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

Wilson Bennett Capital Management Inc

Former SEC-registered adviserMclean, VirginiaCRD 107092SEC 801-40215IAPD
Latest filing Jun 25, 2012
First filing on the tape Dec 23, 2011 · 4 filings
RAUM
$33.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$33.1M as of Jun 25, 2012
Dec 23, 2011$37.1M then
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 25, 2012; 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
$689,280derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, 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 individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership
controlled by a public reporting companyderived
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)
  • controlled by a public reporting company (10.A)
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
48reported
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
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Franklin Brian Burnham · Director Of Operationscontrol
    since 09/2006 · owns less than 5%
  • Ira Adam Cohen · Senior Portfolio Managercontrol
    since 02/2012 · owns less than 5%
  • Anne Colleen Kelly · Chief Compliance Officercontrol
    since 11/2010 · owns less than 5%
  • Thomas William Mundy · Managing Directorcontrol
    since 12/2009 · owns less than 5%
  • Kevin Frank Reynolds · President And Chairman Of The Boardcontrol
    since 07/2009 · owns less than 5%
  • Allen Mark Wendel · Secretary And Treasurercontrol
    since 04/2008 · owns less than 5%
Entity owners
  • Cardinal Financial Corporation · Owner
    direct · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
  • Cardinal Bank
    y
  • Cardinal Wealth Services
    broker-dealern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 55 to 48
    Dec 23, 2011 to Mar 30, 2012
  • Advisory activities · 3 to 2
    Dec 23, 2011 to Mar 30, 2012
  • Insurance-licensed employees · unset to 0.0
    Dec 23, 2011 to Mar 30, 2012
  • Discretionary RAUM · $37.1M to $33.1M
    Dec 23, 2011 to Mar 30, 2012
  • RAUM · $37.1M to $33.1M
    Dec 23, 2011 to Mar 30, 2012
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