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.
SEC-registered adviser
Detalus Advisors, LLC
Latest filing Mar 19, 2026
First filing on the tape Nov 16, 2011 · 45 filings
SEC status approved since Sep 24, 2002
RAUM
$2.2B
reported, Item 5.F
Discretionary
39%
of RAUM
Private clients
35%
$782M individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$171M
derived; firm RAUM over IAPD count
Employees
15
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$2.2B as of Mar 19, 2026
Mar 29, 2012$102M then
HNW client RAUM$639M as of Mar 19, 2026
Jan 30, 2018$242M then
State-registered IARs (5.B.3)10 as of Mar 19, 2026
Mar 26, 20136 then
Employees (5.A)15 as of Mar 19, 2026
Mar 26, 201311 then
Private funds2 as of Mar 22, 2021
Mar 28, 20192 then
RAUM +139% over the last fiscal year+55% a year over threeIARs 11 to 10
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $171MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.8MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 39%derivedof RAUM
- Institutional
- 65%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 13.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +139%derivedbetween the last two annual amendments
- Advisor growth, one year
- -9.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$1.3B57%
- High-net-worth individuals$639M29%
- Pension and profit-sharing plans$152M6.9%
- Individuals$144M6.5%
- Charitable organizations$18.0M0.8%
- Corporations and businesses$3.3M0.2%
- Individual clients
- 530reported
- HNW clients
- 134reported
- Pension plan clients
- 17reported
- Charitable clients
- 19reported
- Accounts
- 1,959reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.35 fund_share=0.0 institutional_share=0.65 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Clinton James Lewis | St Louis, Mo | Jun 11, 2003 | 32 y | 0 |
| Joseph David Garea | St. Louis, Mo | Jun 13, 2003 | 29 y | 1 |
| Steven Mark Rull | St. Louis, Mo | Jun 16, 2003 | 31 y | 1 |
| Randall Talbott GrahamCertified Financial Planner | St. Louis, Mo | Nov 10, 2006 | 20 y | 0 |
| Cheryl Ann Anthony | St. Louis, Mo | Sep 16, 2010 | 40 y | 0 |
| Jeffrey R Holley | St. Louis, Mo | Sep 12, 2013 | 17 y | 1 |
| Wayne Edwin Tate | St. Louis, Mo | Dec 19, 2018 | 28 y | 0 |
| Marion Gaylon Mcdowell | St. Louis, Mo | Jan 21, 2020 | 49 y | 0 |
| Alexander James WalkerCertified Financial Planner | St. Louis, Mo | Apr 28, 2020 | 14 y | 1 |
| Michael Peter DebergeCertified Financial Planner | St. Louis, Mo | Nov 17, 2021 | 22 y | 0 |
| Andrew Christopher PhippsCertified Financial Planner | St. Louis, Mo | Jul 1, 2024 | 11 y | 1 |
| Thomas James Giunta | St. Louis, Mo | Jul 16, 2025 | 11 y | 0 |
| Kenneth S Boyer | St. Louis, Mo | Jul 6, 2026 | 12 y | 6 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Shannon Madeline Moses to Oppenheimer & Co. Inc.Dec 16, 2020 · RIA to affiliated broker-dealer or bank
- Michael Allen Matheson to Matheson & Rock Wealth Management, LLCJan 23, 2018 · Other
- John David Rock to Matheson & Rock Wealth Management, LLCNov 20, 2017 · Other
- Courtney Faith Jones to Securities America Advisors, Inc.May 13, 2015 · Other
- Brian Patrick Corrigan to Moloney Securities Co., Inc.Apr 1, 2011 · Other
- Meredith Cabell Jones to Moloney Securities Co., Inc.Apr 1, 2011 · Other
- Christina Sue Hake to Edward JonesJul 17, 2007 · Other
Joined, latest
- Kenneth S Boyer from Charles Schwab & Co., Inc.Jul 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Andrew Christopher Phipps from Moneta Group Investment Advisors, LLCJul 1, 2024 · RIA to RIA
- Alexander James Walker from MML Investors Services, LLCApr 28, 2020 · Affiliated broker-dealer or bank to independent RIA
- Michael Allen Matheson from Beyer & CompanyMay 16, 2016 · Other
- Jeffrey R Holley from Edward JonesSep 12, 2013 · Other
