This firm's name and 6 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.

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
261
filed Mar 27, 2026
ADV institutional RAUM
$1.9B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$984M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.74; discretionary RAUM $984M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Other roles
3 allocators
Schedule C rows
9 rows, $307,952 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
South Florida Pbs, Inc. Retirement Plan202411enrolled actuary
Western Farm Bureau Pension Plan202327INVESTMENT ADVISOR$99,770
Western Farm Bureau Pension Plan202327INVESTMENT ADVISOR$49,433

+6 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
  • institutional clients 261 Mar 27, 2026 reported
  • pension plan clients 261 Mar 27, 2026 reported
  • raum discretionary $984M Mar 27, 2026 reported
  • raum institutional $1.9B Mar 27, 2026 reported
  • raum total $2.6B Mar 27, 2026 reported
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