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
E••••••••• F•••••••• A•••••••
Legal name E••••••••• F•••••••• A•••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Dec 23, 2013 · 56 filings
SEC status approved since Jan 13, 2014
RAUM
$183M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
90%
$166M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$22.9M
derived; firm RAUM over IAPD count
Employees
18
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$183M as of Mar 24, 2026
Mar 27, 2015$0 then
HNW client RAUM$150M as of Mar 24, 2026
Mar 30, 2018$2.8M then
State-registered IARs (5.B.3)6 as of Mar 24, 2026
Mar 27, 20152 then
Employees (5.A)18 as of Mar 24, 2026
Mar 27, 20157 then
Private funds: no history
RAUM +30% over the last fiscal year+29% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $22.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $953,218derivedHNW RAUM over HNW clients
- Average account
- $258,813derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +30%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminarsreportedItem 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
- is an insurance broker or agent (6.A.6)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$150M85%
- Individuals$16.0M9.0%
- Corporations and businesses$10.9M6.2%
- Charitable organizations$412,7340.2%
- Individual clients
- 134reported
- HNW clients
- 157reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 708reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.9 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| E••• S••••• M••••• | Largo, Fl | Dec 19, 2008 | 28 y | 2 |
| E••• A••• G••••• | Largo, Fl | Aug 30, 2017 | 10 y | 0 |
| J••••• T••••• A••••••••• | Largo, Fl | Jan 10, 2019 | 13 y | 0 |
| Z•••••• P••• A••••••• | Largo, Fl | Jan 5, 2021 | 10 y | 1 |
| L••• L••••••• B•••• | Largo, Fl | Dec 20, 2021 | 11 y | 0 |
| M•••••• P••• T••••••• | Largo, Fl | Feb 3, 2023 | 14 y | 0 |
| F•••• S••••• | Largo, Fl | Jan 1, 2025 | 13 y | 0 |
| M•••••• J••• S••••••• | Largo, Fl | Jan 2, 2026 | 13 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
none on the tape
Joined, latest
- Z•••••• P••• A••••••• from M•••• W••••• M•••••••••Jan 5, 2021 · RIA to RIA
- E••• S••••• M••••• from M••••• A••••••• S•••••••• I•••Dec 19, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••• D••••• N•••• · Managing Member & Chief Executive Officercontrolsince 11/2007 · owns 50% to 75%
- M•••••• E•••• S••••• · Managing Member & Senior Financial Advisor & Ccocontrolsince 04/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Largo, Fl · principal | 8 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 525 to 708Feb 4, 2026 to Mar 24, 2026
- Charity clients · 2 to 3Feb 4, 2026 to Mar 24, 2026
- Corporate clients · 22 to 34Feb 4, 2026 to Mar 24, 2026
- Individual clients · 67 to 134Feb 4, 2026 to Mar 24, 2026
- Discretionary RAUM · $141M to $183MFeb 4, 2026 to Mar 24, 2026
- HNW RAUM · $115M to $150MFeb 4, 2026 to Mar 24, 2026
- Individual RAUM · $8.2M to $16.0MFeb 4, 2026 to Mar 24, 2026
- RAUM · $141M to $183MFeb 4, 2026 to Mar 24, 2026
- Financial planning clients · 251-500 to 251-500Feb 4, 2025 to Mar 11, 2025
- Accounts · 465 to 525Jan 7, 2025 to Feb 4, 2025
- Advisory employees · 5 to 6Jan 7, 2025 to Feb 4, 2025
- Charity clients · 1 to 2Jan 7, 2025 to Feb 4, 2025
- Corporate clients · 21 to 22Jan 7, 2025 to Feb 4, 2025
- HNW clients · 154 to 157Jan 7, 2025 to Feb 4, 2025
- Individual clients · 55 to 67Jan 7, 2025 to Feb 4, 2025
- Employees · 17 to 18Jan 7, 2025 to Feb 4, 2025
- State-registered IARs · 5 to 6Jan 7, 2025 to Feb 4, 2025
- Discretionary RAUM · $114M to $141MJan 7, 2025 to Feb 4, 2025
- HNW RAUM · $93.0M to $115MJan 7, 2025 to Feb 4, 2025
- Individual RAUM · $7.3M to $8.2MJan 7, 2025 to Feb 4, 2025
- RAUM · $114M to $141MJan 7, 2025 to Feb 4, 2025
- Accounts · 348 to 465Feb 2, 2024 to Mar 4, 2024
- Corporate clients · 12 to 21Feb 2, 2024 to Mar 4, 2024
- HNW clients · 112 to 154Feb 2, 2024 to Mar 4, 2024
- Individual clients · 60 to 55Feb 2, 2024 to Mar 4, 2024
- Employees · 19 to 17Feb 2, 2024 to Mar 4, 2024
- Discretionary RAUM · $84.8M to $114MFeb 2, 2024 to Mar 4, 2024
- HNW RAUM · $65.7M to $93.0MFeb 2, 2024 to Mar 4, 2024
- Individual RAUM · $6.9M to $7.3MFeb 2, 2024 to Mar 4, 2024
- RAUM · $84.8M to $114MFeb 2, 2024 to Mar 4, 2024
- Accounts · 267 to 348Feb 6, 2023 to Mar 20, 2023
- Corporate clients · 14 to 12Feb 6, 2023 to Mar 20, 2023
- HNW clients · 96 to 112Feb 6, 2023 to Mar 20, 2023
- Individual clients · 55 to 60Feb 6, 2023 to Mar 20, 2023
- Discretionary RAUM · $75.9M to $84.8MFeb 6, 2023 to Mar 20, 2023
- HNW RAUM · $62.4M to $65.7MFeb 6, 2023 to Mar 20, 2023
- Individual RAUM · $4.7M to $6.9MFeb 6, 2023 to Mar 20, 2023
- RAUM · $75.9M to $84.8MFeb 6, 2023 to Mar 20, 2023
- Accounts · 106 to 267Dec 10, 2021 to Mar 24, 2022
- Advisory employees · 4 to 5Dec 10, 2021 to Mar 24, 2022
Signals
2 dated events
- Christopher P••• Music (Managing Member/President & Chief Compliance Officer) no longer on Schedule A of E••••••••• F•••••••• A••••••• (listed 2018-12-27, absent 2019-03-30)Mar 30, 2019 · Control person left · inference
- E••••••••• F•••••••• A••••••• filed its initial SEC registration (Form ADV)Dec 23, 2013 · First SEC registration · fact
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 phone
- 727-499-9860reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 727-588-1540reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/econologicsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ECONOLOGICS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 727-588-1540reportedpublic record, Form ADV, Mar 24, 2026
- Contact form
- econologicsfinancialadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- econologicsfinancialadvisors.com/about-us/meet-our-teamreportedpublished 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
- $22.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026