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
F••••••• G••••• • P•••• I•••
Latest filing May 15, 2026
First filing on the tape Mar 29, 2012 · 29 filings
SEC status approved since Oct 4, 2002
RAUM
$6.0B
reported, Item 5.F
Discretionary
75%
of RAUM
Private clients
8.8%
$525M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
46
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$6.0B as of May 15, 2026
Mar 29, 2012$12B then
HNW client RAUM$525M as of May 15, 2026
Mar 29, 2018$945M then
State-registered IARs (5.B.3)0 as of May 15, 2026
Mar 27, 20130 then
Employees (5.A)46 as of May 15, 2026
Mar 27, 201346 then
Private funds: no history
RAUM +26% over the last fiscal year+5.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 15, 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
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $771,634derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 75%derivedof RAUM
- Institutional
- 44%derivedpensions, 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
- +26%derivedbetween 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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, publications, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$1.7B38%
- State and municipal entities$730M16%
- Other investment advisers$569M13%
- High-net-worth individuals$525M12%
- Corporations and businesses$430M9.6%
- Pooled investment vehicles$319M7.1%
- Charitable organizations$162M3.6%
- Insurance companies$49.4M1.1%
- Individual clients
- n/areported
- HNW clients
- 261reported
- Pension plan clients
- 31reported
- Charitable clients
- 18reported
- Accounts
- 7,721reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $1.5B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.09 fund_share=0.15 institutional_share=0.44 related_bd=false related_bank=false bd_reps=0.0derived
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
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• J•••• C•••••• · Senior Vice President, Directorcontrolsince 01/2009 · owns 5% to 10%
- D••••• R•••• J••• · Vice President, Executive Committee Membercontrolsince 02/2017 · owns less than 5%
- P••••••••• B••••• W•••••• · President, Chief Executive Officer And Corporate Secretary, Directorcontrolsince 12/2014 · owns 5% to 10%
- S•••••••• P•••• S••••• · Chief Operating Officer & Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- V••••••••• U••••••••• · Directorcontrolsince 08/2021 · owns less than 5%
Entity owners
- A•• C••••• C•••• · Shareholderdirect · owns 50% to 75%
- A••••••••• M••••••• G••••• I••• · Shareholder - Series Aindirect · owns 75% or more of A•••••••• A•••••• H•••••• C•••• · public reporting company
- A••••••• I••••••••• C••• · Shareholderindirect · owns 75% or more of A•• C••••• C••••
- A•••••••• A•••••• H•••••• C•••• · Shareholderindirect · owns 75% or more of A••••••• I••••••••• C•••
Related persons
Schedule D 7.A
- A•• F•••• L••investment adviserbankpooled vehicle sponsornRAUM $18B
Advisers that list F••••••• G••••• • P•••• I••• as a related person
- 153456 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7,019 to 7,721Nov 13, 2025 to Mar 30, 2026
- Advisory activities · 4 to 5Nov 13, 2025 to Mar 30, 2026
- Charity clients · 16 to 18Nov 13, 2025 to Mar 30, 2026
- Corporate clients · 108 to 158Nov 13, 2025 to Mar 30, 2026
- HNW clients · 292 to 261Nov 13, 2025 to Mar 30, 2026
- Pension plan clients · 27 to 31Nov 13, 2025 to Mar 30, 2026
- Pooled vehicle clients · 19 to 18Nov 13, 2025 to Mar 30, 2026
- Employees · 45 to 46Nov 13, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.5B to $4.5BNov 13, 2025 to Mar 30, 2026
- HNW RAUM · $618M to $525MNov 13, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.2B to $1.5BNov 13, 2025 to Mar 30, 2026
- Pension RAUM · $1.2B to $1.7BNov 13, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $260M to $319MNov 13, 2025 to Mar 30, 2026
- RAUM · $4.7B to $6.0BNov 13, 2025 to Mar 30, 2026
- Related bank · true to falseNov 13, 2025 to Mar 30, 2026
