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.
SEC-registered adviser
American Retirement Planning Group Inc
Latest filing Aug 18, 2026
First filing on the tape Feb 6, 2012 · 32 filings
SEC status approved since Apr 5, 2017
RAUM
$348M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
63%
$218M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$174M
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$348M as of Aug 18, 2026
Feb 6, 2012$62.8M then
HNW client RAUM$133M as of Aug 18, 2026
Feb 23, 2018$16.7M then
State-registered IARs (5.B.3)3 as of Aug 18, 2026
Feb 6, 20120 then
Employees (5.A)5 as of Aug 18, 2026
Feb 23, 20184 then
Private funds: no history
RAUM +20% over the last fiscal year+18% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Aug 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $174MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 398derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $400,159derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 37%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 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
- is a broker-dealer (6.A.1)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$133M38%
- Pension and profit-sharing plans$125M36%
- Individuals$85.5M25%
- Charitable organizations$5.2M1.5%
- Individual clients
- 744reported
- HNW clients
- 52reported
- Pension plan clients
- 71reported
- Charitable clients
- 3reported
- Accounts
- 870reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.63 fund_share=0.0 institutional_share=0.37 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew D Dahl | Las Vegas, Nv | Dec 6, 2012 | 13 y | 0 |
| Alec T. Unruh | Las Vegas, Nv | Mar 4, 2022 | 12 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 headcount1 left over 36 months
Left, latest
- Kyle Wayne Gregory to Equitable Advisors, LLCJul 22, 2025 · RIA to affiliated broker-dealer or bank
- Jonathan Barr to Sagepoint Financial, Inc.Mar 17, 2010 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D Matthew Dahl · Chief Investment Officer/Chief Compliance Officercontrolsince 05/2013 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Las Vegas, Nv · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Feb 9, 2026HNW share of RAUM moved from 17.0% to 38.0% between the annual amendments of 2025-03-03 and 2026-02-09peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 815 to 870Mar 3, 2025 to Feb 9, 2026
- Advisory employees · 4 to 2Mar 3, 2025 to Feb 9, 2026
- Charity clients · 1 to 3Mar 3, 2025 to Feb 9, 2026
- HNW clients · 20 to 52Mar 3, 2025 to Feb 9, 2026
- Individual clients · 721 to 744Mar 3, 2025 to Feb 9, 2026
- Pension plan clients · 73 to 71Mar 3, 2025 to Feb 9, 2026
- Employees · 9 to 5Mar 3, 2025 to Feb 9, 2026
- State-registered IARs · 4 to 3Mar 3, 2025 to Feb 9, 2026
- Discretionary RAUM · $236M to $330MMar 3, 2025 to Feb 9, 2026
- HNW RAUM · $49.7M to $133MMar 3, 2025 to Feb 9, 2026
- Individual RAUM · $129M to $85.5MMar 3, 2025 to Feb 9, 2026
- Non-discretionary RAUM · $53.4M to $17.9MMar 3, 2025 to Feb 9, 2026
- Pension RAUM · $107M to $125MMar 3, 2025 to Feb 9, 2026
- RAUM · $289M to $348MMar 3, 2025 to Feb 9, 2026
- Accounts · 828 to 815Mar 21, 2024 to Mar 3, 2025
- Charity clients · 2 to 1Mar 21, 2024 to Mar 3, 2025
- HNW clients · 11 to 20Mar 21, 2024 to Mar 3, 2025
- Individual clients · 739 to 721Mar 21, 2024 to Mar 3, 2025
- Pension plan clients · 76 to 73Mar 21, 2024 to Mar 3, 2025
- Employees · 6 to 9Mar 21, 2024 to Mar 3, 2025
- Financial planning clients · 251-500 to 101-250Mar 21, 2024 to Mar 3, 2025
- Discretionary RAUM · $181M to $236MMar 21, 2024 to Mar 3, 2025
- HNW RAUM · $25.1M to $49.7MMar 21, 2024 to Mar 3, 2025
- Individual RAUM · $114M to $129MMar 21, 2024 to Mar 3, 2025
- Non-discretionary RAUM · $54.5M to $53.4MMar 21, 2024 to Mar 3, 2025
- Pension RAUM · $93.1M to $107MMar 21, 2024 to Mar 3, 2025
- RAUM · $235M to $289MMar 21, 2024 to Mar 3, 2025
- Accounts · 894 to 828Jan 10, 2024 to Mar 21, 2024
- Charity clients · 1 to 2Jan 10, 2024 to Mar 21, 2024
- HNW clients · 6 to 11Jan 10, 2024 to Mar 21, 2024
- Individual clients · 807 to 739Jan 10, 2024 to Mar 21, 2024
- Pension plan clients · 80 to 76Jan 10, 2024 to Mar 21, 2024
- Employees · 7 to 6Jan 10, 2024 to Mar 21, 2024
- Discretionary RAUM · $165M to $181MJan 10, 2024 to Mar 21, 2024
- HNW RAUM · $18.4M to $25.1MJan 10, 2024 to Mar 21, 2024
- Individual RAUM · $101M to $114MJan 10, 2024 to Mar 21, 2024
- Non-discretionary RAUM · $44.1M to $54.5MJan 10, 2024 to Mar 21, 2024
- Pension RAUM · $89.5M to $93.1MJan 10, 2024 to Mar 21, 2024
- RAUM · $209M to $235MJan 10, 2024 to Mar 21, 2024
- Accounts · 927 to 894Jun 7, 2022 to Mar 23, 2023
Signals
2 dated events
- Kyle Wayne Gregory left American Retirement Planning Group Inc for Equitable Advisors, Llc (registered 2026-03-20)Jul 22, 2025 · Advisor changed firm · fact
- American Retirement Planning Group Inc filed its initial SEC registration (Form ADV)Mar 23, 2017 · First SEC registration · 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
- cdastrup@intelligentinvestment.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- gkrol@intelligentinvestment.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 702-655-8300reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 702-658-3452reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- intelligentinvestment.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 702-655-8300reportedpublic record, Form ADV, Aug 18, 2026
- Team page
- intelligentinvestment.com/team-member-01reportedpublished 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
- $174Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026