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
Front Street Capital Management, Inc.
Latest filing May 27, 2026
First filing on the tape Mar 28, 2012 · 26 filings
SEC status approved since Jul 17, 2007
RAUM
$862M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
71%
$608M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$172M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$862M as of May 27, 2026
Mar 28, 2012$191M then
HNW client RAUM$510M as of May 27, 2026
Mar 30, 2018$274M then
State-registered IARs (5.B.3)4 as of May 27, 2026
Mar 28, 20120 then
Employees (5.A)6 as of May 27, 2026
Mar 26, 20134 then
Private funds: no history
RAUM +40% over the last fiscal year+14% a year over threeIARs 5 to 4
Practice profile
derived from the filing of May 27, 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
- $172MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 237derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $714,167derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -16%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $13.0M, 1 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$510M59%
- Investment companies$211M24%
- Individuals$98.1M11%
- Pension and profit-sharing plans$37.3M4.3%
- Charitable organizations$3.3M0.4%
- Corporations and businesses$2.5M0.3%
- Individual clients
- 982reported
- HNW clients
- 203reported
- Pension plan clients
- 6reported
- Charitable clients
- 6reported
- Accounts
- 1,207reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $13.0M for 1 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.71 fund_share=0.24 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 |
|---|---|---|---|---|
| Russell Thomas Piazza | Missoula, Mt | Oct 10, 2006 | 44 y | 2 |
| Michele Marie Blood | Missoula, Mt | Oct 11, 2006 | 33 y | 2 |
| David Jones Wild | Missoula, Mt | Nov 7, 2013 | 19 y | 2 |
| Dominic Joseph Piazza | Missoula, Mt | Jan 4, 2019 | 11 y | 0 |
| Jeremy David Brown | Missoula, Mt | Jan 4, 2019 | 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
- David Jones Wild from The Appleton Group, LLCNov 7, 2013 · Other
- Michele Marie Blood from UBS Financial Services Inc.Oct 11, 2006 · Other
- Russell Thomas Piazza from UBS Financial Services Inc.Oct 10, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Virginia Belker · Chief Compliance Officer / Secretarycontrolsince 01/2008 · owns less than 5%
- Marie Michele Blood · Vice Presidentcontrolsince 09/2006 · owns 10% to 25%
- Thomas Russell Piazza · Presidentcontrolsince 09/2006 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Missoula, Mt · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 26, 2026RAUM (Item 5.F) moved from $614,000,000 to $862,000,000 (+40.0%) between the annual amendments of 2025-03-28 and 2026-03-26; the peer median change was +16.0% (1386 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 91% percentile
What changed
consecutive filings, newest first
- Accounts · 1,436 to 1,207Mar 28, 2025 to Mar 26, 2026
- Charity clients · unset to 6.0Mar 28, 2025 to Mar 26, 2026
- Corporate clients · 15 to 10Mar 28, 2025 to Mar 26, 2026
- HNW clients · 215 to 203Mar 28, 2025 to Mar 26, 2026
- Individual clients · 1,195 to 982Mar 28, 2025 to Mar 26, 2026
- Pension plan clients · 10 to 6Mar 28, 2025 to Mar 26, 2026
- Assets in custody · $100M to $13.0MMar 28, 2025 to Mar 26, 2026
- State-registered IARs · 5 to 4Mar 28, 2025 to Mar 26, 2026
- Discretionary RAUM · $614M to $862MMar 28, 2025 to Mar 26, 2026
- HNW RAUM · $300M to $510MMar 28, 2025 to Mar 26, 2026
- Individual RAUM · $104M to $98.1MMar 28, 2025 to Mar 26, 2026
- Pension RAUM · $26.0M to $37.3MMar 28, 2025 to Mar 26, 2026
- RAUM · $614M to $862MMar 28, 2025 to Mar 26, 2026
- Accounts · 1,463 to 1,436Apr 8, 2024 to Mar 28, 2025
- Individual clients · 1,212 to 1,195Apr 8, 2024 to Mar 28, 2025
- Pension plan clients · 20 to 10Apr 8, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 8, 2024 to Mar 28, 2025
- Discretionary RAUM · $615M to $614MApr 8, 2024 to Mar 28, 2025
- HNW RAUM · $315M to $300MApr 8, 2024 to Mar 28, 2025
- Individual RAUM · $115M to $104MApr 8, 2024 to Mar 28, 2025
- Pension RAUM · $25.0M to $26.0MApr 8, 2024 to Mar 28, 2025
- RAUM · $615M to $614MApr 8, 2024 to Mar 28, 2025
- Accounts · 1,156 to 1,463Mar 28, 2023 to Mar 29, 2024
- Corporate clients · 9 to 15Mar 28, 2023 to Mar 29, 2024
- HNW clients · 190 to 215Mar 28, 2023 to Mar 29, 2024
- Individual clients · 936 to 1,212Mar 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $575M to $615MMar 28, 2023 to Mar 29, 2024
- HNW RAUM · $269M to $315MMar 28, 2023 to Mar 29, 2024
- Individual RAUM · $100M to $115MMar 28, 2023 to Mar 29, 2024
- Pension RAUM · $26.0M to $25.0MMar 28, 2023 to Mar 29, 2024
- RAUM · $575M to $615MMar 28, 2023 to Mar 29, 2024
- Accounts · 1,099 to 1,156Mar 30, 2022 to Mar 27, 2023
- Corporate clients · 8 to 9Mar 30, 2022 to Mar 27, 2023
- HNW clients · 168 to 190Mar 30, 2022 to Mar 27, 2023
- Individual clients · 902 to 936Mar 30, 2022 to Mar 27, 2023
- Insurance-licensed employees · 1 to 0Mar 30, 2022 to Mar 27, 2023
- Discretionary RAUM · $653M to $575MMar 30, 2022 to Mar 27, 2023
- HNW RAUM · $388M to $269MMar 30, 2022 to Mar 27, 2023
- Individual RAUM · $50.0M to $100MMar 30, 2022 to Mar 27, 2023
- Pension RAUM · $30.0M to $26.0MMar 30, 2022 to Mar 27, 2023
Signals
3 dated events
- Front Street Capital Management, Inc. reported RAUM $862.0M, up 40% from $614.0M (2025-03-28 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- Front Street Capital Management, Inc. reported RAUM $653.0M, up 57% from $415.5M (2021-03-30 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Front Street Capital Management, Inc. reported RAUM $453.6M, up 35% from $334.9M (2017-03-31 to 2018-03-30)Mar 30, 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 phone
- 406-541-0130reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/front-street-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- FRONTSTREETCAP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 406.541.0130reportedpublic record, Form ADV, May 27, 2026
- Contact form
- frontstreetcap.com/contact-usreportedpublished 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
- $172Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026