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
Oak Lane Advisors
Legal name Wealth Navigation, LLC
Latest filing Mar 30, 2026
First filing on the tape Apr 2, 2012 · 45 filings
SEC status approved since Jun 28, 2019
RAUM
$446M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
84%
$373M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$49.6M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$446M as of Mar 30, 2026
Apr 2, 2012$95.0M then
HNW client RAUM$303M as of Mar 30, 2026
Mar 30, 2020$82.4M then
State-registered IARs (5.B.3)8 as of Mar 30, 2026
Apr 2, 20136 then
Employees (5.A)12 as of Mar 30, 2026
Apr 2, 201310 then
Private funds: no history
RAUM +22% over the last fiscal year+20% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Mar 30, 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
- $49.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 100derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $176,187derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $111M, 169 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
- is an insurance broker or agent (6.A.6)
- 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)
- 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$303M68%
- Individuals$70.1M16%
- Pension and profit-sharing plans$68.3M15%
- Corporations and businesses$5.3M1.2%
- Individual clients
- 639reported
- HNW clients
- 259reported
- Pension plan clients
- 27reported
- Charitable clients
- n/areported
- Accounts
- 2,533reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $111M for 169 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.84 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Adam Craig Fisher | Centerville, Ut | May 22, 2007 | 20 y | 0 |
| Joseph Scott CannonCertified Financial Planner | Centerville, Ut | Jan 23, 2014 | 23 y | 1 |
| Michael Scott Jones | Centerville, Ut | Apr 15, 2015 | 21 y | 0 |
| Larry Troy Clayton | Centerville, Ut | Mar 2, 2018 | 22 y | 1 |
| Porter ClaytonCertified Financial Planner | Idaho Falls, Id | Jun 1, 2023 | 11 y | 0 |
| Scott Stowell | Centerville, Ut | Apr 24, 2024 | 19 y | 0 |
| Tyson Mcdonald | Centerville, Ut | May 6, 2024 | 10 y | 0 |
| Nathan Mckell RiggsCertified Financial Planner | Centerville, Ut | Jan 21, 2025 | 10 y | 0 |
| Jason Donald Caperton | Centerville, Ut | May 26, 2026 | 26 y | 5 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Tanner Kenneth Johnson to Zero Day Capital Enterprises LLCOct 24, 2024 · RIA to RIA
- Jacob Perry Cazier to Portside Wealth Group, LLCDec 7, 2023 · RIA to RIA
- Benjamin Jack Hewlett to Cwm, LLCFeb 3, 2020 · RIA to affiliated broker-dealer or bank
- Dennis Shane Mcmillan to Arete Wealth Advisors, LLCMar 29, 2018 · Other
- Dustin Chad Thackeray to Crewe AdvisorsFeb 13, 2015 · Other
- Ryan Paul Halliday to Crewe AdvisorsJan 26, 2015 · Other
- R Matthew Tullis to Regent Street Advisors LLCOct 29, 2014 · Other
- Christopher Gammell Hedquist to Allegis Investment Advisors, LLCNov 6, 2013 · Other
Joined, latest
- Jason Donald Caperton from Advice And Planning ServicesMay 26, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jacob Perry Cazier from J. W. Cole Advisors, Inc.Oct 4, 2018 · Other
- Larry Troy Clayton from Waddell & ReedMar 2, 2018 · Other
- Tanner Kenneth Johnson from Waddell & ReedMar 1, 2018 · Other
- Dennis Shane Mcmillan from Signator Investors, Inc.Jan 28, 2016 · Other
- Joseph Scott Cannon from Northwestern Mutual Investment Services,LLCJan 23, 2014 · Other
- Christopher Gammell Hedquist from Insphere Securities, Inc.Nov 23, 2010 · Other
- R Matthew Tullis from Vigilant Investment Advisors, LLCDec 15, 2009 · Other
- Ryan Paul Halliday from Zions Capital Advisors, Inc.Apr 15, 2009 · Other
- Dustin Chad Thackeray from Private Consulting Group, Inc.Aug 1, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Craig Adam Fisher · Managing Partnercontrolsince 09/2006 · owns less than 5%
- Craig Adam Fisher · Ownercontrolsince 01/2009 · owns 75% or more of The Adam Craig Fisher Trust
