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
Fairbanks Financial Wealth Management
Legal name Lebair Financial Services, Inc.
Latest filing Jan 15, 2026
First filing on the tape Jan 15, 2026 · 1 filings
RAUM
$90.0M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$90.0M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Jan 15, 2026; every figure names its basis
- RAUM per advisor
- $30.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 7derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.5MderivedHNW RAUM over HNW clients
- Average account
- $580,645derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 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, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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$88.0M98%
- Individuals$2.0M2.2%
- Individual clients
- 5reported
- HNW clients
- 16reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 155reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Paul Mitchell ClarkCertified Financial Planner, Chartered Financial Consultant | Brenham, Tx | Jan 1, 2000 | 50 y | 0 |
| Jay Douglas BoekelooCertified Financial Planner | Brenham, Tx | Sep 7, 2022 | 10 y | 1 |
| Katherine Tyeshia Chatmon | Brenham, Tx | Dec 23, 2024 | 11 y | 0 |
Advisor movement
Left, latest
- Joseph Edward Limond to Clerestory Advisors, IncDec 3, 2021 · Other
- Kenton Wayne Braun to Personal Prosperity LLCFeb 25, 2021 · Other
- Rowdy Tex Hakes to Fisher InvestmentsJul 7, 2020 · Other
- Sarah Darlene Buenger to Traditions Wealth Advisors, LLC.Sep 22, 2018 · Other
- Craig Allen Parks to Houston Wealth ManagementOct 2, 2013 · Other
Joined, latest
- Joseph Edward Limond from The Family Firm, Inc.Feb 26, 2021 · Other
- Rowdy Tex Hakes from Fisher InvestmentsMay 31, 2019 · RIA to a state-registered adviser
- Sarah Darlene Buenger from Fruition Financial PlanningMay 16, 2018 · Other
- Craig Allen Parks from Morgan StanleyFeb 8, 2013 · Wirehouse to a state-registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
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 |
|---|---|---|---|---|---|
| Brenham, Tx | 3 | 0 | 0 | ||
| Boerne, Tx | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
- Phillip Marron Mills no longer registered at Fairbanks Financial Wealth Management; no later IA registration on IAPDDec 12, 2025 · Advisor departure · fact
- Kenton Wayne Braun no longer registered at Fairbanks Financial Wealth Management; no later IA registration on IAPDNov 7, 2022 · Advisor departure · 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
- Principal office phone
- 713 446-9841reportedpublic record, Form ADV, Jan 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
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026