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•• M•••••• G••••• I•••
Latest filing Mar 20, 2026
First filing on the tape Jun 29, 2021 · 7 filings
SEC status approved since Jul 29, 2021
RAUM
$167M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$167M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$83.6M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$167M as of Mar 20, 2026
Mar 29, 2022$142M then
HNW client RAUM$135M as of Mar 20, 2026
Mar 29, 2022$117M then
State-registered IARs (5.B.3)2 as of Mar 20, 2026
Mar 29, 20222 then
Employees (5.A)3 as of Mar 20, 2026
Mar 29, 20224 then
Private funds: no history
RAUM +8.3% over the last fiscal year+12% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 20, 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
- 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $83.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 87derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $255,698derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$135M81%
- Individuals$32.3M19%
- Individual clients
- 113reported
- HNW clients
- 61reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 654reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| P••• B• M•••••Certified Financial Planner | Martinez, Ga | Jan 30, 2012 | 19 y | 0 |
| M••• R••••• H•••••••Certified Financial Planner | Martinez, Ga | Aug 18, 2021 | 14 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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••• P•••• B• · Presidentcontrolsince 07/2017 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Martinez, Ga · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 653 to 654Mar 19, 2025 to Mar 20, 2026
- HNW clients · 57 to 61Mar 19, 2025 to Mar 20, 2026
- Individual clients · 115 to 113Mar 19, 2025 to Mar 20, 2026
- Discretionary RAUM · $153M to $166MMar 19, 2025 to Mar 20, 2026
- HNW RAUM · $119M to $135MMar 19, 2025 to Mar 20, 2026
- Individual RAUM · $35.6M to $32.3MMar 19, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $1.4M to $1.5MMar 19, 2025 to Mar 20, 2026
- RAUM · $154M to $167MMar 19, 2025 to Mar 20, 2026
- Accounts · 638 to 653Mar 5, 2024 to Mar 19, 2025
- HNW clients · 50 to 57Mar 5, 2024 to Mar 19, 2025
- Individual clients · 114 to 115Mar 5, 2024 to Mar 19, 2025
- Employees · 4 to 3Mar 5, 2024 to Mar 19, 2025
- Financial planning clients · 51-100 to 51-100Mar 5, 2024 to Mar 19, 2025
- Discretionary RAUM · $137M to $153MMar 5, 2024 to Mar 19, 2025
- HNW RAUM · $99.6M to $119MMar 5, 2024 to Mar 19, 2025
- Individual RAUM · $38.8M to $35.6MMar 5, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $1.2M to $1.4MMar 5, 2024 to Mar 19, 2025
- RAUM · $138M to $154MMar 5, 2024 to Mar 19, 2025
- Accounts · 605 to 638Dec 7, 2023 to Mar 5, 2024
- HNW clients · 37 to 50Dec 7, 2023 to Mar 5, 2024
- Individual clients · 122 to 114Dec 7, 2023 to Mar 5, 2024
- Discretionary RAUM · $117M to $137MDec 7, 2023 to Mar 5, 2024
- HNW RAUM · $74.6M to $99.6MDec 7, 2023 to Mar 5, 2024
- Individual RAUM · $43.4M to $38.8MDec 7, 2023 to Mar 5, 2024
- Non-discretionary RAUM · $1.1M to $1.2MDec 7, 2023 to Mar 5, 2024
- RAUM · $118M to $138MDec 7, 2023 to Mar 5, 2024
- Accounts · 577 to 605Mar 29, 2022 to Mar 20, 2023
- HNW clients · 60 to 37Mar 29, 2022 to Mar 20, 2023
- Individual clients · 93 to 122Mar 29, 2022 to Mar 20, 2023
- Discretionary RAUM · $140M to $117MMar 29, 2022 to Mar 20, 2023
- HNW RAUM · $117M to $74.6MMar 29, 2022 to Mar 20, 2023
- Individual RAUM · $24.4M to $43.4MMar 29, 2022 to Mar 20, 2023
- Non-discretionary RAUM · $1.3M to $1.1MMar 29, 2022 to Mar 20, 2023
- RAUM · $142M to $118MMar 29, 2022 to Mar 20, 2023
- Accounts · 559 to 577Jun 29, 2021 to Mar 29, 2022
- HNW clients · 56 to 60Jun 29, 2021 to Mar 29, 2022
- Individual clients · 88 to 93Jun 29, 2021 to Mar 29, 2022
- State-registered IARs · 1 to 2Jun 29, 2021 to Mar 29, 2022
- Discretionary RAUM · $120M to $140MJun 29, 2021 to Mar 29, 2022
- HNW RAUM · $101M to $117MJun 29, 2021 to Mar 29, 2022
Signals
1 dated events
- T•• M•••••• G••••• I••• filed its initial SEC registration (Form ADV)Jun 29, 2021 · 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
- Website
- THEM••••••GROUP.NETreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 706-854-8040reportedpublic record, Form ADV, Mar 20, 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
- $83.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026