- Scott Michael Jones · Chief Operating Officer / Chief Compliance Officersince 03/2017 · owns less than 5%
Entity owners
- Wn Holdings, LLC · Memberdirect · owns 75% or more
- Axis Family Holdings, LLC · Managing Memberindirect · owns 75% or more of Wn Holdings, LLC
- The Adam Craig Fisher Trust · Ownerindirect · owns 75% or more of Axis Family Holdings, LLC
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Centerville, Ut · principal | 9 | 1 | 0 | ||
| Idaho Falls, Id | 4 | 0 | 0 | ||
| Ammon, Id | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Idaho Falls, ID2 employees
What changed
consecutive filings, newest first
- Accounts · 2,258 to 2,533Aug 22, 2025 to Mar 30, 2026
- Corporate clients · 8 to 7Aug 22, 2025 to Mar 30, 2026
- HNW clients · 241 to 259Aug 22, 2025 to Mar 30, 2026
- Individual clients · 523 to 639Aug 22, 2025 to Mar 30, 2026
- Pension plan clients · 22 to 27Aug 22, 2025 to Mar 30, 2026
- Assets in custody · $96.1M to $111MAug 22, 2025 to Mar 30, 2026
- Financial planning clients · 1-10 to 11-25Aug 22, 2025 to Mar 30, 2026
- Discretionary RAUM · $367M to $446MAug 22, 2025 to Mar 30, 2026
- HNW RAUM · $248M to $303MAug 22, 2025 to Mar 30, 2026
- Individual RAUM · $57.2M to $70.1MAug 22, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $67,736Aug 22, 2025 to Mar 30, 2026
- Pension RAUM · $57.1M to $68.3MAug 22, 2025 to Mar 30, 2026
- RAUM · $367M to $446MAug 22, 2025 to Mar 30, 2026
- Assets in custody · unset to 96110119.0Mar 27, 2025 to Aug 22, 2025
- Custody of client assets · false to trueMar 27, 2025 to Aug 22, 2025
- Accounts · 2,127 to 2,258Apr 29, 2024 to Mar 27, 2025
- Advisory employees · 6 to 8Apr 29, 2024 to Mar 27, 2025
- Corporate clients · 9 to 8Apr 29, 2024 to Mar 27, 2025
- HNW clients · 255 to 241Apr 29, 2024 to Mar 27, 2025
- Individual clients · 538 to 523Apr 29, 2024 to Mar 27, 2025
- Pension plan clients · unset to 22.0Apr 29, 2024 to Mar 27, 2025
- Employees · 6 to 12Apr 29, 2024 to Mar 27, 2025
- Financial planning clients · 11-25 to 1-10Apr 29, 2024 to Mar 27, 2025
- State-registered IARs · 6 to 8Apr 29, 2024 to Mar 27, 2025
- Discretionary RAUM · $305M to $367MApr 29, 2024 to Mar 27, 2025
- HNW RAUM · $231M to $248MApr 29, 2024 to Mar 27, 2025
- Individual RAUM · $73.2M to $57.2MApr 29, 2024 to Mar 27, 2025
- Pension RAUM · unset to 57060862.0Apr 29, 2024 to Mar 27, 2025
- RAUM · $305M to $367MApr 29, 2024 to Mar 27, 2025
- Accounts · 1,876 to 2,127Jun 2, 2023 to Mar 28, 2024
- Corporate clients · 7 to 9Jun 2, 2023 to Mar 28, 2024
- HNW clients · 257 to 255Jun 2, 2023 to Mar 28, 2024
- Individual clients · 449 to 538Jun 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $251M to $305MJun 2, 2023 to Mar 28, 2024
- HNW RAUM · $211M to $231MJun 2, 2023 to Mar 28, 2024
- Individual RAUM · $47.0M to $73.2MJun 2, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $8.0M to $0Jun 2, 2023 to Mar 28, 2024
- RAUM · $259M to $305MJun 2, 2023 to Mar 28, 2024
- Business name · WEALTH NAVIGATION ADVISORS to OAK LANE ADVISORSMar 29, 2023 to Apr 13, 2023
- Accounts · 1,539 to 1,876Nov 3, 2022 to Mar 29, 2023
Signals
3 dated events
- Tanner Kenneth Johnson left Oak Lane Advisors for Zero Day Capital Enterprises Llc (registered 2024-10-28)Oct 24, 2024 · Advisor changed firm · fact
- Jacob Perry Cazier left Oak Lane Advisors for Portside Wealth Group, Llc (registered 2023-12-15)Dec 7, 2023 · Advisor changed firm · fact
- Wealth Navigation Advisors filed its initial SEC registration (Form ADV)May 31, 2019 · 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
- Firm profile
- linkedin.com/company/edgefinancialreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/oak-lane-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- OAKLANEWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 801-335-8200reportedpublic 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $49.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Oak Lane Advisors is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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