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
C•• F•••••••• S•••••••• L•••••
Latest filing May 15, 2026
First filing on the tape Mar 28, 2012 · 31 filings
SEC status approved since Aug 18, 2003
RAUM
$1.7B
reported, Item 5.F
Discretionary
90%
of RAUM
Private clients
83%
$1.4B individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$141M
derived; firm RAUM over IAPD count
Employees
14
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.7B as of May 15, 2026
Mar 28, 2012$245M then
HNW client RAUM$1.1B as of May 15, 2026
Mar 20, 2018$344M then
State-registered IARs (5.B.3)11 as of May 15, 2026
Mar 28, 20120 then
Employees (5.A)14 as of May 15, 2026
Mar 25, 20138 then
Private funds: no history
RAUM +17% over the last fiscal year+21% a year over threeIARs 11 to 11offices 0 to 1
Practice profile
derived from the filing of May 15, 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
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $141MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 108derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $420,191derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 6.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $421M, 579 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.1B67%
- Individuals$273M16%
- Pension and profit-sharing plans$213M13%
- Corporations and businesses$64.7M3.8%
- Charitable organizations$16.6M1.0%
- Individual clients
- 922reported
- HNW clients
- 377reported
- Pension plan clients
- 82reported
- Charitable clients
- 19reported
- Accounts
- 4,030reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $421M for 579 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.83 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• J••• R•••••••Certified Financial Planner | Northfield, Nj | Dec 9, 2004 | 31 y | 0 |
| T••••• E••••• R••••••• | Northfield, Nj | Jan 24, 2005 | 39 y | 0 |
| J••••••• M•••• C•••• | Northfield, Nj | Aug 24, 2006 | 24 y | 0 |
| D•••• S•••••••• | Northfield, Nj | Feb 1, 2011 | 19 y | 1 |
| R••••• T••••• M•••••Certified Financial Planner | Haddonfield, Nj | Feb 8, 2013 | 19 y | 1 |
| G••••• S•••••• S••••••Certified Financial Planner | Northfield, Nj | Sep 18, 2017 | 21 y | 7 |
| J•••••• W••••• H•••••••Certified Financial Planner | Haddonfield, Nj | Sep 26, 2017 | 20 y | 4 |
| J••••• M••••••••Certified Financial Planner | Haddonfield, Nj | Jan 30, 2020 | 18 y | 1 |
| P••••• T•••••••Certified Financial Planner | Northfield, Nj | Jan 12, 2023 | 13 y | 0 |
| S••••••• R•• S•••••••• | Northfield, Nj | Jan 19, 2023 | 13 y | 0 |
| J••••• E••••• R••••• | Northfield, Nj | Jun 18, 2026 | 12 y | 0 |
| J••• T•••••• H••••• | Northfield, Nj | Jun 26, 2026 | 10 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
- Z••••••• V••••••••• S••••••• to D••••••••• F••• A••••••• L•Dec 23, 2010 · Other
Joined, latest
- J••••• M•••••••• from N••••• A•••• M••••••••• L••Jan 30, 2020 · RIA to RIA
- J•••••• W••••• H••••••• from T•• P••••• S•••••••••Sep 26, 2017 · Other
- G••••• S•••••• S•••••• from N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Sep 18, 2017 · Other
- R••••• T••••• M••••• from W•••• F•••• A•••••••Feb 8, 2013 · Other
- D•••• S•••••••• from E•••••••• A•••••••• L••Feb 1, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R•••••••• M••••••• J••• · Managing Membercontrolsince 08/1999 · owns 25% to 50%