- Courtney Faith Jones from Securities America Advisors, Inc.Aug 19, 2013 · Other
- Meredith Cabell Jones from Raymond James Financial Services, Inc.Mar 28, 2007 · Other
- Christina Sue Hake from LPL Financial LLCMar 1, 2006 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Stadia Growth Fund LLCno longer reported | Venture Capital Fund | $4.2M | 45 | Mar 28, 2019 |
| Stadia Fund LLCno longer reported | Venture Capital Fund | $1.4M | 25 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- David Joseph Garea · Executive Officercontrolsince 06/2001 · owns 10% to 25%
- Talbott Randall Graham · Vice President & Financial Advisorcontrolsince 08/2014 · owns 25% to 50%
- James Clinton Lewis · President, Chief Compliance Officercontrolsince 01/2003 · owns 25% to 50%
- Mark Steven Rull · Executive Officercontrolsince 06/2001 · owns 10% to 25%
- R Jeffrey Holley · Vice President & Financial Advisorsince 01/2022 · owns 5% to 10%
- James Brandon Janosky · Membersince 08/2014 · owns less than 5%
- Elizabeth Mary Ross · Vice Presidentsince 08/2014 · owns 10% to 25%
- James Alexander Walker · Financial Advisorsince 01/2026 · owns less than 5%
Related persons
Schedule D 7.A
- Detalus Insurance Servicesreal estatey
Advisers that list Detalus Advisors, LLC as a related person
- 149294 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo | 13 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
10 against comparable advisers; where to look, not conclusions
- wealth to institutional shiftCombination · filing Mar 19, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $928,372,887 to $2,220,354,641, advisors 11 to 10, private clients 598 to 664, offices 0 to 0 (2025-03-19 to 2026-03-19)peers: independent wealth managers, $1B to $5B (1,360)
- high institutional concentrationStatic outlier · filing Mar 19, 2026institutional share of RAUM of 65% against a peer median of 3% (1360 comparable advisers, 98.0th percentile, 15.4 robust deviations)peers: independent wealth managers, $1B to $5B (1,360) · 98% percentile
- account count surgeChange between filings · filing Mar 19, 2026accounts (Item 5.F.2.f) moved from 646.0 to 1,959.0 (+203.0%) between the annual amendments of 2025-03-19 and 2026-03-19; the peer median change was +6.0% (1206 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 98% percentile
- business activity changedChange between filings · filing Mar 19, 2026selection of other advisers (Item 5.G.7): no on the filing of 2025-11-24, yes on the filing of 2026-03-19peers: independent wealth managers, $1B to $5B (1,360)
- business activity changedChange between filings · filing Mar 19, 2026wrap fee program participation (Item 5.I): yes on the filing of 2025-11-24, no on the filing of 2026-03-19peers: independent wealth managers, $1B to $5B (1,360)
- client mix shiftChange between filings · filing Mar 19, 2026private-client share of RAUM moved from 71.0% to 35.0% between the annual amendments of 2025-03-19 and 2026-03-19peers: independent wealth managers, $1B to $5B (1,360)
- discretionary share shiftChange between filings · filing Mar 19, 2026discretionary share of RAUM moved from 78.0% to 39.0% between the annual amendments of 2025-03-19 and 2026-03-19peers: independent wealth managers, $1B to $5B (1,360)
- HNW share shiftChange between filings · filing Mar 19, 2026HNW share of RAUM moved from 59.0% to 29.0% between the annual amendments of 2025-03-19 and 2026-03-19peers: independent wealth managers, $1B to $5B (1,360)
- institutional asset share shiftChange between filings · filing Mar 19, 2026institutional share of RAUM moved from 29.0% to 65.0% between the annual amendments of 2025-03-19 and 2026-03-19peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 50 %Change between filings · filing Mar 19, 2026RAUM (Item 5.F) moved from $928,372,887 to $2,220,354,641 (+139.0%) between the annual amendments of 2025-03-19 and 2026-03-19; the peer median change was +17.0% (1297 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 646 to 1,959Nov 24, 2025 to Mar 19, 2026
