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•••••• I••••••••• A•••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Mar 29, 2012 · 21 filings
SEC status approved since May 6, 2005
RAUM
$341M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$341M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$341M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$341M as of Mar 25, 2026
Mar 29, 2012$70.4M then
HNW client RAUM$323M as of Mar 25, 2026
Mar 26, 2018$209M then
State-registered IARs (5.B.3)1 as of Mar 25, 2026
Mar 29, 20120 then
Employees (5.A)2 as of Mar 25, 2026
Mar 28, 20132 then
Private funds: no history
RAUM +9.3% over the last fiscal year+9.1% a year over threeIARs 2 to 1
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $341MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.7MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, publicationsreportedItem 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
- High-net-worth individuals$323M95%
- Individuals$17.7M5.2%
- Charitable organizations$354,7000.1%
- Individual clients
- 29reported
- HNW clients
- 69reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 295reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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 |
|---|---|---|---|---|
| J••••••• T•••••• | Menlo Park, Ca | Jul 28, 2003 | 32 y | 1 |
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
none on the tape
Joined, latest
- J••••••• T•••••• from O•• C•••••• M••••••••• L••Jul 28, 2003 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••••• V••••••• A•• · Membercontrolsince 06/2002 · owns 50% to 75%
- T••••••• J••••••• · President/Chief Compliance Officercontrolsince 07/2002 · owns 50% to 75%
Related persons
Schedule D 7.A
- N••••••••• C•••••• M••••••••• LLCinvestment advisern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 310 to 295Mar 21, 2025 to Mar 25, 2026
- Advisory employees · 2 to 1Mar 21, 2025 to Mar 25, 2026
- HNW clients · 70 to 69Mar 21, 2025 to Mar 25, 2026
- Individual clients · 27 to 29Mar 21, 2025 to Mar 25, 2026
- State-registered IARs · 2 to 1Mar 21, 2025 to Mar 25, 2026
- Discretionary RAUM · $312M to $341MMar 21, 2025 to Mar 25, 2026
- HNW RAUM · $297M to $323MMar 21, 2025 to Mar 25, 2026
- Individual RAUM · $15.2M to $17.7MMar 21, 2025 to Mar 25, 2026
- RAUM · $312M to $341MMar 21, 2025 to Mar 25, 2026
- Accounts · 312 to 310Mar 20, 2024 to Mar 21, 2025
- HNW clients · 68 to 70Mar 20, 2024 to Mar 21, 2025
- Individual clients · 31 to 27Mar 20, 2024 to Mar 21, 2025
- Financial planning clients · unset to Mar 20, 2024 to Mar 21, 2025
- Discretionary RAUM · $303M to $312MMar 20, 2024 to Mar 21, 2025
- HNW RAUM · $282M to $297MMar 20, 2024 to Mar 21, 2025
- Individual RAUM · $20.6M to $15.2MMar 20, 2024 to Mar 21, 2025
- RAUM · $303M to $312MMar 20, 2024 to Mar 21, 2025
- Accounts · 336 to 312Dec 8, 2023 to Mar 20, 2024
- HNW clients · 69 to 68Dec 8, 2023 to Mar 20, 2024
- Individual clients · 28 to 31Dec 8, 2023 to Mar 20, 2024
- Discretionary RAUM · $263M to $303MDec 8, 2023 to Mar 20, 2024
- HNW RAUM · $245M to $282MDec 8, 2023 to Mar 20, 2024
- Individual RAUM · $17.4M to $20.6MDec 8, 2023 to Mar 20, 2024
- RAUM · $263M to $303MDec 8, 2023 to Mar 20, 2024
- Accounts · 298 to 336Apr 22, 2022 to Mar 28, 2023
- HNW clients · 70 to 69Apr 22, 2022 to Mar 28, 2023
- Individual clients · 34 to 28Apr 22, 2022 to Mar 28, 2023
- Discretionary RAUM · $345M to $263MApr 22, 2022 to Mar 28, 2023
- HNW RAUM · $325M to $245MApr 22, 2022 to Mar 28, 2023
- Individual RAUM · $19.6M to $17.4MApr 22, 2022 to Mar 28, 2023
- RAUM · $345M to $263MApr 22, 2022 to Mar 28, 2023
- Discretionary RAUM · $0 to $345MMar 25, 2022 to Apr 22, 2022
- Non-discretionary RAUM · $345M to $0Mar 25, 2022 to Apr 22, 2022
- Accounts · 285 to 298Oct 8, 2021 to Mar 25, 2022
- HNW clients · 65 to 70Oct 8, 2021 to Mar 25, 2022
- Individual clients · 29 to 34Oct 8, 2021 to Mar 25, 2022
- Discretionary RAUM · $305M to $0Oct 8, 2021 to Mar 25, 2022
- HNW RAUM · $288M to $325MOct 8, 2021 to Mar 25, 2022
- Individual RAUM · $17.0M to $19.6MOct 8, 2021 to Mar 25, 2022
- Non-discretionary RAUM · $0 to $345MOct 8, 2021 to Mar 25, 2022
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@tiemann.netreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- subscribetonewsletter@tiemann.netreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- valerie@tiemann.netreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 650-799-4494reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 415-999-6030reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 650-566-0200reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- H•••://LINKEDIN.COM/COMPANY/5828000reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••://WWW.T••••••.NETreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-566-0200reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- tiemanninvestmentadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- tiemanninvestmentadvisors.com/about-us/meet-the-team/jonathareportedpublished 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
- $341Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026