- R•••••••• T•••••• E••••• · Managing Membercontrolsince 08/1999 · owns 25% to 50%
- S••••••••• D•••• · Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- M•••••• R•••••• T••••• · Membersince 09/2018 · owns 10% to 25%
Related persons
Schedule D 7.A
- M•••••• J••• R•••••••insurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Northfield, Nj · principal | 12 | 2 | 0 | ||
| Haddonfield, Nj | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 13, 2026accounts (Item 5.F.2.f) moved from 1,366.0 to 4,030.0 (+195.0%) between the annual amendments of 2025-03-26 and 2026-03-13; 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
What changed
consecutive filings, newest first
- Other offices · 0 to 1Mar 13, 2026 to May 15, 2026
- Accounts · 1,366 to 4,030Mar 26, 2025 to Mar 13, 2026
- Advisory employees · 7 to 11Mar 26, 2025 to Mar 13, 2026
- Charity clients · 14 to 19Mar 26, 2025 to Mar 13, 2026
- Corporate clients · 29 to 33Mar 26, 2025 to Mar 13, 2026
- HNW clients · 313 to 377Mar 26, 2025 to Mar 13, 2026
- Individual clients · 930 to 922Mar 26, 2025 to Mar 13, 2026
- Pension plan clients · 80 to 82Mar 26, 2025 to Mar 13, 2026
- Assets in custody · $415M to $421MMar 26, 2025 to Mar 13, 2026
- Discretionary RAUM · $1.2B to $1.5BMar 26, 2025 to Mar 13, 2026
- HNW RAUM · $925M to $1.1BMar 26, 2025 to Mar 13, 2026
- Individual RAUM · $275M to $273MMar 26, 2025 to Mar 13, 2026
- Non-discretionary RAUM · $229M to $174MMar 26, 2025 to Mar 13, 2026
- Pension RAUM · $178M to $213MMar 26, 2025 to Mar 13, 2026
- RAUM · $1.5B to $1.7BMar 26, 2025 to Mar 13, 2026
- Accounts · 3,454 to 1,366Apr 1, 2024 to Mar 26, 2025
- Charity clients · 10 to 14Apr 1, 2024 to Mar 26, 2025
- Corporate clients · 21 to 29Apr 1, 2024 to Mar 26, 2025
- HNW clients · 259 to 313Apr 1, 2024 to Mar 26, 2025
- Individual clients · 901 to 930Apr 1, 2024 to Mar 26, 2025
- Pension plan clients · 81 to 80Apr 1, 2024 to Mar 26, 2025
- Assets in custody · $508M to $415MApr 1, 2024 to Mar 26, 2025
- Employees · 13 to 14Apr 1, 2024 to Mar 26, 2025
- Financial planning clients · 251-500 to 251-500Apr 1, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.0B to $1.2BApr 1, 2024 to Mar 26, 2025
- HNW RAUM · $725M to $925MApr 1, 2024 to Mar 26, 2025
- Individual RAUM · $247M to $275MApr 1, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $175M to $229MApr 1, 2024 to Mar 26, 2025
- Pension RAUM · $167M to $178MApr 1, 2024 to Mar 26, 2025
- RAUM · $1.2B to $1.5BApr 1, 2024 to Mar 26, 2025
- Accounts · 3,081 to 3,454Mar 28, 2023 to Mar 23, 2024
- Charity clients · 9 to 10Mar 28, 2023 to Mar 23, 2024
- Corporate clients · 20 to 21Mar 28, 2023 to Mar 23, 2024
- HNW clients · 209 to 259Mar 28, 2023 to Mar 23, 2024
- Individual clients · 820 to 901Mar 28, 2023 to Mar 23, 2024
- Pension plan clients · 70 to 81Mar 28, 2023 to Mar 23, 2024
- Assets in custody · $459M to $508MMar 28, 2023 to Mar 23, 2024
- Discretionary RAUM · $746M to $1.0BMar 28, 2023 to Mar 23, 2024
- HNW RAUM · $563M to $725MMar 28, 2023 to Mar 23, 2024
- Individual RAUM · $223M to $247MMar 28, 2023 to Mar 23, 2024
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
- Website
- H••••://WWW.CRAFINANCIAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 609-380-3500reportedpublic 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $141Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026