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.
SEC-registered adviser
Cranbrook Wealth Management, LLC
Latest filing Mar 23, 2026
First filing on the tape Mar 28, 2012 · 19 filings
SEC status approved since Feb 15, 2006
RAUM
$907M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$899M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$181M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$907M as of Mar 23, 2026
Mar 28, 2012$321M then
HNW client RAUM$636M as of Mar 23, 2026
Mar 28, 2018$550M then
State-registered IARs (5.B.3)5 as of Mar 23, 2026
Mar 28, 20120 then
Employees (5.A)6 as of Mar 23, 2026
Mar 19, 20135 then
Private funds: no history
RAUM +17% over the last fiscal year+10% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Mar 23, 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
- RAUM per advisor
- $181MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $893,389derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $83.0M, 30 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$636M70%
- Individuals$263M29%
- Pension and profit-sharing plans$7.6M0.8%
- Individual clients
- 126reported
- HNW clients
- 127reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,015reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $83.0M for 30 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mark Roosevelt Fitzgerald | Bloomfield Hills, Mi | Sep 14, 2010 | 27 y | 0 |
| Richard Edward BalamuckiChartered Financial Consultant | Chapel Hill, Nc | Oct 19, 2010 | 34 y | 0 |
| Logan Thomas RossCertified Financial Planner | Bloomfield Hills, Mi | Jan 20, 2016 | 12 y | 2 |
| Dominic John DigiacomoCertified Financial Planner | Houston, Tx | Feb 8, 2023 | 11 y | 1 |
| Mitchell MowidCertified Financial Planner | Bloomfield Hills, Mi | Oct 28, 2025 | 11 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
- Casey James Bear to Kmg Fiduciary Partners, LLCNov 14, 2022 · RIA to RIA
Joined, latest
- Logan Thomas Ross from Cig Asset Management, Inc.Jan 20, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Richard Balamucki · Member / Owner / Presidentcontrolsince 06/2004 · owns 75% or more
- Roosevelt Mark Fitzgerald · Chief Executive Officersince 01/2023 · owns 10% to 25%
- Thomas Logan Ross · Presidentsince 01/2023 · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Bloomfield Hills, Mi · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 945 to 1,015Aug 22, 2025 to Mar 23, 2026
- Advisory employees · 4 to 5Aug 22, 2025 to Mar 23, 2026
- HNW clients · 119 to 127Aug 22, 2025 to Mar 23, 2026
- Individual clients · 123 to 126Aug 22, 2025 to Mar 23, 2026
- Assets in custody · $70.1M to $83.0MAug 22, 2025 to Mar 23, 2026
- Financial planning clients · 101-250 to 251-500Aug 22, 2025 to Mar 23, 2026
- State-registered IARs · 4 to 5Aug 22, 2025 to Mar 23, 2026
- Discretionary RAUM · $778M to $907MAug 22, 2025 to Mar 23, 2026
- HNW RAUM · $539M to $636MAug 22, 2025 to Mar 23, 2026
- Individual RAUM · $233M to $263MAug 22, 2025 to Mar 23, 2026
- Pension RAUM · $6.6M to $7.6MAug 22, 2025 to Mar 23, 2026
- RAUM · $778M to $907MAug 22, 2025 to Mar 23, 2026
- Accounts · 874 to 945Jan 17, 2025 to Mar 20, 2025
- HNW clients · 110 to 119Jan 17, 2025 to Mar 20, 2025
- Individual clients · 111 to 123Jan 17, 2025 to Mar 20, 2025
- Assets in custody · $84.6M to $70.1MJan 17, 2025 to Mar 20, 2025
- Financial planning clients · 101-250 to 101-250Jan 17, 2025 to Mar 20, 2025
- Discretionary RAUM · $700M to $778MJan 17, 2025 to Mar 20, 2025
- HNW RAUM · $478M to $539MJan 17, 2025 to Mar 20, 2025
- Individual RAUM · $209M to $233MJan 17, 2025 to Mar 20, 2025
- Pension RAUM · $7.3M to $6.6MJan 17, 2025 to Mar 20, 2025
- RAUM · $700M to $778MJan 17, 2025 to Mar 20, 2025
- Accounts · 863 to 874Mar 21, 2023 to Mar 19, 2024
- Advisory activities · 3 to 4Mar 21, 2023 to Mar 19, 2024
- HNW clients · 187 to 110Mar 21, 2023 to Mar 19, 2024
- Individual clients · 43 to 111Mar 21, 2023 to Mar 19, 2024
- Assets in custody · $117M to $84.6MMar 21, 2023 to Mar 19, 2024
- Employees · 7 to 6Mar 21, 2023 to Mar 19, 2024
- Discretionary RAUM · $676M to $700MMar 21, 2023 to Mar 19, 2024
- HNW RAUM · $627M to $478MMar 21, 2023 to Mar 19, 2024
- Individual RAUM · $21.1M to $209MMar 21, 2023 to Mar 19, 2024
- Pension RAUM · $22.3M to $7.3MMar 21, 2023 to Mar 19, 2024
- RAUM · $676M to $700MMar 21, 2023 to Mar 19, 2024
- Accounts · 1,205 to 863Oct 21, 2022 to Mar 21, 2023
- HNW clients · 185 to 187Oct 21, 2022 to Mar 21, 2023
- Individual clients · 64 to 43Oct 21, 2022 to Mar 21, 2023
- Assets in custody · $231M to $117MOct 21, 2022 to Mar 21, 2023
- Employees · 5 to 7Oct 21, 2022 to Mar 21, 2023
- Other offices · 0 to 2Oct 21, 2022 to Mar 21, 2023
- Discretionary RAUM · $1.0B to $676MOct 21, 2022 to Mar 21, 2023
Signals
3 dated events
- Cranbrook Wealth Management, Llc reported RAUM $676.3M, down 33% from $1.0B (2022-10-21 to 2023-03-21)Mar 21, 2023 · RAUM change · derived
- Casey James Bear left Cranbrook Wealth Management, Llc for Kmg Fiduciary Partners, Llc (registered 2022-12-13)Nov 14, 2022 · Advisor changed firm · fact
- James Casey Bear (Chief Executive Officer) no longer on Schedule A of Cranbrook Wealth Management, Llc (listed 2022-03-30, absent 2022-10-21)Oct 21, 2022 · 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
- Business email
- dd@cranbrookwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jf@cranbrookwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- lr@cranbrookwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- mf@cranbrookwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- mm@cranbrookwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- rb@cranbrookwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-362-0900reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-362-3230reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/CRANBROOK-WEALTHreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CRANBROOKWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 248-362-0900reportedpublic record, Form ADV, Mar 23, 2026
- Team page
- CRANBROOKWEALTH.COM/team-member-01/mark-r-fitzgeraldreportedpublished by the firm, firm site, Sep 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
- $181Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026