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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Former SEC-registered adviser

B••••••• C•••••• M••••••••• L••

Former SEC-registered adviserCharlotte, North CarolinaCRD 108457SEC 801-78771IAPD
Latest filing Oct 29, 2013
First filing on the tape Feb 27, 2012 · 5 filings
RAUM
$52.2M
reported, Item 5.F
Discretionary
97%
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
3
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$52.2M as of Oct 29, 2013
Feb 27, 2012$44.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Oct 29, 2013
Feb 27, 20120 then
Employees (5.A): 3
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Oct 29, 2013; every figure names its basis
RAUM per advisor
$26.1MderivedRAUM 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
$206,949derivedRAUM over accounts (5.F.2.f)
Discretionary
97%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 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 assets, hourlyreportedItem 5.E
Advisory activities
portfolio management for individuals, otherreportedItem 5.G
Ownership
a PE fund or sponsor is a 25 percent or greater owner 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)
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
252reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
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
Joined, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • W••• W••••••• W••••••• · Chief Compliance Officer/ Presidentcontrol
      since 10/2004 · owns less than 5%
    • E••••• L••••• T•••••• · Elected Managercontrol
      since 05/2009 · owns F of Camg Solamere Management, LLC
    • M••• B•••• D•••• · Elected Managercontrol
      since 05/2009 · owns F of Camg Solamere Management, LLC
    • S••••• C••••••••• R••••• · Elected Managercontrol
      since 05/2009 · owns F of Camg Solamere Management, LLC
    • W•••••• S••••••• E••••• · Elected Managercontrol
      since 05/2009 · owns F of Camg Solamere Management, LLC
    Entity owners
    • S••••••• A••••••• · Member
      direct · owns 75% or more
    • C•••••••• A•••• M••••••••• G•••• · Member
      indirect · owns 25% to 50% of Solamere Advisors
    • S••••••• G••••• L•• · Member
      indirect · owns 50% to 75% of Camg Solamere, LLC
    • C••• S••••••• L•• · Member
      indirect · owns 25% to 50% of Solamere Advisors
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 260 to 252
      Jun 12, 2012 to Oct 29, 2013
    • Advisory employees · unset to 2.0
      Jun 12, 2012 to Oct 29, 2013
    • Employees · unset to 3.0
      Jun 12, 2012 to Oct 29, 2013
    • State-registered IARs · 0 to 2
      Jun 12, 2012 to Oct 29, 2013
    • Discretionary RAUM · $41.9M to $50.8M
      Jun 12, 2012 to Oct 29, 2013
    • Non-discretionary RAUM · $2.3M to $1.3M
      Jun 12, 2012 to Oct 29, 2013
    • RAUM · $44.2M to $52.2M
      Jun 12, 2012 to Oct 29, 2013
    • Related adviser · false to true
      Jun 12, 2012 to Oct 29, 2013
    Signals
    1 dated events
    • Buckhorn Capital Management Llc filed its initial SEC registration (Form ADV)
      Oct 29, 2013 · 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.
    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