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•••••• M••••• F••• A••••••• T••••

Asset manager (funds and pooled vehicles)Leola, PennsylvaniaCRD 135130SEC 801-64204website IAPD

Latest filing Mar 30, 2026

First filing on the tape Dec 19, 2011 · 24 filings

SEC status approved since Apr 28, 2005

RAUM

$2.1B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

24 filings and snapshots on the tape

RAUM$2.1B as of Mar 30, 2026

Jan 31, 2012$251M then

HNW client RAUM: no history

State-registered IARs (5.B.3)3 as of Mar 30, 2026

Jan 31, 20120 then

Employees (5.A)10 as of Mar 30, 2026

Jan 3, 201310 then

Private funds: no history

RAUM +25% over the last fiscal year+8.2% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Mar 30, 2026; every figure names its basis

RAUM per advisor: $696MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $417MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 3.3derivedItem 5.A over advisors
Advisors per office: 1.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +25%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for investment companiesreportedItem 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

Investment companies$2.1B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 5reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

M••••• K••••••• G••••• · President, Chief Investment Officer And Portfolio Managercontrol
since 03/2005 · owns less than 5%
M••••• D•••••• W•••••• · Executive Vice Presidentcontrol
since 03/2005 · owns less than 5%
S••••• S•••••• L••• · Vice President, Secretary And Portfolio Managercontrol
since 03/2005 · owns less than 5%
B••••••• C••••••• A••••• · Member/Managercontrol
since 06/2016 · owns F of 1••• C•••••• G•••• H•••••••• L••
H•••••• J•••• T••••• · Member/Managercontrol
since 01/2018 · owns 50% to 75% of 1••• C•••••• G•••• H•••••••• L••
M••••••• C••••••••• · Membercontrol
since 07/2016 · owns F of 1••• C•••••• G•••• H•••••••• L••
M••••• D•••••• W•••••• · Trusteecontrol
since 09/2012 · owns F of E•••••• A•••• M••••••••• E••••••• S•••• O•••••••• T••••
R•••• S••••• L•••••• · Trusteecontrol
since 02/2024 · owns F of E•••••• A•••• M••••••••• E••••••• S•••• O•••••••• T••••
W•••• P•••• W•••••• · Trusteecontrol
since 09/2012 · owns F of E•••••• A•••• M••••••••• E••••••• S•••• O•••••••• T••••
W•••••• M••••••• A••••• R••• · Membercontrol
since 07/2016 · owns F of 1••• C•••••• G•••• H•••••••• L••
M•••••• J••••• A••••• · Chief Compliance Officer
since 03/2005 · owns less than 5%

Entity owners

E•••••• A•••••••• L•• · Direct Owner
direct · owns 75% or more
1••• C•••••• G•••• H•••••••• L•• · Shareholder
indirect · owns F of 1••• C•••••• G••••• I•••
1••• C•••••• G••••• I••• · Managing Member
indirect · owns 75% or more of 1••• F•••••••• C••••••• L••
1••• F•••••••• C••••••• L•• · Member
indirect · owns 75% or more of D••••••••• M••••••• G•••• P••••• L••
D••••••••• M••••••• G•••• P••••• L•• · Member
indirect · owns 75% or more of F•• M••••••• G••••• L••
E•••••• A•••• M••••••••• E••••••• S•••• O•••••••• T•••• · Member
indirect · owns 75% or more of E•••••• A•••• M••••••••• I•••
E•••••• A•••• M••••••••• P•• L•• · Member
indirect · owns 75% or more of E•••••• A•••••••• L••
E•••••• A•••• M••••••••• I••• · Parent Company
indirect · owns 25% to 50% of E•••••• A•••• M••••••••• P•• L••
F•• M••••••• G••••• L•• · Member
indirect · owns 50% to 75% of E•••••• A•••• M••••••••• P•• L••

Related persons

Schedule D 7.A

C••••••••• R••••••• P•••••••• L••
investment advisernRAUM $822M
E•••••• A•••••••• L••
investment adviseryRAUM $3.3B
E•••••• F•••••••• S••••••• P•••••• E••••• P••••••• L••
pooled vehicle sponsorn
E•••••• S••••••• A•••••• M••••••••• L••
investment advisernRAUM $21.3M
E•••••• A•••••••• L••
investment advisernRAUM $29.3M
F•• I••••••••• L••
investment advisernRAUM $18B
Zcm
investment advisernRAUM $6.6B

