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
J•••• T•••••• I••••••••• P•••••••• L••
Latest filing Jul 1, 2026
First filing on the tape Mar 30, 2012 · 33 filings
SEC status approved since Apr 18, 2007
RAUM
$2.4B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
70%
$1.7B individuals and HNW
Advisors
37
registered through the firm on IAPD
RAUM per advisor
$66.1M
derived; firm RAUM over IAPD count
Employees
39
36 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
1
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$2.4B as of Jul 1, 2026
Mar 30, 2012$302M then
HNW client RAUM$1.4B as of Jul 1, 2026
Mar 26, 2018$545M then
State-registered IARs (5.B.3)36 as of Jul 1, 2026
Mar 30, 20120 then
Employees (5.A)39 as of Jul 1, 2026
Mar 22, 201320 then
Private funds1 as of Jul 1, 2026
Mar 27, 20251 then
RAUM +33% over the last fiscal year+26% a year over threeIARs 33 to 36
Practice profile
derived from the filing of Jul 1, 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
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $66.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $476,136derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 12.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- +9.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $252M, 294 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B55%
- Corporations and businesses$451M18%
- Individuals$358M15%
- Pension and profit-sharing plans$236M9.6%
- Charitable organizations$39.4M1.6%
- Other investment advisers$5.2M0.2%
- Pooled investment vehicles$1.5M0.1%
- Individual clients
- 1,313reported
- HNW clients
- 391reported
- Pension plan clients
- 117reported
- Charitable clients
- 10reported
- Accounts
- 5,136reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $422M managedreported
- Custody of client assets
- $252M for 294 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.7 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
37 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••• A••• J•••• | Tampa, Fl | Apr 25, 2007 | 40 y | 1 |
| M•••••• S•••• J•••• | Tampa, Fl | Apr 25, 2007 | 27 y | 1 |
| L•••• M••••• T•••••• | Tampa, Fl | Jun 15, 2007 | 24 y | 1 |
| R••••• D•••• B•••Chartered Financial Consultant | Tampa, Fl | Jan 3, 2008 | 40 y | 2 |
| R••••• A••••• E•••• | Tampa, Fl | Jul 15, 2008 | 18 y | 0 |
| F•••• M••••••• D••••••• | Tampa, Fl | Jul 18, 2008 | 33 y | 1 |
| D••••• M•••••• R••••••• | Tampa, Fl | Oct 10, 2008 | 29 y | 1 |
| B•••• D•••• W••••••••Certified Financial Planner | Tampa, Fl | Feb 6, 2009 | 18 y | 0 |
| D•••••• A•• R•••••••• | Tampa, Fl | Feb 12, 2009 | 45 y | 0 |
| M••• A•••••••• | Tampa, Fl | Jun 29, 2009 | 18 y | 0 |
| M•••••• T••• D••••••• | Tampa, Fl | Aug 2, 2010 | 25 y | 2 |
| D••••• R••••• T•••••Certified Financial Planner | Tampa, Fl | Jan 19, 2012 | 26 y | 2 |
| A•••••• A•• R•••• | Tampa, Fl | Sep 6, 2013 | 15 y | 1 |
| K••• B•••••• W••••• | Tampa, Fl | May 22, 2015 | 13 y | 0 |
| G•••••••• T•••••••Certified Financial Planner | Tampa, Fl | May 25, 2016 | 10 y | 0 |
| P•••• A•••••• E••••••• | Tampa, Fl | Dec 23, 2016 | 36 y | 1 |
| G•••••• W••••• | Tampa, Fl | Aug 16, 2018 | 12 y | 0 |
| D•••• G••• P••••••• | Tampa, Fl | Jun 4, 2019 | 24 y | 3 |
| R•••••• H•••••Certified Financial Planner | Tampa, Fl | Jun 17, 2020 | 41 y | 3 |
| M•••••• R••• | Tampa, Fl | Sep 25, 2020 | 16 y | 1 |
| B•••• F•••••••• S••••••••• | Tampa, Fl | Jan 26, 2021 | 42 y | 2 |
| A••••• S••• T•••••• | Tampa, Fl | Jun 3, 2021 | 16 y | 0 |
| M•••••• T••••• T•••••• | Tampa, Fl | Jan 5, 2022 | 16 y | 0 |
| R•••••• A• C••••••• | Tampa, Fl | Mar 11, 2024 | 17 y | 3 |