- Advisory activities · 3 to 4Nov 24, 2025 to Mar 19, 2026
- Charity clients · 17 to 19Nov 24, 2025 to Mar 19, 2026
- HNW clients · 135 to 134Nov 24, 2025 to Mar 19, 2026
- Individual clients · 463 to 530Nov 24, 2025 to Mar 19, 2026
- Pension plan clients · 24 to 17Nov 24, 2025 to Mar 19, 2026
- Employees · 12 to 15Nov 24, 2025 to Mar 19, 2026
- State-registered IARs · 12 to 10Nov 24, 2025 to Mar 19, 2026
- Discretionary RAUM · $722M to $860MNov 24, 2025 to Mar 19, 2026
- HNW RAUM · $550M to $639MNov 24, 2025 to Mar 19, 2026
- Individual RAUM · $112M to $144MNov 24, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $207M to $1.4BNov 24, 2025 to Mar 19, 2026
- Pension RAUM · $116M to $152MNov 24, 2025 to Mar 19, 2026
- RAUM · $928M to $2.2BNov 24, 2025 to Mar 19, 2026
- Wrap assets (manager) · 0.0 to unsetNov 24, 2025 to Mar 19, 2026
- Wrap assets (sponsor) · 930400.0 to unsetNov 24, 2025 to Mar 19, 2026
- Advisory employees · 9 to 10Mar 19, 2025 to Nov 24, 2025
- Employees · 11 to 12Mar 19, 2025 to Nov 24, 2025
- State-registered IARs · 11 to 12Mar 19, 2025 to Nov 24, 2025
- Accounts · 1,464 to 646Dec 24, 2024 to Mar 19, 2025
- Advisory employees · 8 to 9Dec 24, 2024 to Mar 19, 2025
- Charity clients · 14 to 17Dec 24, 2024 to Mar 19, 2025
- Corporate clients · 5 to 6Dec 24, 2024 to Mar 19, 2025
- HNW clients · 101 to 135Dec 24, 2024 to Mar 19, 2025
- Individual clients · 438 to 463Dec 24, 2024 to Mar 19, 2025
- Pension plan clients · 18 to 24Dec 24, 2024 to Mar 19, 2025
- Employees · 10 to 11Dec 24, 2024 to Mar 19, 2025
- Financial planning clients · 101-250 to 101-250Dec 24, 2024 to Mar 19, 2025
- State-registered IARs · 10 to 11Dec 24, 2024 to Mar 19, 2025
- Discretionary RAUM · $487M to $722MDec 24, 2024 to Mar 19, 2025
- HNW RAUM · $355M to $550MDec 24, 2024 to Mar 19, 2025
- Individual RAUM · $104M to $112MDec 24, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $201M to $207MDec 24, 2024 to Mar 19, 2025
- Pension RAUM · $81.8M to $116MDec 24, 2024 to Mar 19, 2025
- RAUM · $688M to $928MDec 24, 2024 to Mar 19, 2025
- Wrap assets (sponsor) · $1.2M to $930,400Dec 24, 2024 to Mar 19, 2025
- Accounts · 1,431 to 1,464Mar 28, 2023 to Mar 26, 2024
- Corporate clients · 3 to 5Mar 28, 2023 to Mar 26, 2024
- HNW clients · 104 to 101Mar 28, 2023 to Mar 26, 2024
- Individual clients · 419 to 438Mar 28, 2023 to Mar 26, 2024
Signals
4 dated events
- Detalus Advisors, Llc reported RAUM $2.2B, up 139% from $928.4M (2025-11-24 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- Detalus Advisors, Llc reported RAUM $928.4M, up 35% from $687.9M (2024-12-24 to 2025-03-19)Mar 19, 2025 · RAUM change · derived
- Detalus Advisors, Llc reported RAUM $662.2M, up 29% from $514.3M (2020-12-17 to 2021-03-22)Mar 22, 2021 · RAUM change · derived
- Detalus Advisors, Llc reported RAUM $514.3M, down 76% from $2.1B (2020-06-19 to 2020-10-21)Oct 21, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Detalus Advisors, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 314-997-3191reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-595-1814reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/DETALUSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- DETALUS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-997-3191reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- detalus.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- detalus.com/teamreportedpublished by the firm, firm site, Sep 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $171Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026