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
C•••••• F••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 15, 2012 · 37 filings
SEC status approved since Mar 30, 2012
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$226M
derived; firm RAUM over IAPD count
Employees
13
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.4B as of Mar 31, 2026
Mar 27, 2013$424M then
HNW client RAUM$12.7M as of Nov 14, 2025
Mar 26, 2018$32.8M then
State-registered IARs (5.B.3)8 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)13 as of Mar 31, 2026
Mar 27, 20138 then
Private funds5 as of Mar 31, 2026
Mar 27, 20134 then
RAUM +16% over the last fiscal year+20% a year over threeIARs 6 to 8
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $226MderivedRAUM 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
- $271MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.2derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $1.4B, 5 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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
- Pooled investment vehicles$1.4B100%
- 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
- $1.4B for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• B••• H•••••Certified Financial Planner | Watkinsville, Ga | Oct 14, 2015 | 17 y | 0 |
| P•••• B••••••• H••••• | Atlanta, Ga | Dec 4, 2019 | 11 y | 0 |
| H••••• G••• H••• | Atlanta, Ga | Feb 18, 2021 | 13 y | 0 |
| G•••••• J•••• C••••• | Atlanta, Ga | Feb 17, 2023 | 17 y | 0 |
| J••• H•••• R••••• | Atlanta, Ga | May 19, 2025 | 10 y | 0 |
| H•••• G•••• V•••••• | Atlanta, Ga | Jan 27, 2026 | 10 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••••• P•••••••• L••• | Hedge Fund | $339M | 181 | Feb 15, 2012 |
| C•••••• M••••••••• M••••• F•••• L••• | Hedge Fund | $325M | 76 | Mar 30, 2022 |
| D••••••• P•••••••• L••• | Hedge Fund | $166M | 102 | Feb 15, 2012 |
| P••••••• P••••••• L••no longer reported | Hedge Fund | $122M | 90 | Feb 15, 2012 |
| P••••••• P••••••• O•••••••• L••• | Hedge Fund | $105M | 78 | Mar 17, 2017 |
| S•••• M••••••• P•••••••• L•• | Hedge Fund | $29.4M | 50 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J••••• M•••••• · Chief Financial Officercontrolsince 01/2022 · owns less than 5%
- H•••••• J•••••• B••• · Vice President And Director Of Marketingcontrolsince 07/2024 · owns 10% to 25%
- H•••••• J•••••• B••• · Managing Member, President, Chief Investment Officercontrolsince 01/2000 · owns 50% to 75%
- H•••••• P••••• B••••••• · Director Of Investmentscontrolsince 07/2024 · owns 10% to 25%
- B••••• K••••• M• · Chief Compliance Officersince 11/2024 · owns less than 5%
Related persons
Schedule D 7.A
- J••••• B• H••••• I•broker-dealery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 31, 2026broker-dealer affiliate (Item 7.A.1): yes on the filing of 2025-11-14, no on the filing of 2026-03-31peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 6 to 5Nov 14, 2025 to Mar 31, 2026
- Advisory employees · 7 to 9Nov 14, 2025 to Mar 31, 2026
- Advisory activities · 3 to 2Nov 14, 2025 to Mar 31, 2026
- BD registered reps · 1 to 0Nov 14, 2025 to Mar 31, 2026
- HNW clients · 1.0 to unsetNov 14, 2025 to Mar 31, 2026
- Assets in custody · $1.2B to $1.4BNov 14, 2025 to Mar 31, 2026
- Employees · 11 to 13Nov 14, 2025 to Mar 31, 2026
- Insurance-licensed employees · 1 to 0Nov 14, 2025 to Mar 31, 2026
- State-registered IARs · 6 to 8Nov 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.4BNov 14, 2025 to Mar 31, 2026
- HNW RAUM · 12714198.0 to unsetNov 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.4BNov 14, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.4BNov 14, 2025 to Mar 31, 2026
- Related broker-dealer · true to falseNov 14, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Nov 25, 2024 to Mar 31, 2025
- Assets in custody · $0 to $1.2BNov 25, 2024 to Mar 31, 2025
- Employees · 13 to 11Nov 25, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $981M to $1.2BNov 25, 2024 to Mar 31, 2025
- HNW RAUM · $16.2M to $12.7MNov 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $965M to $1.2BNov 25, 2024 to Mar 31, 2025
- RAUM · $981M to $1.2BNov 25, 2024 to Mar 31, 2025
- Assets in custody · $965M to $0Aug 21, 2024 to Nov 13, 2024
- Advisory employees · 6 to 8Oct 27, 2023 to Mar 28, 2024
- Assets in custody · $813M to $965MOct 27, 2023 to Mar 28, 2024
- Employees · 12 to 13Oct 27, 2023 to Mar 28, 2024
- Insurance-licensed employees · 0 to 1Oct 27, 2023 to Mar 28, 2024
- State-registered IARs · 5 to 6Oct 27, 2023 to Mar 28, 2024
- Discretionary RAUM · $844M to $981MOct 27, 2023 to Mar 28, 2024
- HNW RAUM · $30.9M to $16.2MOct 27, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $813M to $965MOct 27, 2023 to Mar 28, 2024
- RAUM · $844M to $981MOct 27, 2023 to Mar 28, 2024
- Assets in custody · $760M to $813MMar 29, 2023 to May 3, 2023
- Discretionary RAUM · $791M to $844MMar 29, 2023 to May 3, 2023
- Pooled vehicle RAUM · $760M to $813MMar 29, 2023 to May 3, 2023
- RAUM · $791M to $844MMar 29, 2023 to May 3, 2023
- Accounts · 5 to 6Feb 1, 2023 to Mar 29, 2023
- Advisory employees · 5 to 6Feb 1, 2023 to Mar 29, 2023
- Pooled vehicle clients · 4 to 5Feb 1, 2023 to Mar 29, 2023
- Assets in custody · $592M to $760MFeb 1, 2023 to Mar 29, 2023
Signals
3 dated events
- Michael Jason Buser (Chief Financial Officer) appeared on Schedule A of Chi-Rho Financial, LlcOct 27, 2023 · Control person joined · fact
- Bradford Peter Hurley (Director Of Investments) appeared on Schedule A of Chi-Rho Financial, LlcMar 29, 2023 · Control person joined · fact
- Walker Steven Smith (Elected Manager, Chief Financial Officer) no longer on Schedule A of Chi-Rho Financial, Llc (listed 2022-03-30, absent 2023-01-04)Jan 4, 2023 · 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
- Firm profile
- linkedin.com/company/5961164reportedpublic record, Form ADV, Sep 18, 2026
- Website
- CHIRHOLLC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-731-0032reportedpublic record, Form ADV, Mar 31, 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
- $226Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026