DFX Intelligence
This firm's name
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 Tennessee
unclassified· TN
No date on record · this record
unclassified
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
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
1 allocator
- Capital Blue Cross Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $65,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Capital Blue Cross Retirement Plan | 2024 | 27 51 | NONE | $60,000 |
| Capital Blue Cross Retirement Plan | 2023 | 27 51 | NONE | $5,000 |
What changed
- with this firmaskebsa.dol.gov