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.
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SEC-registered adviser
B••••• H•••• • C• I••
Latest filing Feb 17, 2026
First filing on the tape Mar 2, 2012 · 19 filings
SEC status approved since Sep 29, 1980
RAUM
$4.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
12%
$557M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$4.6B
derived; firm RAUM over IAPD count
Employees
10
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$4.6B as of Feb 17, 2026
Mar 2, 2012$2.1B then
HNW client RAUM$552M as of Feb 17, 2026
Mar 20, 2018$354M then
State-registered IARs (5.B.3)1 as of Feb 17, 2026
Mar 2, 20120 then
Employees (5.A)10 as of Feb 17, 2026
Mar 5, 20138 then
Private funds: no history
RAUM +7.4% over the last fiscal year+12% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 17, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $4.6BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 76derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.5MderivedHNW RAUM over HNW clients
- Average account
- $22.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 87%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 10.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.3%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $34.8M, 7 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$3.9B84%
- High-net-worth individuals$552M12%
- Pension and profit-sharing plans$76.3M1.7%
- Corporations and businesses$63.5M1.4%
- Charitable organizations$61.1M1.3%
- Individuals$5.2M0.1%
- Individual clients
- 11reported
- HNW clients
- 65reported
- Pension plan clients
- 5reported
- Charitable clients
- 6reported
- Accounts
- 208reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $34.8M for 7 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.12 fund_share=0.0 institutional_share=0.87 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| H••••• J•••••• B•••• | Ponte Vedra Beach, Fl | May 22, 1995 | 40 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• H•••••• J•••••• · President, Director, Shareholdercontrolsince 01/1995 · owns 75% or more
- H••••• F••••• B••••• · Managing Directorcontrolsince 09/1992 · owns less than 5%
- K••••• D••••• L•• · Executive Vice President/Chief Compliance Officercontrolsince 01/2003 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Winston-Salem, NC2 employees
What changed
consecutive filings, newest first
- Accounts · 204 to 208Feb 27, 2025 to Feb 17, 2026
- Charity clients · 7 to 6Feb 27, 2025 to Feb 17, 2026
- Corporate clients · 13 to 12Feb 27, 2025 to Feb 17, 2026
- Individual clients · 10 to 11Feb 27, 2025 to Feb 17, 2026
- Assets in custody · $26.7M to $34.8MFeb 27, 2025 to Feb 17, 2026
- Discretionary RAUM · $4.3B to $4.6BFeb 27, 2025 to Feb 17, 2026
- HNW RAUM · $510M to $552MFeb 27, 2025 to Feb 17, 2026
- Individual RAUM · $4.9M to $5.2MFeb 27, 2025 to Feb 17, 2026
- Pension RAUM · $79.4M to $76.3MFeb 27, 2025 to Feb 17, 2026
- RAUM · $4.3B to $4.6BFeb 27, 2025 to Feb 17, 2026
- Accounts · 215 to 204Mar 1, 2024 to Feb 27, 2025
- Corporate clients · 15 to 13Mar 1, 2024 to Feb 27, 2025
- HNW clients · 72 to 65Mar 1, 2024 to Feb 27, 2025
- Individual clients · 8 to 10Mar 1, 2024 to Feb 27, 2025
- Assets in custody · $246M to $26.7MMar 1, 2024 to Feb 27, 2025
- Financial planning clients · unset to Mar 1, 2024 to Feb 27, 2025
- Discretionary RAUM · $3.8B to $4.3BMar 1, 2024 to Feb 27, 2025
- HNW RAUM · $472M to $510MMar 1, 2024 to Feb 27, 2025
- Individual RAUM · $3.5M to $4.9MMar 1, 2024 to Feb 27, 2025
- Pension RAUM · $68.1M to $79.4MMar 1, 2024 to Feb 27, 2025
- RAUM · $3.8B to $4.3BMar 1, 2024 to Feb 27, 2025
- Accounts · 229 to 215Mar 2, 2023 to Mar 1, 2024
- Charity clients · 5 to 7Mar 2, 2023 to Mar 1, 2024
- Individual clients · 10 to 8Mar 2, 2023 to Mar 1, 2024
- Pension plan clients · 6 to 5Mar 2, 2023 to Mar 1, 2024
- Assets in custody · $23.5M to $246MMar 2, 2023 to Mar 1, 2024
- Discretionary RAUM · $3.3B to $3.8BMar 2, 2023 to Mar 1, 2024
- HNW RAUM · $455M to $472MMar 2, 2023 to Mar 1, 2024
- Individual RAUM · $4.2M to $3.5MMar 2, 2023 to Mar 1, 2024
- Pension RAUM · $64.3M to $68.1MMar 2, 2023 to Mar 1, 2024
- RAUM · $3.3B to $3.8BMar 2, 2023 to Mar 1, 2024
- Accounts · 225 to 229Sep 16, 2022 to Mar 2, 2023
- Corporate clients · 19 to 15Sep 16, 2022 to Mar 2, 2023
- HNW clients · 74 to 72Sep 16, 2022 to Mar 2, 2023
- Individual clients · 11 to 10Sep 16, 2022 to Mar 2, 2023
- Pension plan clients · 5 to 6Sep 16, 2022 to Mar 2, 2023
- Assets in custody · $26.7M to $23.5MSep 16, 2022 to Mar 2, 2023
- Discretionary RAUM · $4.1B to $3.3BSep 16, 2022 to Mar 2, 2023
- HNW RAUM · $532M to $455MSep 16, 2022 to Mar 2, 2023
- Individual RAUM · $5.1M to $4.2MSep 16, 2022 to Mar 2, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- B••••H••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 404-995-0507reportedpublic record, Form ADV, Feb 17, 2026
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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $4.6Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026