DFX Intelligence

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E••••••••• W••••• • F••••• O•••••

Outsourced family office providerNot hand-verified in 180 days· Colorado Springs, CO

Outsourced family office provider, based in Colorado Springs, CO.

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

As of 2026-09-25 · the latest observation of this office; filed figures carry their own filing dates

Contact the team Find similar offices

1 export, up to 12 contact reveals

Mandate

As of 2026-09-25 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 48 observations · 3 sourcesShow

Outsourced family office providerNot yet hand-verified11 people · 0 investments · 0 public positions · 3 events

Why this class: the office describes itself as a outsourced family office (cited).

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.

Profile completeness 44% (low value, medium; 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: Outsourced family office provider
Description: ••• Locked
Headquarters: Colorado Springs, CO
Office address: ••• Locked
Business phone: ••• Locked
Website: e•••••••••.us
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. No public number of any kind.
SEC registration: RIA since Mar 12, 2026 · 3 employeesFact
Elsewhere in DFX: ria (shared crd)

Classification history

Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
Sep 12, 2026Candidate 50%registered adviser named as a family office; client mix not reportedInference

Team

11 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
B••• W•••••	Family Wealth Director	Leadership	none on record	e•••••••••.us Fact
C••• R•••	Wealth Manager	Leadership	none on record	e•••••••••.us Fact
E••• L•••	Chief Growth Officer	Leadership	none on record	e•••••••••.us Fact
E•••• L•••••	Client Experience Manager	Leadership	none on record	e•••••••••.us Fact
T••• N••••• S••••••	Chief Compliance Officer, Ceo	Leadership	none on record	reports.adviserinfo.sec.gov Fact

Full team · 11 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
L••••• K••••	Operations Consultant	Operations and finance impact (from the bio)	none on record	e•••••••••.us Fact
M•••• V•••••	Operations Consultant	Operations and finance	none on record	e•••••••••.us Fact
C•••• S••••••	Research Consultant	Other	none on record	e•••••••••.us Fact
E••• H••••	Wealth Strategist	Other	none on record	e•••••••••.us Fact
K••••••• Q••••• M••	Wealth Strategist	Other	none on record	e•••••••••.us Fact
P••• B•••••	Wealth Strategist	Other	none on record	e•••••••••.us Fact

Office contact points

Business phone: ••• Lockedpublished by the subject, 2026-04-23 adviserinfo.sec.gov

Business phone: ••• Lockedpublished by the subject e•••••••••.us

Office address: ••• Lockedpublished by the subject, 2026-04-23 adviserinfo.sec.gov

W••••••: ••• Lockedpublished by the subject e•••••••••.us

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.

Mar 12, 2026Registered as SEC adviser••• LockedOrganisationFactadviserinfo.sec.gov
Sep 12, 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)

States: none Fact
Control: unknown (3) Fact
Sectors: media and entertainment (1) Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: none Fact
Direct vs fund: Fund: 0 · Direct: 3 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 3 Fact
Investment kinds: portfolio listing (3) Fact
First and last deal: Last: unknown · First: unknown Fact
Lead vs participant: unknown (3) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

Inferred (regulatory shape and team)

Nothing to infer from.

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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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

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Form 13F holdings

No 13F filing on the record for this office.

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. This office is also on the sponsor graph; see Elsewhere in DFX above.

Related entities

1show

Sources and evidence

48show

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. 48 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• (6 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (2)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+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

+5 o• a•••••• D•• g••••

+0 r••• (2409)

Mandate confidence

no components; scored 0

Identity confidence

+80 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 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

View all 48 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-04-23	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	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, pension consulting	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	120-Day Approval	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2026-03-12	Apr 23, 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) e•••••••••.us	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Employees	3	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Colorado Springs, CO	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Legal form	Limited Liability Company	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office identity class	Multi family office	n/a	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Office type (stated)	Outsourced family office	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Office type (stated)	Outsourced family office	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Portfolio listed	C••••••••• C••••••• P•••••• A•• •••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Portfolio listed	Form CRS: Client Relationship Summary	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Portfolio listed	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Portfolio page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Portfolio page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Private funds advised	0	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	0	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$0	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	1	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) e•••••••••.us	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Website	••• Locked	Apr 23, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Website robots	disallowed	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.us	Fact

Across the graphs

E••••••••• W••••• • F••••• O••••• is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…

Fits

11 scored matches, best firstas of 2026-09-12

I•••• A•••••• I•••
score 87.9confidence 87%
Why: observed vertical; direct propensity; classification; geography
Watch: no check size
A••• R••• M••••••••• L••
score 87.3confidence 87%
Why: observed vertical; direct propensity; classification; geography
Watch: no check size
I••••••• H•••••• C••••••
score 87.3confidence 87%
Why: observed vertical; direct propensity; classification; geography
Watch: no check size
B•••••• I•••••• I•••
score 87.3confidence 87%
Why: observed vertical; direct propensity; classification; geography
Watch: no check size
P••••••••• M••••••••• I•••
score 87.2confidence 87%
Why: observed vertical; direct propensity; classification; geography
Watch: no check size
D•••••• S••••••• I•••
score 75confidence 87%
Why: observed vertical; direct propensity; classification; transition signal
Watch: no check size
O•••••• H••••• D•••
score 75confidence 87%
Why: observed vertical; direct propensity; classification; transition signal
Watch: no check size
P••••••• D••••••• I••
score 75confidence 87%
Why: observed vertical; direct propensity; classification; transition signal
Watch: no check size

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

Record history

1 identity change, 3 dated events on the change ledger, latest first

Reclassified
2026-09-11
Office classification changed
2026-09-12
Family office discovered
2026-09-11source
Adviser registered
2026-03-12source

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

Show 16 connections across 3 kinds

Employs (12)

→ P••• B•••••PersonWealth Strategist
factThe subject's own site
→ L••••• K••••PersonOperations Consultant
factThe subject's own site
→ C•••• S••••••PersonResearch Consultant
factThe subject's own site
→ M•••• V•••••PersonOperations Consultant
factThe subject's own site
→ K••••••• Q••••• M••PersonWealth Strategist
factThe subject's own site

All 12

→ E•••• L•••••PersonClient Experience Manager
factThe subject's own site
→ E••• H••••PersonWealth Strategist
factThe subject's own site
→ C••• R•••PersonWealth Manager
factThe subject's own site
→ B••• W•••••PersonFamily Wealth Director
factThe subject's own site
→ E••• L•••PersonChief Growth Officer
factThe subject's own site
→ Q•••• L••••PersonInvestment
factThe subject's own site
→ T••• N••••• S••••••PersonChief Compliance Officer, Ceo
Feb 1, 2026 to presentfactForm ADV

Invested in (3)

→ C•••••••• • • c••••••••• • • C••••••••• F•••••••• N••••••CompanyPortfolio listing
factThe subject's own site
→ L••• P•••••• P•••••CompanyPortfolio listing
factThe subject's own site
→ C••••••••• C••••••• P•••••• A•• •••••CompanyPortfolio listing
factThe subject's own site

Owns (1)

← T••• N••••• S••••••Person75% or more
Feb 1, 2026 to presentfactForm ADV

Not yet on record: direct investments, decision makers, capital scale, last deployment.