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.
Former SEC-registered adviser
Hsc Wealth Advisors
Legal name Moneywise Inc
Latest filing Feb 6, 2026
First filing on the tape Mar 21, 2012 · 29 filings
SEC status approved since Mar 16, 1984
RAUM
$449M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$420M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$449M as of Feb 6, 2026
Mar 21, 2012$140M then
HNW client RAUM$322M as of Feb 6, 2026
Mar 30, 2018$140M then
State-registered IARs (5.B.3)9 as of Feb 6, 2026
Mar 21, 20120 then
Employees (5.A)10 as of Feb 6, 2026
Apr 2, 20138 then
Private funds: no history
RAUM +9.6% over the last fiscal year+14% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Feb 6, 2026; every figure names its basis
- RAUM per advisor
- $49.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $249,285derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Custody
- $449M, 462 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$322M72%
- Individuals$97.5M22%
- Pension and profit-sharing plans$28.6M6.4%
- Charitable organizations$975,5370.2%
- Individual clients
- 207reported
- HNW clients
- 169reported
- Pension plan clients
- 70reported
- Charitable clients
- 16reported
- Accounts
- 1,802reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $449M for 462 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Melanie Huff Chenault to Bb&T Securities, LLCAug 16, 2019 · RIA to affiliated broker-dealer or bank
Joined, latest
- Melanie Huff Chenault from Northwestern Mutual Investment Services,LLCJun 25, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Erik Joel Bengds · Vice Presidentcontrolsince 07/2007 · owns 25% to 50%
- Dixon Joseph Eskridge · President / Chief Compliance Officercontrolsince 07/2012 · owns 25% to 50%
- Miles Justin Victor · Vice Presidentcontrolsince 07/2012 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,809 to 1,802Jan 29, 2025 to Feb 6, 2026
- HNW clients · 168 to 169Jan 29, 2025 to Feb 6, 2026
- Individual clients · 206 to 207Jan 29, 2025 to Feb 6, 2026
- Pension plan clients · 69 to 70Jan 29, 2025 to Feb 6, 2026
- Assets in custody · $410M to $449MJan 29, 2025 to Feb 6, 2026
- Employees · 9 to 10Jan 29, 2025 to Feb 6, 2026
- Discretionary RAUM · $410M to $449MJan 29, 2025 to Feb 6, 2026
- HNW RAUM · $294M to $322MJan 29, 2025 to Feb 6, 2026
- Individual RAUM · $89.0M to $97.5MJan 29, 2025 to Feb 6, 2026
- Pension RAUM · $26.1M to $28.6MJan 29, 2025 to Feb 6, 2026
- RAUM · $410M to $449MJan 29, 2025 to Feb 6, 2026
- Accounts · 1,703 to 1,809Jan 23, 2024 to Jan 29, 2025
- Advisory employees · 8 to 9Jan 23, 2024 to Jan 29, 2025
- HNW clients · 141 to 168Jan 23, 2024 to Jan 29, 2025
- Individual clients · 192 to 206Jan 23, 2024 to Jan 29, 2025
- Assets in custody · $358M to $410MJan 23, 2024 to Jan 29, 2025
- Employees · 8 to 9Jan 23, 2024 to Jan 29, 2025
- Financial planning clients · 0 to 0Jan 23, 2024 to Jan 29, 2025
- State-registered IARs · 8 to 9Jan 23, 2024 to Jan 29, 2025
- Discretionary RAUM · $358M to $410MJan 23, 2024 to Jan 29, 2025
- HNW RAUM · $246M to $294MJan 23, 2024 to Jan 29, 2025
- Individual RAUM · $85.9M to $89.0MJan 23, 2024 to Jan 29, 2025
- Pension RAUM · $25.2M to $26.1MJan 23, 2024 to Jan 29, 2025
- RAUM · $358M to $410MJan 23, 2024 to Jan 29, 2025
- Accounts · 1,634 to 1,703Mar 29, 2023 to Jan 23, 2024
- HNW clients · 97 to 141Mar 29, 2023 to Jan 23, 2024
- Individual clients · 201 to 192Mar 29, 2023 to Jan 23, 2024
- Assets in custody · $304M to $358MMar 29, 2023 to Jan 23, 2024
- Discretionary RAUM · $304M to $358MMar 29, 2023 to Jan 23, 2024
- HNW RAUM · $234M to $246MMar 29, 2023 to Jan 23, 2024
- Individual RAUM · $48.0M to $85.9MMar 29, 2023 to Jan 23, 2024
- Pension RAUM · $21.2M to $25.2MMar 29, 2023 to Jan 23, 2024
- RAUM · $304M to $358MMar 29, 2023 to Jan 23, 2024
- Accounts · 1,526 to 1,634Feb 11, 2022 to Jan 24, 2023
- Charity clients · 18 to 16Feb 11, 2022 to Jan 24, 2023
- HNW clients · 121 to 97Feb 11, 2022 to Jan 24, 2023
- Individual clients · 149 to 201Feb 11, 2022 to Jan 24, 2023
- Pension plan clients · 71 to 69Feb 11, 2022 to Jan 24, 2023
- Assets in custody · $357M to $304MFeb 11, 2022 to Jan 24, 2023
- Discretionary RAUM · $357M to $304MFeb 11, 2022 to Jan 24, 2023
Signals
2 dated events
- Hsc Wealth Advisors no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $449.2M)Sep 1, 2026 · Left the SEC roster · derived
- Allen Rick Huff (Founder) no longer on Schedule A of Hsc Wealth Advisors (listed 2018-11-14, absent 2019-01-24)Jan 24, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026