DFX Intelligence
This firm's name and 5 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
3
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
3 allocators
- Burke & Herbert Bank & Trust Company Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Russellville Engineered Castings Union Retirement Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- Snow Shoe Refractories, LLC Pension Plan for Hourly Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
8 rows, $255,333 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Russellville Engineered Castings Union Retirement Plan | 2024 | 27 38 51 | NONE | $44,179 |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan | 2024 | 11 15 17 38 49 50 | NONE | $29,611 |
| Burke & Herbert Bank & Trust Company Retirement Plan | 2024 | 27 38 51 | NONE | $28,151 |
+5 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.