DFX Intelligence
This firm's name
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant in Georgia
Investment consultant· GA
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
90
filed Mar 11, 2026
ADV institutional RAUM
$14B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.92; discretionary RAUM $1.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Grain Craft, Inc. Retirement Plan for Hourly Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $40,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Grain Craft, Inc. Retirement Plan for Hourly Employees | 2023 | 27 50 | NONE | $20,000 |
| Grain Craft, Inc. Retirement Plan for Hourly Employees | 2022 | 27 50 | NONE | $20,000 |
Form ADV readings
- charity clients 5 Mar 11, 2026 reported
- institutional clients 90 Mar 11, 2026 reported
- pension plan clients 85 Mar 11, 2026 reported
- raum discretionary $1.1B Mar 11, 2026 reported
- raum institutional $14B Mar 11, 2026 reported
- raum total $15B Mar 11, 2026 reported
What changed
- with this firmaskebsa.dol.gov