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

American Fidelity Assurance Co

Former SEC-registered adviserOklahoma City, OklahomaCRD 106080SEC 801-8231IAPD
Latest filing Feb 27, 2015
First filing on the tape Mar 27, 2012 · 5 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1,500
0 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$210M as of Mar 17, 2014
Mar 27, 2012$157M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 27, 2015
Mar 27, 20120 then
Employees (5.A)1,500 as of Feb 27, 2015
Mar 14, 20131,500 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Feb 27, 2015; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 5.G
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)
  • a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
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
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Donald Lawrence Alkire · Senior Vice Presidentcontrol
        since 01/2010 · owns less than 5%
      • Scott Gregory Allen · Directorcontrol
        since 04/2009 · owns less than 5%
      • Michael Alex Bagby · Senior Vice Presidentcontrol
        since 01/2006 · owns less than 5%
      • Monroe John Bendheim · Directorcontrol
        since 04/2009 · owns less than 5%
      • H Timothy Bolden · Chief Compliance Officercontrol
        since 06/2012 · owns less than 5%
      • Robert David Brearton · Executive Vice Presidentcontrol
        since 01/2007 · owns less than 5%
      • Joseph Ronald Byrne · Senior Vice Presidentcontrol
        since 01/2006 · owns less than 5%
      • Lee Lynda Cameron · Directorcontrol
        since 01/1992 · owns 50% to 75%
      • Martyn William Cameron · Ch.Bd/Dir/Ceocontrol
        since 04/2006 · owns 50% to 75%
      • Ray David Carpenter · Presidentcontrol
        since 01/2002 · owns less than 5%
      • Elmer William Durrett · Senior Chairman Of Boardcontrol
        since 01/1998 · owns less than 5%
      • Roy Charles Eitel · Directorcontrol
        since 08/2009 · owns less than 5%
      • Marinus Theodore Elam · Directorcontrol
        since 04/2000 · owns less than 5%
      • Anne Kimberly Fisher · Senior Vice Presidentcontrol
        since 01/2013 · owns less than 5%
      • Kathryn Lucy Fritts · Senior Vice Presidentcontrol
        since 01/2007 · owns less than 5%
      • Celene Traci Hampton · Senior Vice Presidentcontrol
        since 01/2012 · owns less than 5%
      • Raymond Keith Johnson · Senior Vice Presidentcontrol
        since 01/2004 · owns less than 5%
      • Thomas Christopher Kenney · Assistant Sec Compliance Officercontrol
        since 01/2012 · owns less than 5%
      • Lynn Alfred Litchenburg · Executive Vice Presidentcontrol
        since 01/2002 · owns less than 5%
      • Paula Marshall · Directorcontrol
        since 07/1998 · owns less than 5%
      • Joe Tommie Mcdaniel · Directorcontrol
        since 08/2011 · owns less than 5%
      • Michael Stephen Prescott · Directorcontrol
        since 08/2010 · owns less than 5%
      • Marie Jeanette Rice · Executive Vice Presidentcontrol
        since 02/2000 · owns less than 5%
      • Dale Ricky Summerlin · Senior Vice Presidentcontrol
        since 01/2007 · owns less than 5%
      • Eugene Gary Tredway · Executive Vice Presidentcontrol
        since 01/2002 · owns less than 5%
      • Lee Lynda Cameron · Vp/Shareholdercontrol
        since 05/1980 · owns 50% to 75% of Cameron Associates, Inc.
      • Martyn William Cameron · Pres/Ceo/Cob/Shareholdercontrol
        since 05/1980 · owns 50% to 75% of Cameron Associates, Inc.
      • Michael David Robinson · Chief Sec Compliance Officer
        since 01/2012 · owns less than 5%
      Entity owners
      • American Fidelity Corporation · Shareholder
        direct · owns 75% or more
      • Cameron Associates, Inc. · Sole General Partner
        indirect · owns 75% or more of Cameron Enterprises A Limited Partnership
      • Cameron Enterprises A Limited Partnership · Shareholder
        indirect · owns 75% or more of American Fidelity Corporation
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 1.0 to unset
        Mar 17, 2014 to Feb 27, 2015
      • Advisory employees · 25 to 0
        Mar 17, 2014 to Feb 27, 2015
      • BD registered reps · 320 to 343
        Mar 17, 2014 to Feb 27, 2015
      • Discretionary RAUM · 210048994.0 to unset
        Mar 17, 2014 to Feb 27, 2015
      • Non-discretionary RAUM · 0.0 to unset
        Mar 17, 2014 to Feb 27, 2015
      • RAUM · 210048994.0 to unset
        Mar 17, 2014 to Feb 27, 2015
      • Discretionary RAUM · $170M to $210M
        Mar 14, 2013 to Mar 17, 2014
      • RAUM · $170M to $210M
        Mar 14, 2013 to Mar 17, 2014
      • Advisory employees · unset to 25.0
        Apr 2, 2012 to Mar 14, 2013
      • BD registered reps · unset to 320.0
        Apr 2, 2012 to Mar 14, 2013
      • Assets in custody · 157542195.0 to unset
        Apr 2, 2012 to Mar 14, 2013
      • Custody of client assets · true to false
        Apr 2, 2012 to Mar 14, 2013
      • Employees · unset to 1500.0
        Apr 2, 2012 to Mar 14, 2013
      • Discretionary RAUM · $157M to $170M
        Apr 2, 2012 to Mar 14, 2013
      • RAUM · $157M to $170M
        Apr 2, 2012 to Mar 14, 2013
      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.
      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