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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SEC-registered adviser
T••• M•••••• W••••• M•••••••••
Latest filing Mar 18, 2026
First filing on the tape Jan 26, 2012 · 38 filings
SEC status approved since Dec 17, 2001
RAUM
$242M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$242M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$242M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$242M as of Mar 18, 2026
Feb 24, 2012$96.0M then
HNW client RAUM$169M as of Mar 18, 2026
Mar 9, 2018$90.0M then
State-registered IARs (5.B.3)1 as of Mar 18, 2026
Feb 24, 20120 then
Employees (5.A)2 as of Mar 18, 2026
Mar 4, 20132 then
Private funds: no history
RAUM +9.9% over the last fiscal year+7.2% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $242MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 105derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $706,279derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- 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)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$169M70%
- Individuals$72.5M30%
- Individual clients
- 31reported
- HNW clients
- 74reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 342reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| P•••••• K•••• T••••• | Omaha, Ne | Aug 7, 2001 | 30 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 headcount0 left over 36 months
Left, latest
- D•••• B•••• C•••• to C•••• W••••• S••••••••• I••Jan 3, 2008 · Other
Joined, latest
- D•••• B•••• C•••• from W•••• F•••• I••••••••• L••Jul 18, 2002 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H••••• T•••••••• M•••••• · Chief Compliance Officercontrolsince 07/2004 · owns less than 5%
- T•••••• P••••••• K•••• · Presidentcontrolsince 07/2001 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 359 to 342May 28, 2025 to Feb 20, 2026
- Discretionary RAUM · $220M to $242MMay 28, 2025 to Feb 20, 2026
- HNW RAUM · $154M to $169MMay 28, 2025 to Feb 20, 2026
- Individual RAUM · $65.9M to $72.5MMay 28, 2025 to Feb 20, 2026
- RAUM · $220M to $242MMay 28, 2025 to Feb 20, 2026
- Advisory employees · 0 to 1Apr 9, 2025 to May 28, 2025
- Financial planning clients · 51-100 to 51-100Apr 9, 2025 to May 28, 2025
- Accounts · 348 to 359Mar 10, 2024 to Jan 29, 2025
- HNW clients · 243 to 74Mar 10, 2024 to Jan 29, 2025
- Individual clients · 105 to 31Mar 10, 2024 to Jan 29, 2025
- Discretionary RAUM · $208M to $220MMar 10, 2024 to Jan 29, 2025
- HNW RAUM · $145M to $154MMar 10, 2024 to Jan 29, 2025
- Individual RAUM · $62.3M to $65.9MMar 10, 2024 to Jan 29, 2025
- RAUM · $208M to $220MMar 10, 2024 to Jan 29, 2025
- Accounts · 335 to 348Mar 14, 2023 to Mar 4, 2024
- HNW clients · 94 to 243Mar 14, 2023 to Mar 4, 2024
- Individual clients · 241 to 105Mar 14, 2023 to Mar 4, 2024
- Discretionary RAUM · $196M to $208MMar 14, 2023 to Mar 4, 2024
- HNW RAUM · $141M to $145MMar 14, 2023 to Mar 4, 2024
- Individual RAUM · $54.7M to $62.3MMar 14, 2023 to Mar 4, 2024
- RAUM · $196M to $208MMar 14, 2023 to Mar 4, 2024
- Accounts · 316 to 335Feb 27, 2023 to Mar 3, 2023
- HNW clients · 190 to 94Feb 27, 2023 to Mar 3, 2023
- Individual clients · 126 to 241Feb 27, 2023 to Mar 3, 2023
- Financial planning clients · 26-50 to 51-100Feb 27, 2023 to Mar 3, 2023
- Discretionary RAUM · $226M to $196MFeb 27, 2023 to Mar 3, 2023
- HNW RAUM · $136M to $141MFeb 27, 2023 to Mar 3, 2023
- Individual RAUM · $90.5M to $54.7MFeb 27, 2023 to Mar 3, 2023
- RAUM · $226M to $196MFeb 27, 2023 to Mar 3, 2023
- Accounts · 92 to 316Oct 20, 2021 to Jan 18, 2022
- HNW clients · 64 to 190Oct 20, 2021 to Jan 18, 2022
- Individual clients · 28 to 126Oct 20, 2021 to Jan 18, 2022
- Financial planning clients · 51-100 to 26-50Oct 20, 2021 to Jan 18, 2022
- Discretionary RAUM · $179M to $226MOct 20, 2021 to Jan 18, 2022
- HNW RAUM · $126M to $136MOct 20, 2021 to Jan 18, 2022
- Individual RAUM · $53.8M to $90.5MOct 20, 2021 to Jan 18, 2022
- RAUM · $179M to $226MOct 20, 2021 to Jan 18, 2022
- Accounts · 286 to 92May 15, 2020 to Jan 20, 2021
- HNW clients · 51 to 64May 15, 2020 to Jan 20, 2021
- Individual clients · 38 to 28May 15, 2020 to Jan 20, 2021
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.
How to reach
public business contact points only, each with its source
- Business email
- info@truemeasure.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 402-342-1400reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- T•••M••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 402-342- 1400reportedpublic record, Form ADV, Mar 18, 2026
- Contact form
- truemeasure.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- $242Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026