DFX Intelligence

This firm's name, 4 more advisory clients, 13 more Schedule C rows and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

OCIO

No date on record · this record

OCIOprobableDC plan focus

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

4,041

filed Sep 21, 2026

ADV institutional RAUM

$60B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$32B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.84; discretionary RAUM $32B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

7 allocators

Kern Regional Center Defined Benefit Retirement Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
Wise Foods Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Screen Actors Guild - Producers Pension Plan General consultantthrough Dec 31, 2023 Form 5500

+4 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Schedule C rows

16 rows, $436,657 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Pension Plan for Insurance Organizations	2024	27 50	CONSULTANT	$90,854
Kern Regional Center Defined Benefit Retirement Plan	2024	27	INVESTMENT ADVISOR	$47,957
Wise Foods Pension Plan	2024	27 50	INVESTMENT ADVISORY	$17,500

+13 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Form ADV readings

charity clients 238 Sep 21, 2026 reported
government clients 61 Sep 21, 2026 reported
institutional clients 4,041 Sep 21, 2026 reported
pension plan clients 3,742 Sep 21, 2026 reported
raum discretionary $32B Sep 21, 2026 reported
raum institutional $60B Sep 21, 2026 reported
raum total $72B Sep 21, 2026 reported
charity clients 238 Mar 31, 2026 reported
government clients 61 Mar 31, 2026 reported
institutional clients 4,041 Mar 31, 2026 reported
pension plan clients 3,742 Mar 31, 2026 reported
raum discretionary $32B Mar 31, 2026 reported
raum institutional $60B Mar 31, 2026 reported
raum total $72B Mar 31, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceKern Regional Center Defined Benefit Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceKern Regional Center Defined Benefit Retirement Plan
Pensionmark Financial Group LLC no longer appears on Kern Regional Center Defined Benefit Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceBrethren Mutual Insurance Company Employee Retirement Plan
Pensionmark Retirement Group no longer appears on Brethren Mutual Insurance Company Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceMutual Benefit Insurance Company Retirement Plan
Pensionmark Financial Group, LLC no longer appears on Mutual Benefit Insurance Company Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceWise Foods Pension Plan
Pensionmark Financial appears on Wise Foods Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with this firmaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.