DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Clark D Edlund

Caz Investments L.P.asset managerHouston, TxIA-onlyIAPD 4958508

Feed of 09/14/2026

At current firm

10 y

since Feb 25, 2016

In the industry

20 y

since Apr 4, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partnerreportedcazinvestments.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Caz Investments L.P. asset manager current
since Feb 25, 2016 · Houston, Tx
Zt Wealth Advisory unclassified
Nov 18, 2015 to Feb 10, 2016 · Houston, Tx
Mha Financial Corp state registered
May 2, 2014 to Nov 2, 2015 · Westwood, Ma
LPL Financial LLC BD affiliated
Jul 15, 2008 to Feb 2, 2009 · Houston, Tx
First Allied Advisory Services, Inc. former
Jul 13, 2007 to Jul 1, 2008 · Humble, Tx
Equitable Advisors, LLC national BD
Apr 4, 2006 to Jul 18, 2007 · The Woodlands, Tx

Moves

a registration end followed by a registration begin elsewhere

Zt Wealth Advisory to Caz Investments L.P.
left Feb 10, 2016, registered Feb 25, 2016 (15 days) · Other
Mha Financial Corp to Zt Wealth Advisory
left Nov 2, 2015, registered Nov 18, 2015 (16 days) · Other
LPL Financial LLC to Mha Financial Corp
left Feb 2, 2009, registered May 2, 2014 (1915 days) · Other
First Allied Advisory Services, Inc. to LPL Financial LLC
left Jul 1, 2008, registered Jul 15, 2008 (14 days) · Other
Equitable Advisors, LLC to First Allied Advisory Services, Inc.
left Jul 18, 2007, registered Jul 13, 2007 (-5 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address