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•••••• I••••••••• G••••
Legal name B•••••• I••••••••• G•••• I••
Latest filing Mar 31, 2026
First filing on the tape Mar 27, 2012 · 18 filings
SEC status approved since Oct 1, 1983
RAUM
$953M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$901M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$318M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$953M as of Mar 31, 2026
Mar 27, 2012$232M then
HNW client RAUM$780M as of Mar 31, 2026
Mar 29, 2018$281M then
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Feb 20, 20133 then
Employees (5.A)6 as of Mar 31, 2026
Feb 20, 20135 then
Private funds: no history
RAUM +14% over the last fiscal year+18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 31, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $318MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.7MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.6%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$780M82%
- Individuals$121M13%
- Corporations and businesses$20.9M2.2%
- Pension and profit-sharing plans$15.6M1.6%
- Charitable organizations$15.0M1.6%
- Individual clients
- 94reported
- HNW clients
- 80reported
- Pension plan clients
- 4reported
- Charitable clients
- 4reported
- Accounts
- 582reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D••• R••••• H••••• | Atlanta, Ga | Jan 17, 2005 | 38 y | 0 |
| J•••• M••••••••• J••••••Chartered Financial Analyst | Atlanta, Ga | Feb 4, 2005 | 26 y | 0 |
| C••••••• A•••• H••••• | Atlanta, Ga | Jul 10, 2024 | 11 y | 2 |
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
- C••••••• A•••• H••••• from F••••••• P••••••• A•• W•••••••• A•••••••Jul 10, 2024 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• A••••• A••••• · Presidentcontrolsince 06/1997 · owns 75% or more
- H•••••• D•••• R••••• · Executive Vice President/Chief Compliance Officercontrolsince 06/1997 · owns less than 5%
- J••••••• J••••• M••••••••• · Vice Presidentsince 06/2000 · owns less than 5%
Related persons
Schedule D 7.A
- A•••• A• B••••••pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Mar 31, 2026RAUM per registered advisor of $317,509,734 against a peer median of $106,287,903 (1262 comparable advisers, 100.0th percentile, 3.7 robust deviations)peers: independent wealth managers, $500M to $1B (1,262) · 100% percentile
- business activity changedChange between filings · filing Mar 31, 2026portfolio management for pooled vehicles (Item 5.G.4): yes on the filing of 2025-03-19, no on the filing of 2026-03-31peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 573 to 582Mar 19, 2025 to Mar 31, 2026
- Advisory activities · 3 to 2Mar 19, 2025 to Mar 31, 2026
- Charity clients · 3 to 4Mar 19, 2025 to Mar 31, 2026
- HNW clients · 77 to 80Mar 19, 2025 to Mar 31, 2026
- Individual clients · 91 to 94Mar 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $838M to $953MMar 19, 2025 to Mar 31, 2026
- HNW RAUM · $686M to $780MMar 19, 2025 to Mar 31, 2026
- Individual RAUM · $107M to $121MMar 19, 2025 to Mar 31, 2026
- Pension RAUM · $13.8M to $15.6MMar 19, 2025 to Mar 31, 2026
- RAUM · $838M to $953MMar 19, 2025 to Mar 31, 2026
- Accounts · 569 to 573Mar 28, 2024 to Mar 19, 2025
- Advisory employees · 3 to 4Mar 28, 2024 to Mar 19, 2025
- HNW clients · 75 to 77Mar 28, 2024 to Mar 19, 2025
- Individual clients · 89 to 91Mar 28, 2024 to Mar 19, 2025
- Pension plan clients · 5 to 4Mar 28, 2024 to Mar 19, 2025
- Assets in custody · 3124815.0 to unsetMar 28, 2024 to Mar 19, 2025
- Custody of client assets · true to falseMar 28, 2024 to Mar 19, 2025
- Employees · 5 to 6Mar 28, 2024 to Mar 19, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 19, 2025
- State-registered IARs · 2 to 3Mar 28, 2024 to Mar 19, 2025
- Discretionary RAUM · $759M to $838MMar 28, 2024 to Mar 19, 2025
- HNW RAUM · $621M to $686MMar 28, 2024 to Mar 19, 2025
- Individual RAUM · $97.2M to $107MMar 28, 2024 to Mar 19, 2025
- Pension RAUM · $12.5M to $13.8MMar 28, 2024 to Mar 19, 2025
- RAUM · $759M to $838MMar 28, 2024 to Mar 19, 2025
- Accounts · 555 to 569Mar 20, 2023 to Mar 25, 2024
- Advisory activities · 2 to 3Mar 20, 2023 to Mar 25, 2024
- Individual clients · 90 to 89Mar 20, 2023 to Mar 25, 2024
- Pension plan clients · 4 to 5Mar 20, 2023 to Mar 25, 2024
- Assets in custody · $670,012 to $3.1MMar 20, 2023 to Mar 25, 2024
- Discretionary RAUM · $580M to $759MMar 20, 2023 to Mar 25, 2024
- HNW RAUM · $474M to $621MMar 20, 2023 to Mar 25, 2024
- Individual RAUM · $71.1M to $97.2MMar 20, 2023 to Mar 25, 2024
- Pension RAUM · $9.3M to $12.5MMar 20, 2023 to Mar 25, 2024
- RAUM · $580M to $759MMar 20, 2023 to Mar 25, 2024
- Accounts · 562 to 555Mar 18, 2022 to Mar 20, 2023
- Charity clients · 1 to 3Mar 18, 2022 to Mar 20, 2023
- Corporate clients · 2 to 3Mar 18, 2022 to Mar 20, 2023
- HNW clients · 73 to 75Mar 18, 2022 to Mar 20, 2023
- Individual clients · 89 to 90Mar 18, 2022 to Mar 20, 2023
Signals
1 dated events
- B•••••• I••••••••• G•••• reported RAUM $758.8M, up 31% from $580.3M (2023-03-20 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
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 phone
- 404-233-9341reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- w••.b••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 404-233-9341reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- b••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- b••••••.comreportedpublished 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
- $318Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026