DFX Intelligence
This firm's name, 41 more advisory clients and 116 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.
OCIO in Wisconsin
OCIO· Madison, WI
No date on record · this record
OCIOprobableDC plan focus
No date on record · this record
Advisory clients on the tape
44
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
331
filed Sep 9, 2026
ADV institutional RAUM
$36B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$37B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.92; discretionary RAUM $37B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
44 allocators
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust Investment adviser (plan)Actuarythrough Dec 31, 2025 Form 5500
- Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust Investment adviser (plan)Actuarythrough Dec 31, 2025 Form 5500
- Summit Credit Union Defined Benefit Plan and Trust ActuaryInvestment adviser (plan)through Jul 31, 2025 Form 5500
+41 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
2 allocators
- Floridacentral Credit Union Cash Balance Retirement Pension Plan Actuarythrough Dec 31, 2025
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust Actuarythrough Dec 31, 2025
Schedule C rows
119 rows, $3.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust | 2025 | 27 51 | NONE | $36,694 |
| Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust | 2025 | 27 51 | NONE | $9,370 |
| Global Defined Benefit Retirement Plan | 2024 | 27 51 | NONE | $179,485 |
+116 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 331 Sep 9, 2026 reported
- pension plan clients 331 Sep 9, 2026 reported
- raum discretionary $37B Sep 9, 2026 reported
- raum institutional $36B Sep 9, 2026 reported
- raum total $39B Sep 9, 2026 reported
What changed
- Members Capital Advisors, Inc. appears on Community First Credit Union Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and TrustMembers Capital Advisors Inc appears on Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceListerhill Credit Union Cash Balance Defined Benefit Plan and TrustMembers Capital Advisors, Inc. no longer appears on Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDade County Federal Credit Union Defined Benefit Plan and TrustMembers Capital Advisors Inc appears on Dade County Federal Credit Union Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with this firmaskebsa.dol.gov