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Former SEC-registered adviserFormer SEC adviser· Bingham Farms, Michigan

Former SEC-registered adviser, based in Bingham Farms, Michigan.

Composed from this adviser's Form ADV classification, location and filed figures.

Last reported RAUM
Not applicable
Advisors
Not applicable
Net advisor flow, 12 months
Not applicable
RAUM change, last fiscal year
Not applicable
Private clients
Not established
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
What we can say about this record

We hold 24 Form ADV filings for this adviser, the latest 7 months ago. It is no longer SEC-registered, so the figures here are its last ones and nothing on this record is current. It is still the right record for resolving this adviser, its filings, owners and affiliates.

Every filed figure, and the identifiersCRD 109174 · SEC 801-56778 · 24 filingsShow
CRD 109174SEC 801-56778First filing on the tape Mar 30, 2012, latest Feb 3, 2026SEC status approved since Sep 1, 1999IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$0 as of Feb 3, 2026
Jan 31, 2013$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 3, 2026
Mar 30, 20120 then
Employees (5.A)2 as of Feb 3, 2026
Jan 31, 20133 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Feb 3, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 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
fixed feesreportedItem 5.E
Advisory activities
pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
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
1reported
Charitable clients
7reported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
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
Left, latest
none on the tape
    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
      • K•••••• P•••• · President And Chief Compliance Officercontrol
        since 01/2015 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Charity clients · 6 to 7
        Feb 6, 2025 to Feb 3, 2026
      • Pension plan clients · 2 to 1
        Feb 6, 2025 to Feb 3, 2026
      • Accounts · unset to 0.0
        Feb 2, 2024 to Feb 6, 2025
      • Charity clients · 3 to 6
        Feb 2, 2024 to Feb 6, 2025
      • Pension plan clients · 4 to 2
        Feb 2, 2024 to Feb 6, 2025
      • Financial planning clients · unset to
        Feb 2, 2024 to Feb 6, 2025
      • Discretionary RAUM · unset to 0.0
        Feb 2, 2024 to Feb 6, 2025
      • Non-discretionary RAUM · unset to 0.0
        Feb 2, 2024 to Feb 6, 2025
      • RAUM · unset to 0.0
        Feb 2, 2024 to Feb 6, 2025
      • Advisory activities · 2 to 1
        Aug 23, 2023 to Feb 2, 2024
      • Charity clients · 4 to 3
        Aug 23, 2023 to Feb 2, 2024
      • Charity clients · 3 to 4
        Mar 6, 2019 to Feb 10, 2020
      • HQ city · BRIGHTON to BINGHAM FARMS
        Mar 28, 2018 to Jul 9, 2018
      • Advisory employees · 3 to 2
        Mar 24, 2017 to Jan 24, 2018
      • Charity clients · unset to 3.0
        Mar 24, 2017 to Jan 24, 2018
      • Pension plan clients · unset to 4.0
        Mar 24, 2017 to Jan 24, 2018
      • Employees · 3 to 2
        Mar 24, 2017 to Jan 24, 2018
      • Other offices · unset to 0.0
        Mar 24, 2017 to Jan 24, 2018
      • Pension RAUM · unset to 0.0
        Mar 24, 2017 to Jan 24, 2018
      • Accounts · 8.0 to unset
        Apr 8, 2016 to Mar 24, 2017
      • Discretionary RAUM · 0.0 to unset
        Apr 8, 2016 to Mar 24, 2017
      • Non-discretionary RAUM · 1900000000.0 to unset
        Apr 8, 2016 to Mar 24, 2017
      • RAUM · 1900000000.0 to unset
        Apr 8, 2016 to Mar 24, 2017
      • Accounts · 10 to 8
        Mar 19, 2015 to Mar 17, 2016
      • Non-discretionary RAUM · $2.0B to $1.9B
        Mar 19, 2015 to Mar 17, 2016
      • RAUM · $2.0B to $1.9B
        Mar 19, 2015 to Mar 17, 2016
      • Accounts · 29 to 10
        Mar 21, 2014 to Jan 8, 2015
      • Accounts · 25 to 29
        Jan 31, 2013 to Mar 21, 2014
      • Non-discretionary RAUM · $1.8B to $2.0B
        Jan 31, 2013 to Mar 21, 2014
      • RAUM · $1.8B to $2.0B
        Jan 31, 2013 to Mar 21, 2014
      • Accounts · unset to 25.0
        Mar 30, 2012 to Jan 31, 2013
      • Advisory employees · unset to 3.0
        Mar 30, 2012 to Jan 31, 2013
      • Employees · unset to 3.0
        Mar 30, 2012 to Jan 31, 2013
      • Discretionary RAUM · unset to 0.0
        Mar 30, 2012 to Jan 31, 2013
      • Non-discretionary RAUM · unset to 1804507373.0
        Mar 30, 2012 to Jan 31, 2013
      • RAUM · unset to 1804507373.0
        Mar 30, 2012 to Jan 31, 2013
      Signals
      1 dated events
      • ••• Locked
        Jul 1, 2026 · Left the SEC roster · derived
      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