- Related broker-dealer · true to falseNov 13, 2025 to Mar 30, 2026
- Wrap assets (manager) · $1.2B to $1.5BNov 13, 2025 to Mar 30, 2026
- Accounts · 2,326 to 7,019Aug 8, 2024 to Mar 31, 2025
- Advisory employees · 19 to 22Aug 8, 2024 to Mar 31, 2025
- Charity clients · 20 to 16Aug 8, 2024 to Mar 31, 2025
- Corporate clients · 138 to 108Aug 8, 2024 to Mar 31, 2025
- HNW clients · 680 to 292Aug 8, 2024 to Mar 31, 2025
- Pension plan clients · 21 to 27Aug 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · unset to 19.0Aug 8, 2024 to Mar 31, 2025
- Employees · 47 to 45Aug 8, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 8, 2024 to Mar 31, 2025
- HQ state · unset to Aug 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.6B to $3.5BAug 8, 2024 to Mar 31, 2025
- HNW RAUM · $368M to $618MAug 8, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $295M to $1.2BAug 8, 2024 to Mar 31, 2025
- Pension RAUM · $894M to $1.2BAug 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · unset to 259713703.0Aug 8, 2024 to Mar 31, 2025
- RAUM · $4.9B to $4.7BAug 8, 2024 to Mar 31, 2025
- Wrap assets (manager) · $1.3B to $1.2BAug 8, 2024 to Mar 31, 2025
- Accounts · 671 to 2,326Mar 31, 2023 to Mar 29, 2024
- Charity clients · 28 to 20Mar 31, 2023 to Mar 29, 2024
- Corporate clients · 146 to 138Mar 31, 2023 to Mar 29, 2024
- HNW clients · 428 to 680Mar 31, 2023 to Mar 29, 2024
- Pension plan clients · 34 to 21Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.7B to $4.6BMar 31, 2023 to Mar 29, 2024
Signals
13 dated events
- F••••••• G••••• • P•••• I••• reported RAUM $6.0B, up 26% from $4.7B (2025-11-13 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Ann Kimberley Woolverton (Executive Vice President, Executive Committee Member) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2024-06-21, absent 2024-07-09)Jul 9, 2024 · Control person left · inference
- P••• S••••••• (Chief Operating Officer & Chief Compliance Officer) appeared on Schedule A of F••••••• G••••• • P•••• I•••Jun 21, 2024 · Control person joined · fact
- S•••• E•••• (Chief Compliance Officer) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2024-04-09, absent 2024-06-21)Jun 21, 2024 · Control person left · inference
- U•••• V••••••••• (Director) appeared on Schedule A of F••••••• G••••• • P•••• I•••Mar 31, 2022 · Control person joined · fact
- F••••••• G••••• • P•••• I••• reported RAUM $4.9B, down 26% from $6.6B (2021-04-06 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- George Stephen Mitchell (Senior Vice President) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2021-02-12, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- James Robert Head (Senior Vice President) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2021-02-12, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Kumar Garvin Deokiesingh (Chief Operating Officer & Chief Compliance Officer) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2021-02-12, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- S•••• E•••• (Chief Compliance Officer) appeared on Schedule A of F••••••• G••••• • P•••• I•••Mar 31, 2021 · Control person joined · fact
- P••• Stephen Copeland (Senior Vice President) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2019-03-29, absent 2020-03-29)Mar 29, 2020 · Control person left · inference
- F••••••• G••••• • P•••• I••• reported RAUM $5.7B, down 33% from $8.5B (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Alexander David Adkins (Senior Vice President) no longer on Schedule A of F••••••• G••••• • P•••• I••• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
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
- Firm profile
- ca.linkedin.com/company/foyston-gordon-&-payne-inc-reportedpublic record, Form ADV, Sep 19, 2026
- Website
- F••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 416-362-4725reportedpublic record, Form ADV, May 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
- Other 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