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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

K•••• A•• M••••••

I•••••• W•••••independent RIACedar Park, TxIA-onlyIAPD 5080031

Feed of 09/14/2026

Also filed as K•••• A•• M••••••

At current firm

6 y

since Jan 16, 2020

In the industry

16 y

since Jan 1, 2010 (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: RETIREMENT CONSULTANT, SENIOR WEALTH ADVISORreportedironoakwealth.comfirm site, Sep 15, 2026
Designations: MBAreportedironoakwealth.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 19reportedironoakwealth.com“With over 19 years of experience in financial services, she brings a consultative, data-driven approach that helps business owners and executives align their retirement, tax, and compensation strategies for long-term success.”
Business email: kmcgrath@ironoakwealth.comreportedironoakwealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/kelly-mcgrath-6916b739reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: ironoakwealth.com/team/kelly-mcgrathreportedironoakwealth.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

I•••••• W••••• independent RIA current
since Jan 16, 2020 · Cedar Park, Tx
I••••••• S••••••••• L•• unclassified
May 14, 2019 to Jan 21, 2020 · Austin, Tx
S••••••••• W••••• M••••••••• I••• former
Jan 19, 2018 to Mar 23, 2022 · Austin, Tx
E•••• A••••••••• L•• mixed wealth
Mar 4, 2011 to Jan 3, 2018 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

S••••••••• W••••• M••••••••• I••• to I••••••• S••••••••• L••
left Mar 23, 2022, registered May 14, 2019 (-1044 days) · Other
I••••••• S••••••••• L•• to I•••••• W•••••
left Jan 21, 2020, registered Jan 16, 2020 (-5 days) · Other
E•••• A••••••••• L•• to S••••••••• W••••• M••••••••• I•••
left Jan 3, 2018, registered Jan 19, 2018 (16 days) · Other · moved with a team

Signals

K•••• A•• M•••••• left S••••••••• W••••• M••••••••• I••• for I••••••• S••••••••• L•• (registered 2019-05-14)
Mar 23, 2022 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address