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
G•• G••••• I••••••••• I•••
Latest filing Mar 16, 2026
First filing on the tape Nov 14, 2011 · 37 filings
SEC status approved since May 5, 1993
RAUM
$281M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
97%
$274M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$56.3M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$281M as of Mar 16, 2026
Mar 12, 2012$102M then
HNW client RAUM$232M as of Mar 16, 2026
Mar 29, 2018$45.7M then
State-registered IARs (5.B.3)5 as of Mar 16, 2026
Mar 12, 20120 then
Employees (5.A)5 as of Mar 16, 2026
Mar 25, 20134 then
Private funds: no history
RAUM +9.0% over the last fiscal year+16% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $56.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $529,781derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.8%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$232M83%
- Individuals$41.7M15%
- Pension and profit-sharing plans$3.4M1.2%
- Corporations and businesses$2.1M0.8%
- Charitable organizations$1.7M0.6%
- Individual clients
- 151reported
- HNW clients
- 66reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 531reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T•••••• G•••••• | Bloomfield Hills, Mi | May 21, 2010 | 44 y | 0 |
| B••••••• L••••• D•••• T•••• | Bloomfield Hills, Mi | Apr 8, 2019 | 14 y | 0 |
| J••••• T• G•••••• | Bloomfield Hills, Mi | Nov 12, 2021 | 15 y | 2 |
| C•••••• B•••• R•••••• | Bloomfield Hills, Mi | Sep 11, 2023 | 15 y | 2 |
| S••••• F••••• | Bloomfield Hills, Mi | Feb 27, 2024 | 11 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
- J••••• T• G•••••• to M•••••• C•••••• M••••••••• L••Nov 11, 2015 · Other
- E•••• S••••• K••••••• S•••••••• to H•••• F•••••••• S•••••••• I•••May 8, 2013 · Other
- K•••••• M••• B•••••• to B•••••• W••••• M••••••••• C••••Nov 14, 2011 · Other
Joined, latest
- C•••••• B•••• R•••••• from S•••••••• W••••• A••••••• G••••• I•••Sep 11, 2023 · RIA to RIA
- J••••• T• G•••••• from M•••••• C•••••• M••••••••• L••Nov 12, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••••• J•••••• T• · Managing Partner, P•••••••• Manager, Client Advisorcontrolsince 10/2021 · owns 10% to 25%
- G••••••• T•••••• · President, Cco, P•••••••• Managercontrolsince 03/2021 · owns 75% or more
- D•••• T••••• B•••••••• L••••• · Managing Partner, Client Advisorsince 01/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bloomfield Hills, Mi · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 492 to 531Mar 24, 2025 to Mar 16, 2026
- HNW clients · 56 to 66Mar 24, 2025 to Mar 16, 2026
- Discretionary RAUM · $249M to $271MMar 24, 2025 to Mar 16, 2026
- HNW RAUM · $207M to $232MMar 24, 2025 to Mar 16, 2026
- Individual RAUM · $45.6M to $41.7MMar 24, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $9.0M to $10.5MMar 24, 2025 to Mar 16, 2026
- Pension RAUM · $2.8M to $3.4MMar 24, 2025 to Mar 16, 2026
- RAUM · $258M to $281MMar 24, 2025 to Mar 16, 2026
- Accounts · 460 to 492Feb 23, 2024 to Mar 24, 2025
- Charity clients · 1.0 to unsetFeb 23, 2024 to Mar 24, 2025
- Corporate clients · 1.0 to unsetFeb 23, 2024 to Mar 24, 2025
- HNW clients · 72 to 56Feb 23, 2024 to Mar 24, 2025
- Individual clients · 127 to 151Feb 23, 2024 to Mar 24, 2025
- Financial planning clients · 51-100 to 51-100Feb 23, 2024 to Mar 24, 2025
- Discretionary RAUM · $227M to $249MFeb 23, 2024 to Mar 24, 2025
- HNW RAUM · $198M to $207MFeb 23, 2024 to Mar 24, 2025
- Individual RAUM · $26.4M to $45.6MFeb 23, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $0 to $9.0MFeb 23, 2024 to Mar 24, 2025
- Pension RAUM · unset to 2774526.0Feb 23, 2024 to Mar 24, 2025
- RAUM · $227M to $258MFeb 23, 2024 to Mar 24, 2025
- Accounts · 449 to 460Jun 10, 2023 to Feb 23, 2024
- HNW clients · 68 to 72Jun 10, 2023 to Feb 23, 2024
- Individual clients · 128 to 127Jun 10, 2023 to Feb 23, 2024
- HQ city · FARMINGTON HILLS to BLOOMFIELD HILLSJun 10, 2023 to Feb 23, 2024
- Discretionary RAUM · $182M to $227MJun 10, 2023 to Feb 23, 2024
- HNW RAUM · $157M to $198MJun 10, 2023 to Feb 23, 2024
- Individual RAUM · $24.0M to $26.4MJun 10, 2023 to Feb 23, 2024
- RAUM · $182M to $227MJun 10, 2023 to Feb 23, 2024
- Accounts · 181 to 449Aug 18, 2022 to Mar 17, 2023
- Advisory activities · 3 to 2Aug 18, 2022 to Mar 17, 2023
- Charity clients · unset to 1.0Aug 18, 2022 to Mar 17, 2023
- Corporate clients · unset to 1.0Aug 18, 2022 to Mar 17, 2023
- HNW clients · 24 to 68Aug 18, 2022 to Mar 17, 2023
- Individual clients · 137 to 128Aug 18, 2022 to Mar 17, 2023
- Pooled vehicle clients · 1.0 to unsetAug 18, 2022 to Mar 17, 2023
- Insurance-licensed employees · 1 to 0Aug 18, 2022 to Mar 17, 2023
- Financial planning clients · 11-25 to 51-100Aug 18, 2022 to Mar 17, 2023
- Discretionary RAUM · $217M to $182MAug 18, 2022 to Mar 17, 2023
- HNW RAUM · $138M to $157MAug 18, 2022 to Mar 17, 2023
- Individual RAUM · $78.1M to $24.0MAug 18, 2022 to Mar 17, 2023
Signals
2 dated events
- T. Joseph Griffin (Managing Partner, Portfolio Manager, Client Advisor) appeared on Schedule A of G•• G••••• I••••••••• I•••Mar 17, 2023 · Control person joined · fact
- M Michelle Dinardo (Client Advisor, Vice President) appeared on Schedule A of G•• G••••• I••••••••• I•••Feb 20, 2019 · Control person joined · fact
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
- Business email
- info@gpmgrowth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- joe@gpmgrowth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-865-0518reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/gpm-growth-investors-increportedpublic record, Form ADV, Sep 18, 2026
- Website
- gpmgrowth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-865-0518reportedpublic record, Form ADV, Mar 16, 2026
- Team page
- gpmgrowth.com/teamreportedpublished by the firm, firm site, Sep 15, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $56.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026