvania, Wyoming (from the bio)
none on record
D•••••• G••••VICE PRESIDENTLeadership
education · Wyoming (from the bio)
none on record
R••••• G•••••VICE PRESIDENTLeadership
Asia, Europe, Nebraska, North Carolina, Pennsylvania (from the bio)
none on record
R••••• H• G•••••PRESIDENTLeadershipnone on record
R••••• H••••••• G•••••PresidentLeadership
Asia, Europe, Nebraska, North Carolina, Pennsylvania (from the bio)
none on record
R••••• J• G•••••FOUNDERLeadership
Asia, Europe, Nebraska, North Carolina, Pennsylvania (from the bio)
none on record
R••••• J••••• G•••••FounderLeadership
Asia, Europe, Nebraska, North Carolina, Pennsylvania (from the bio)
none on record
S••••• J••••• G•••••ShareholderLeadershipnone on record
E•••••••• B• G•••••CHIEF OPERATING OFFICEROperations and finance
direct investments · healthcare, consumer, food · Pennsylvania (from the bio)
none on record
E•••••••• B•••••• G•••••Chief Operating OfficerOperations and finance · investment decisions
direct investments · healthcare, consumer, food · New York, Pennsylvania, Washington (from the bio)
none on record
S•••• A• S••••••••CHIEF COMPLIANCE OFFICEROperations and finance
direct investments · public markets · education · New York, Northeast, Pennsylvania, Wyoming (from the bio)
phone: 570-823-3383 (published by the subject, May 12, 2026)
S•••• A• S••••••••Chief Compliance OfficerOperations and finance · investment decisions
direct investments · public markets · education · New York, Northeast, Pennsylvania, Wyoming (from the bio)
phone: 570-823-3383 (published by the subject, May 12, 2026)
sec.gov Fact
S•••• A•••• S••••••••Chief Compliance OfficerOperations and finance · investment decisions
direct investments · public markets · media, education · New York, Northeast, Pennsylvania, Wyoming (from the bio)
none on record
Office contact points
Business phone: 570-823-3383 (published by the subject) adviserinfo.sec.gov
Office address: THE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612 (published by the subject) sec.gov
W••••••: r•••••••••.com (published by the subject) r•••••••••.com
Investment mandate
show

inferred only: public equity book 485653302.0

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
$486M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 127 for the quarter ended Mar 31, 2026; $373M shown of $486M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••• G••• T•G••• SHS$29.0M67,4836.0%
C•••••••• F•••••••• S••••• I•COM$24.5M417,1565.0%
G••••• X• F••US INFR DEV ETF$16.6M325,8113.4%
N••••• C•••••••••COM$15.3M87,7923.2%
I•••••• T•MSCI EMG MKT ETF$15.1M265,3413.1%
S••• S••••• T••••STATE STREET SPD$13.8M107,7912.8%
C•••••••• I••COM NEW$13.6M119,9672.8%
A•••• I••COM$12.5M49,3462.6%
V••••• E•• T••••JUNIOR G••• MINE$12.4M102,9702.5%
F•••• T• E••••••• T••••• F•RBA INDL ETF$12.1M109,1662.5%
C•••••• I••COM$10.9M80,1112.2%
I•••••• T•CORE MSCI TOTAL$9.8M112,9422.0%
E•••• S•• T• I•VIRTUS REAVES UT$9.3M116,8371.9%
P••••••• T••••••••• I••CL A$9.2M62,6451.9%
I•••••• T•MSCI EURO FL ETF$9.1M260,3951.9%
S••••••• I••••••••• I••COM$8.4M20,7021.7%
G••••• X• F••DEFENSE TECH ETF$8.3M117,8151.7%
G•••••• S•••• G•••• I••COM$8.3M9,8231.7%
M•••••• I••• I••COM$7.9M71,0711.6%
A••••••• I••CAP STK CL C$7.8M27,2761.6%
F•••• T• E••••••••• F•NAT GAS ETF$7.8M246,2511.6%
B••••••• I••COM$7.7M24,8101.6%
A••••••• E•••••• C•COM$7.4M24,6201.5%
A••••••• M•••• D•••••• I••COM$7.3M36,0231.5%
W•••••• I••COM$7.0M55,9831.4%
G• V•••••• I••COM$6.3M7,2591.3%
S••• S••••• T••••STATE STREET SPD$6.2M68,0681.3%
I•••••• T•MBS ETF$6.1M64,0111.3%
A•••• C•••COM$5.9M89,5101.2%
S••• S••••• T••••STATE STREET SPD$5.9M54,2681.2%
S••••• S••••• S••• T•STATE STREET ENE$5.7M93,6261.2%
A•••••• E•• T•A•••••• JUNIOR S$5.7M190,2181.2%
A••••• N••••••• I••COM SHS$5.6M45,9441.2%
I•••••• I••MSCI MEXICO ETF$5.5M72,8361.1%
I•••••• T•20 YR TR BD ETF$5.2M60,1281.1%
C••••• C•••COM$5.1M47,1051.1%
A••••• C•• I••COM$5.1M24,5291.1%
B•••• E••••• C•••COM CL A$4.6M34,3091.0%
G••••• X• F••GLOBAL X URANIUM$4.6M95,2300.9%
I•••••• T•7-10 YR TRSY BD$4.0M42,3260.8%
Changes between the last two quarters
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited Vanguard Index Fds (was $2,783,729, 5,706 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased Crowdstrike Hldgs Inc 5,720 -> 8,643 shares ($2,681,495 -> $3,374,470) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased F•••• T• E••••••••• F• 186,717 -> 246,251 shares ($4,371,045 -> $7,803,694) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased S••• S••••• T•••• 4,234 -> 54,268 shares ($438,685 -> $5,861,487) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased S••• S••••• T•••• 6,226 -> 37,501 shares ($403,507 -> $2,443,190) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased I•••••• T• 167,604 -> 265,341 shares ($9,169,615 -> $15,068,715) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased Invesco Exchange Traded Fd T 8,042 -> 36,359 shares ($603,552 -> $2,733,833) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. increased I•••••• T• 2,263 -> 18,448 shares ($248,726 -> $2,035,921) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. opened a $3,714,607 position in Century Alum Co (63,292 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced Visa Inc 10,810 -> 6,974 shares ($3,791,175 -> $2,107,822) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced State Str Spdr S&p 500 Etf T 6,432 -> 2,808 shares ($4,386,109 -> $1,826,155) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced First Solar Inc 7,957 -> 1,290 shares ($2,078,607 -> $254,465) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited Transdigm Group Inc (was $5,603,988, 4,214 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited Palo Alto Networks Inc (was $6,971,865, 37,849 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited NEW Gold Inc Cda (was $3,159,979, 362,799 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited Ishares Ethereum Tr (was $2,412,795, 107,570 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited Meta Platforms Inc (was $2,841,769, 4,305 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. exited A•••••• E•• T• (was $4,473,090, 78,627 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. opened a $2,374,228 position in Live Oak Bancshares Inc (71,794 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced E•••• S•• T• I• 186,639 -> 116,837 shares ($14,735,149 -> $9,335,276) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. opened a $3,381,697 position in Coeur Mng Inc (180,165 shares) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced Sprott Etf Trust 91,525 -> 52,777 shares ($6,372,886 -> $3,984,136) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced Sofi Technologies Inc 144,732 -> 18,560 shares ($3,789,084 -> $294,733) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. reduced I•••••• T• 67,405 -> 4,447 shares ($7,124,034 -> $355,982) sec.gov
  • Mar 31, 2026 R•••• Asset Managment Co. Inc. opened a $3,623,548 position in Sprott Fds Tr (92,983 shares) sec.gov
Real estate
show
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredR•••• A•••• M••••••••• C• I•• found on the SEC adviser roster (services_d•••••••••)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
93show

