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
B•••• G••••• W••••• A•••••••• L••
Latest filing Mar 18, 2026
First filing on the tape Mar 27, 2012 · 19 filings
SEC status approved since Jun 30, 2009
RAUM
$241M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
95%
$228M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$48.2M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$241M as of Mar 18, 2026
Mar 27, 2012$107M then
HNW client RAUM$215M as of Mar 18, 2026
Mar 27, 2018$112M then
State-registered IARs (5.B.3)5 as of Mar 18, 2026
Mar 27, 20120 then
Employees (5.A)5 as of Mar 18, 2026
Mar 28, 20133 then
Private funds: no history
RAUM +18% over the last fiscal year+13% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
- RAUM per advisor
- $48.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $681,295derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 5.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.6%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 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$215M89%
- Individuals$13.3M5.5%
- Pension and profit-sharing plans$7.7M3.2%
- Charitable organizations$4.7M2.0%
- Corporations and businesses$494,0960.2%
- Individual clients
- 47reported
- HNW clients
- 67reported
- Pension plan clients
- 8reported
- Charitable clients
- n/areported
- Accounts
- 354reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.05 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 |
|---|---|---|---|---|
| J••• C•••••• G••••• | Richardson, Tx | Apr 10, 2006 | 35 y | 0 |
| L••• A•••••• E••• | Richardson, Tx | Apr 11, 2006 | 32 y | 0 |
| A•••• M•••••• B•••••Certified Financial Planner | Richardson, Tx | Mar 16, 2015 | 15 y | 2 |
| N•••• B••••• S•••••• | Richardson, Tx | Dec 12, 2016 | 20 y | 0 |
| C••••• F••••••• L••• | Richardson, Tx | Aug 11, 2022 | 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
- W•••••• K••••• K••••• to C•••••• S••••• • C••• I•••Jul 12, 2021 · RIA to affiliated broker-dealer or bank
Joined, latest
- A•••• M•••••• B••••• from U•• F•••••••• S••••••• I•••Mar 16, 2015 · Other
- W•••••• K••••• K••••• from L••••••••• W••••• A•••••••Jan 19, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E•••• L•••• A•••••• · Managercontrolsince 03/2005 · owns less than 5%
- G•••••• J•••• C•••••• · Manager & Chief Compliance Officercontrolsince 03/2005 · owns less than 5%
Entity owners
- B•••• G•••••• P••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- B•••• G•••••• P•••insurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Richardson, Tx · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 344 to 354Mar 24, 2025 to Mar 18, 2026
- HNW clients · 55 to 67Mar 24, 2025 to Mar 18, 2026
- Individual clients · 54 to 47Mar 24, 2025 to Mar 18, 2026
- Pension plan clients · 7 to 8Mar 24, 2025 to Mar 18, 2026
- Discretionary RAUM · $202M to $238MMar 24, 2025 to Mar 18, 2026
- HNW RAUM · $170M to $215MMar 24, 2025 to Mar 18, 2026
- Individual RAUM · $21.5M to $13.3MMar 24, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $3.0M to $3.5MMar 24, 2025 to Mar 18, 2026
- Pension RAUM · $8.1M to $7.7MMar 24, 2025 to Mar 18, 2026
- RAUM · $205M to $241MMar 24, 2025 to Mar 18, 2026
- Accounts · 325 to 344Mar 21, 2024 to Mar 24, 2025
- HNW clients · 54 to 55Mar 21, 2024 to Mar 24, 2025
- Individual clients · 50 to 54Mar 21, 2024 to Mar 24, 2025
- Pension plan clients · 8 to 7Mar 21, 2024 to Mar 24, 2025
- Financial planning clients · unset to 0Mar 21, 2024 to Mar 24, 2025
- Discretionary RAUM · $183M to $202MMar 21, 2024 to Mar 24, 2025
- HNW RAUM · $157M to $170MMar 21, 2024 to Mar 24, 2025
- Individual RAUM · $15.6M to $21.5MMar 21, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $1.3M to $3.0MMar 21, 2024 to Mar 24, 2025
- Pension RAUM · $7.3M to $8.1MMar 21, 2024 to Mar 24, 2025
- RAUM · $184M to $205MMar 21, 2024 to Mar 24, 2025
- Accounts · 320 to 325Mar 21, 2023 to Mar 21, 2024
- HNW clients · 57 to 54Mar 21, 2023 to Mar 21, 2024
- Individual clients · 46 to 50Mar 21, 2023 to Mar 21, 2024
- Pension plan clients · 9 to 8Mar 21, 2023 to Mar 21, 2024
- Discretionary RAUM · $166M to $183MMar 21, 2023 to Mar 21, 2024
- HNW RAUM · $144M to $157MMar 21, 2023 to Mar 21, 2024
- Individual RAUM · $13.1M to $15.6MMar 21, 2023 to Mar 21, 2024
- Non-discretionary RAUM · $761,501 to $1.3MMar 21, 2023 to Mar 21, 2024
- Pension RAUM · $6.0M to $7.3MMar 21, 2023 to Mar 21, 2024
- RAUM · $167M to $184MMar 21, 2023 to Mar 21, 2024
- Accounts · 303 to 320Mar 24, 2022 to Mar 21, 2023
- HNW clients · 46 to 57Mar 24, 2022 to Mar 21, 2023
- Individual clients · 59 to 46Mar 24, 2022 to Mar 21, 2023
- State-registered IARs · 4 to 5Mar 24, 2022 to Mar 21, 2023
- Discretionary RAUM · $170M to $166MMar 24, 2022 to Mar 21, 2023
- HNW RAUM · $134M to $144MMar 24, 2022 to Mar 21, 2023
- Individual RAUM · $23.0M to $13.1MMar 24, 2022 to Mar 21, 2023
- Non-discretionary RAUM · $1.1M to $761,501Mar 24, 2022 to Mar 21, 2023
- Pension RAUM · $9.4M to $6.0MMar 24, 2022 to Mar 21, 2023
Signals
1 dated events
- B•••• G••••• W••••• A•••••••• L•• reported RAUM $147.5M, down 64% from $407.8M (2017-03-24 to 2018-03-27)Mar 27, 2018 · 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
- Business email
- info@blandgarvey.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 972-783-6501reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 972-231-2503reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/B••••-G•••••-WEALTH-ADVISORreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 972-231-2503reportedpublic record, Form ADV, Mar 18, 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
- $48.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026