DFX Intelligence

This firm's name, 7 more advisory clients, 16 more Schedule C rows and 8 more dated events

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 in Florida

Investment consultant· FL

No date on record · this record

Investment consultantprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

filed Aug 5, 2026

ADV institutional RAUM

$2.1B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$2.8B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $2.8B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

10 allocators

Operative Plasterers and Cement Masons Local No. 109 Pension Plan General consultantthrough Apr 30, 2025 Form 5500
Bricklayers Pension Plan of Western PA Investment adviser (plan)through Dec 31, 2024 Form 5500
Local 670 Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500

+7 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.

Other roles

1 allocator

OGE Energy Corp. Retirement Plan Actuarythrough Dec 31, 2024

Schedule C rows

19 rows, $606,439 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
OGE Energy Corp. Retirement Plan	2024	11 50	ACTUARY	$60,022
Building Material Drivers Local 436 Pension Fund	2024	27	INVESTMENT CONSULTANT	$55,000
Building Trades Pension Plan of Western Pennsylvania	2024	27	NONE	$44,500

+16 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 19 Aug 5, 2026 reported
government clients 8 Aug 5, 2026 reported
institutional clients 41 Aug 5, 2026 reported
pension plan clients 14 Aug 5, 2026 reported
raum discretionary $2.8B Aug 5, 2026 reported
raum institutional $2.1B Aug 5, 2026 reported
raum total $2.8B Aug 5, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceCleveland Soft Drink Workers Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceOperative Plasterers and Cement Masons Local No. 109 Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceBuilding Material Drivers Local 436 Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLocal 670 Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceIbew Local Union 64 Pension Plan
with this firmaskebsa.dol.gov

+8 more dated events

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

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