DFX Intelligence
This firm's name, 2 more other clients and 2 more Schedule C rows
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.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
5 allocators
- National Bankshares, Inc. Retirement Income Plan Actuarythrough Dec 31, 2025
- First Citizens Community Bank Account Balance Pension Plan Actuarythrough Dec 31, 2025
- SBA Master Defined Benefit Pension Plan for First National Bank Actuarythrough Sep 30, 2025
+2 more 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
5 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Bankshares, Inc. Retirement Income Plan | 2025 | 11 | enrolled actuary | |
| First Citizens Community Bank Account Balance Pension Plan | 2025 | 11 | enrolled actuary | |
| SBA Master Defined Benefit Pension Plan for First National Bank | 2024 | 11 | enrolled actuary |
+2 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.
What changed
No dated events.