Advisers that list E•••••• M••••• F••• A••••••• T•••• as a related person

Offices

Schedule D 1.F, the 25 largest

King Of Prussia, PA2 employees

What changed

consecutive filings, newest first

Discretionary RAUM · $1.7B to $2.1B
Mar 28, 2025 to Mar 30, 2026
RAUM · $1.7B to $2.1B
Mar 28, 2025 to Mar 30, 2026
Financial planning clients · unset to
Mar 29, 2024 to Mar 28, 2025
Discretionary RAUM · $1.9B to $1.7B
Mar 29, 2024 to Mar 28, 2025
RAUM · $1.9B to $1.7B
Mar 29, 2024 to Mar 28, 2025
Related broker-dealer · true to false
Mar 29, 2024 to Mar 28, 2025
Discretionary RAUM · $1.6B to $1.9B
Dec 20, 2023 to Mar 29, 2024
RAUM · $1.6B to $1.9B
Dec 20, 2023 to Mar 29, 2024
Related broker-dealer · false to true
Apr 14, 2023 to Dec 20, 2023
Other offices · 2 to 1
Mar 30, 2022 to Mar 31, 2023
Discretionary RAUM · $2.9B to $1.6B
Mar 30, 2022 to Mar 31, 2023
RAUM · $2.9B to $1.6B
Mar 30, 2022 to Mar 31, 2023
Discretionary RAUM · $2.9B to $2.9B
Mar 30, 2021 to Mar 30, 2022
RAUM · $2.9B to $2.9B
Mar 30, 2021 to Mar 30, 2022
Accounts · 6 to 5
Sep 4, 2020 to Mar 30, 2021
Discretionary RAUM · $2.2B to $2.9B
Sep 4, 2020 to Mar 30, 2021
RAUM · $2.2B to $2.9B
Sep 4, 2020 to Mar 30, 2021
Discretionary RAUM · $2.5B to $2.2B
Mar 25, 2020 to Jul 31, 2020
RAUM · $2.5B to $2.2B
Mar 25, 2020 to Jul 31, 2020
Other offices · 3 to 2
Sep 12, 2019 to Mar 25, 2020
Discretionary RAUM · $2.4B to $2.5B
Sep 12, 2019 to Mar 25, 2020
RAUM · $2.4B to $2.5B
Sep 12, 2019 to Mar 25, 2020
Discretionary RAUM · $3.0B to $2.4B
Oct 31, 2018 to Sep 12, 2019
RAUM · $3.0B to $2.4B
Oct 31, 2018 to Sep 12, 2019
Discretionary RAUM · $2.4B to $3.0B
Dec 20, 2017 to Oct 31, 2018
RAUM · $2.4B to $3.0B
Dec 20, 2017 to Oct 31, 2018
Other offices · unset to 3.0
Dec 15, 2016 to Dec 20, 2017
Discretionary RAUM · $2.0B to $2.4B
Dec 15, 2016 to Dec 20, 2017
RAUM · $2.0B to $2.4B
Dec 15, 2016 to Dec 20, 2017
Discretionary RAUM · $1.9B to $2.0B
Dec 28, 2015 to Dec 15, 2016
RAUM · $1.9B to $2.0B
Dec 28, 2015 to Dec 15, 2016
Accounts · 8 to 6
Mar 31, 2015 to Dec 28, 2015
Discretionary RAUM · $1.2B to $1.9B
Mar 31, 2015 to Dec 28, 2015
RAUM · $1.2B to $1.9B
Mar 31, 2015 to Dec 28, 2015
Accounts · 7 to 8
Jan 20, 2015 to Mar 31, 2015
Discretionary RAUM · $1.1B to $1.2B
Jan 20, 2015 to Mar 31, 2015
RAUM · $1.1B to $1.2B
Jan 20, 2015 to Mar 31, 2015
Accounts · 6 to 7
Dec 24, 2013 to Dec 27, 2014
Discretionary RAUM · $737M to $1.1B
Dec 24, 2013 to Dec 27, 2014
RAUM · $737M to $1.1B
Dec 24, 2013 to Dec 27, 2014

Signals

5 dated events

E•••••• M••••• F••• A••••••• T•••• reported RAUM $2.1B, up 25% from $1.7B (2025-03-28 to 2026-03-30)
Mar 30, 2026 · RAUM change · derived
Lambert Scott Rehr (Trustee) appeared on Schedule A of E•••••• M••••• F••• A••••••• T••••
Mar 29, 2024 · Control person joined · fact
Edward Joseph Besecker (Trustee) no longer on Schedule A of E•••••• M••••• F••• A••••••• T•••• (listed 2023-12-20, absent 2024-03-29)
Mar 29, 2024 · Control person left · inference
E•••••• M••••• F••• A••••••• T•••• reported RAUM $1.6B, down 44% from $2.9B (2022-03-30 to 2023-03-31)
Mar 31, 2023 · RAUM change · derived
E•••••• M••••• F••• A••••••• T•••• reported RAUM $2.9B, up 35% from $2.2B (2020-09-04 to 2021-03-30)
Mar 30, 2021 · RAUM change · derived

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: e•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 717-396-1116reportedpublic record, Form ADV, Mar 30, 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: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026