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.

Former SEC-registered adviser

Mfp Strategies

Former SEC-registered adviserBethlehem, PennsylvaniaCRD 109437SEC 801-57622IAPD
Legal name Molewski Financial Solutions LLC
Latest filing Sep 9, 2015
First filing on the tape Jan 24, 2012 · 15 filings
RAUM
$4.3B
reported, Item 5.F
Discretionary
4.2%
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
24
14 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$4.3B as of Mar 14, 2015
Mar 30, 2012$2.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)15 as of Mar 14, 2015
Mar 30, 20120 then
Employees (5.A)24 as of Mar 14, 2015
Jan 2, 201328 then
Private funds: no history
RAUM +22% over the last fiscal year+28% a year over threeIARs 16 to 15
Practice profile
derived from the filing of Sep 9, 2015; every figure names its basis
RAUM per advisor
$287MderivedRAUM 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
$30.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
4.2%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.6derivedItem 5.A over advisors
Advisors per office
15.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+22%derivedbetween the last two annual amendments
Advisor growth, one year
-6.3%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 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 an insurance broker or agent (6.A.6)
  • has discretionary authority over which securities are bought or sold (8.C.1)
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
140reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourly, commissionsreported
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
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Donald Christopher Butz · Membercontrol
      since 09/2007 · owns 5% to 10%
    • David Jimmy Edwards · Membercontrol
      since 01/2004 · owns 10% to 25%
    • David Michael Molewski · Managing Membercontrol
      since 04/2000 · owns 50% to 75%
    • Earl William Schantz · Membercontrol
      since 06/2002 · owns 10% to 25%
    • Louise Denise Kowitz · Chief Compliance Officer
      since 02/2014 · owns less than 5%
    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 · 116 to 140
      Nov 4, 2014 to Mar 14, 2015
    • Employees · 26 to 24
      Nov 4, 2014 to Mar 14, 2015
    • State-registered IARs · 16 to 15
      Nov 4, 2014 to Mar 14, 2015
    • Discretionary RAUM · $187M to $180M
      Nov 4, 2014 to Mar 14, 2015
    • Non-discretionary RAUM · $3.8B to $4.1B
      Nov 4, 2014 to Mar 14, 2015
    • RAUM · $4.0B to $4.3B
      Nov 4, 2014 to Mar 14, 2015
    • Discretionary RAUM · $171M to $187M
      Mar 26, 2014 to Aug 12, 2014
    • Non-discretionary RAUM · $3.4B to $3.8B
      Mar 26, 2014 to Aug 12, 2014
    • RAUM · $3.5B to $4.0B
      Mar 26, 2014 to Aug 12, 2014
    • BD registered reps · 14 to 15
      Mar 6, 2014 to Mar 26, 2014
    • Employees · 28 to 26
      Mar 6, 2014 to Mar 26, 2014
    • Financial planning clients · 51-100 to 1-10
      Mar 6, 2014 to Mar 26, 2014
    • State-registered IARs · 7 to 16
      Mar 6, 2014 to Mar 26, 2014
    • Accounts · 135 to 116
      Apr 1, 2013 to Jan 24, 2014
    • Discretionary RAUM · $250M to $171M
      Apr 1, 2013 to Jan 24, 2014
    • Non-discretionary RAUM · $2.1B to $3.4B
      Apr 1, 2013 to Jan 24, 2014
    • RAUM · $2.3B to $3.5B
      Apr 1, 2013 to Jan 24, 2014
    • Accounts · 136 to 135
      Jan 2, 2013 to Apr 1, 2013
    • Business name · MOLEWSKI FINANCIAL PARTNERS to MFP STRATEGIES
      Jan 2, 2013 to Apr 1, 2013
    • Financial planning clients · 26-50 to 51-100
      Jan 2, 2013 to Apr 1, 2013
    • Discretionary RAUM · $228M to $250M
      Jan 2, 2013 to Apr 1, 2013
    • Non-discretionary RAUM · $2.0B to $2.1B
      Jan 2, 2013 to Apr 1, 2013
    • RAUM · $2.2B to $2.3B
      Jan 2, 2013 to Apr 1, 2013
    • Advisory employees · unset to 14.0
      Apr 17, 2012 to Jan 2, 2013
    • BD registered reps · unset to 14.0
      Apr 17, 2012 to Jan 2, 2013
    • Employees · unset to 28.0
      Apr 17, 2012 to Jan 2, 2013
    • State-registered IARs · 0 to 7
      Apr 17, 2012 to Jan 2, 2013
    • Discretionary RAUM · $270M to $228M
      Apr 17, 2012 to Jan 2, 2013
    • Non-discretionary RAUM · $1.8B to $2.0B
      Apr 17, 2012 to Jan 2, 2013
    • RAUM · $2.1B to $2.2B
      Apr 17, 2012 to Jan 2, 2013
    • Related adviser · false to true
      Apr 17, 2012 to Jan 2, 2013
    • Accounts · 229 to 136
      Jan 24, 2012 to Mar 30, 2012
    • Discretionary RAUM · $609M to $270M
      Jan 24, 2012 to Mar 30, 2012
    • Non-discretionary RAUM · $1.2B to $1.8B
      Jan 24, 2012 to Mar 30, 2012
    • RAUM · $1.8B to $2.1B
      Jan 24, 2012 to Mar 30, 2012
    Signals
    No event on the tape.
    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