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. 93 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4 days)
Contactability
+40 n•••• d••••••••• (R••••• J••••• G••••• (Founder); R••••• H••••••• G••••• (President); S••••• J••••• G••••• (Shareholder))
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($639,991,478)
+0 r••• (1635)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (OUTSOURCED_FAMILY_OFFICE (registered adviser offering family office services among its advisory services ('family office')))
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••••• (4 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-02-26Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••• A•••• M••••••••• C• I••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••• A•••• M••••••••• C• I••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••• A•••• M••••••••• C• I••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•••• A•••• M••••••••• C• I••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICEFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisers,publication_of_periodicals,otherFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective1991-01-25Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Branch offices5Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone570-823-3383Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients142Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":268,"raum_usd":96422523,"fewer_than_5":false},"corporations":{"clients":13,"raum_usd":18949448,"fewer_than_5":false},"charitable_organFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
DescriptionExperience personalized financial planning and wealth management to secure your future with R•••• Asset Management. Trust our expert team to protect your worth.Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
DescriptionExperience personalized financial planning and wealth management to secure your future with R•••• Asset Management. Trust our expert team to protect your worth.Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
DescriptionExperience personalized financial planning and wealth management to secure your future with R•••• Asset Management. Trust our expert team to protect your worth.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
DescriptionExperience personalized financial planning and wealth management to secure your future with R•••• Asset Management. Trust our expert team to protect your worth.Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
DescriptionExperience personalized financial planning and wealth management to secure your future with R•••• Asset Management. Trust our expert team to protect your worth.Sep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Employees8Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions127Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions128Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions116Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions916Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions636Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions642Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$486MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$496MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$461MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$407MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$350MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$374MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, PAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, PAFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersDallas, PADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, PASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, PAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, PAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, PADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formCorporationFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office addressTHE GRAND HIGHLANDS, TWO NEWBERRY ESTATES, Dallas, PA, 18612Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts924Feb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$519MFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$640MFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows6Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page urlhttps://r•••••••••.com/Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Team page urlhttps://r•••••••••.com/Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
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Team page urlhttps://r•••••••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Team page urlhttps://r•••••••••.com/Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Team page urlhttps://r•••••••••.com/Sep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Websiter•••••••••.comFeb 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website titleR•••• Asset Management | Secure Your Financial Future TodaySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website titleR•••• Asset Management | Secure Your Financial Future TodaySep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website titleR•••• Asset Management | Secure Your Financial Future TodaySep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website titleR•••• Asset Management | Secure Your Financial Future TodaySep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website titleR•••• Asset Management | Secure Your Financial Future TodaySep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact