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
M••• I••••••••• A•••••••
Legal name M••••• M•••••••• H••••• • P•••••• I•••
Latest filing Mar 10, 2026
First filing on the tape Mar 8, 2012 · 16 filings
SEC status approved since May 3, 1993
RAUM
$435M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$431M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$218M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$435M as of Mar 10, 2026
Mar 8, 2012$216M then
HNW client RAUM$387M as of Mar 10, 2026
Mar 23, 2018$263M then
State-registered IARs (5.B.3)2 as of Mar 10, 2026
Mar 8, 20120 then
Employees (5.A)4 as of Mar 10, 2026
Mar 25, 20137 then
Private funds: no history
RAUM +7.8% over the last fiscal year+7.7% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 10, 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
- $218MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 168derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $337,423derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -6.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $435M, 342 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
- is an insurance broker or agent (6.A.6)
- 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)
- 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
- High-net-worth individuals$387M89%
- Individuals$43.7M10%
- Pension and profit-sharing plans$4.1M1.0%
- Charitable organizations$253,1910.1%
- Corporations and businesses$76,1570.0%
- Individual clients
- 162reported
- HNW clients
- 174reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,290reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $435M for 342 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• J•••• M•••••••• | Thomasville, Ga | Mar 3, 2003 | 37 y | 0 |
| J••• M••• P••••• | Thomasville, Ga | Feb 1, 2008 | 29 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
- J••• M••• P••••• from P•••••• W••••• M••••••••• L••Feb 1, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••••• D••••• J•••• · Managing Director & Chief Compliance Officercontrolsince 01/2024 · owns 50% to 75%
- P•••••• J•••• M••• · Managing Directorcontrolsince 01/2024 · owns 25% to 50%
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 |
|---|---|---|---|---|---|
| Thomasville, Ga · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,260 to 1,290Feb 20, 2025 to Mar 10, 2026
- HNW clients · 183 to 174Feb 20, 2025 to Mar 10, 2026
- Individual clients · 177 to 162Feb 20, 2025 to Mar 10, 2026
- Assets in custody · $404M to $435MFeb 20, 2025 to Mar 10, 2026
- Financial planning clients · 0 to 101-250Feb 20, 2025 to Mar 10, 2026
- Discretionary RAUM · $404M to $435MFeb 20, 2025 to Mar 10, 2026
- HNW RAUM · $349M to $387MFeb 20, 2025 to Mar 10, 2026
- Individual RAUM · $44.3M to $43.7MFeb 20, 2025 to Mar 10, 2026
- Pension RAUM · $9.8M to $4.1MFeb 20, 2025 to Mar 10, 2026
- RAUM · $404M to $435MFeb 20, 2025 to Mar 10, 2026
- Accounts · 976 to 1,260Feb 22, 2024 to Feb 20, 2025
- HNW clients · 176 to 183Feb 22, 2024 to Feb 20, 2025
- Individual clients · 205 to 177Feb 22, 2024 to Feb 20, 2025
- Assets in custody · $377M to $404MFeb 22, 2024 to Feb 20, 2025
- Financial planning clients · 51-100 to 0Feb 22, 2024 to Feb 20, 2025
- Discretionary RAUM · $377M to $404MFeb 22, 2024 to Feb 20, 2025
- HNW RAUM · $326M to $349MFeb 22, 2024 to Feb 20, 2025
- Individual RAUM · $40.9M to $44.3MFeb 22, 2024 to Feb 20, 2025
- Pension RAUM · $10.2M to $9.8MFeb 22, 2024 to Feb 20, 2025
- RAUM · $377M to $404MFeb 22, 2024 to Feb 20, 2025
- Accounts · 926 to 976Mar 13, 2023 to Feb 22, 2024
- Advisory employees · 3 to 2Mar 13, 2023 to Feb 22, 2024
- HNW clients · 188 to 176Mar 13, 2023 to Feb 22, 2024
- Individual clients · 186 to 205Mar 13, 2023 to Feb 22, 2024
- Assets in custody · unset to 377406180.0Mar 13, 2023 to Feb 22, 2024
- Custody of client assets · false to trueMar 13, 2023 to Feb 22, 2024
- Employees · 5 to 4Mar 13, 2023 to Feb 22, 2024
- State-registered IARs · 3 to 2Mar 13, 2023 to Feb 22, 2024
- Discretionary RAUM · $349M to $377MMar 13, 2023 to Feb 22, 2024
- HNW RAUM · $297M to $326MMar 13, 2023 to Feb 22, 2024
- Individual RAUM · $33.6M to $40.9MMar 13, 2023 to Feb 22, 2024
- Pension RAUM · $18.3M to $10.2MMar 13, 2023 to Feb 22, 2024
- RAUM · $349M to $377MMar 13, 2023 to Feb 22, 2024
- Accounts · 1,414 to 926Feb 11, 2022 to Mar 13, 2023
- HNW clients · 181 to 188Feb 11, 2022 to Mar 13, 2023
- Individual clients · 185 to 186Feb 11, 2022 to Mar 13, 2023
- Discretionary RAUM · $403M to $349MFeb 11, 2022 to Mar 13, 2023
- HNW RAUM · $336M to $297MFeb 11, 2022 to Mar 13, 2023
- Individual RAUM · $44.9M to $33.6MFeb 11, 2022 to Mar 13, 2023
- Pension RAUM · $21.3M to $18.3MFeb 11, 2022 to Mar 13, 2023
Signals
1 dated events
- Elbert Fred Murphy (Managing Director) no longer on Schedule A of M••• I••••••••• A••••••• (listed 2023-03-13, absent 2024-02-22)Feb 22, 2024 · Control person left · inference
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
- i•••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 229-228-1822reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-982-5052reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 229-228-0825reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- M•••INVEST.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 229-228-1822reportedpublic record, Form ADV, Mar 10, 2026
- Team page
- m•••••••••.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
- $218Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026