| R••• M••••• T•••••• | Tampa, Fl | Apr 30, 2024 | 17 y | 0 |
| M••••••• M•••• L••••• | Tampa, Fl | Aug 26, 2024 | 42 y | 1 |
| C••••••• T••••••• | Tampa, Fl | Oct 23, 2024 | 12 y | 0 |
| J••• L••••• | Tampa, Fl | Jun 30, 2025 | 41 y | 4 |
| J••••••• E••• B••• | Henderson, Tx | Jul 7, 2025 | 34 y | 3 |
| R••••• V••••• M•• | Tampa, Fl | Jul 23, 2025 | 38 y | 1 |
| J•••••• C• P••••• | Tampa, Fl | Nov 24, 2025 | 11 y | 0 |
| A••• M••••• | Greensboro, Nc | Dec 19, 2025 | 11 y | 0 |
| R••• N••••• | Tampa, Fl | Feb 19, 2026 | 10 y | 0 |
| J••• F••••••• T••••• | Tampa, Fl | Mar 26, 2026 | 21 y | 4 |
| S••• M••••••• A•• F••••• | Tampa, Fl | Jun 10, 2026 | 19 y | 8 |
| E••• S••• P••••• | Lombard, Il | Jun 17, 2026 | 10 y | 1 |
| R•••• E•••• | Henderson, Tx | Aug 31, 2026 | 10 y | 0 |
Advisor movement
2 left, 4 joined in 12 months
net +2 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 5.4% of current headcount3 left over 36 months
Left, latest
- G•••• M•••• P••••••••• to K••••• A••••••• S•••••••• L••Jul 24, 2026 · RIA to affiliated broker-dealer or bank
- S••• M••••••• A•• F••••• to F••••••May 5, 2026 · RIA to RIA
- S•••• J••• to A•••• P•••••• S••••••• L••Aug 22, 2024 · RIA to a state-registered adviser
- H••••• J• B••••••• to R•••••• J•••• • A••••••••• I•••Feb 23, 2023 · RIA to affiliated broker-dealer or bank
- J•••••• D••••• to L•• F•••••••• L••Aug 15, 2022 · RIA to RIA
- S••••• G•••• to F••••••• P••••••• A•• W•••••••• A•••••••Oct 29, 2021 · RIA to affiliated broker-dealer or bank
- R•••••• H••••• to A•••••• A••••••• S•••••••Jul 2, 2019 · RIA to affiliated broker-dealer or bank
- K••• H•••• to M••••• S••••••Apr 15, 2019 · RIA to wirehouse
- E•••• V••••••••• V••••• to M••••• S••••••Jul 11, 2017 · Other
- M••••••• D•••••• D••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Nov 30, 2015 · Other
- T••••• J••• B•••• to M••••• S••••••Nov 30, 2015 · Other
- K•••• A•••••• R•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Jul 10, 2013 · Other
Joined, latest
- E••• S••• P••••• from F••••••Jun 17, 2026 · RIA to RIA
- S••• M••••••• A•• F••••• from F••••••Jun 10, 2026 · RIA to RIA
- J••• F••••••• T••••• from M••••• S••••••Mar 26, 2026 · Wirehouse to independent RIA
- S••• M••••••• A•• F••••• from F••••••••Oct 16, 2025 · RIA to RIA
- R••••• V••••• M•• from T•••• C•••••• M••••••••• I••Jul 23, 2025 · RIA to RIA
- J••• L••••• from E•••••••• A•••••••• L••Jun 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- J••••••• E••• B••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Jan 14, 2025 · Affiliated broker-dealer or bank to independent RIA
- M••••••• M•••• L••••• from T••••• • A•••••••••Aug 26, 2024 · RIA to RIA
- R•••••• A• C••••••• from F•••• T•••• S••••••••• I•••Mar 11, 2024 · Affiliated broker-dealer or bank to independent RIA
- B•••• F•••••••• S••••••••• from W•••• F•••• A•••••••Jan 26, 2021 · Wirehouse to independent RIA
- M•••••• R••• from P•••••••• S••••••••• I•••Sep 25, 2020 · Affiliated broker-dealer or bank to independent RIA
- S••••• G•••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Aug 10, 2020 · Affiliated broker-dealer or bank to independent RIA
- R•••••• H••••• from A•••••• A••••••• S•••••••Jun 17, 2020 · Affiliated broker-dealer or bank to independent RIA
- S•••• J••• from G••••• W••••• M••••••••• I•••Feb 28, 2020 · Other
- D•••• G••• P••••••• from W•••• F•••• A•••••••Jun 4, 2019 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••••• M••• · Chief Operating Officer / Partner / Investment Adviser Representative/ Chief Technology Officercontrolsince 02/2008 · owns less than 5%
- J••••• S••••• A••• · Managing Partnercontrolsince 12/2008 · owns 25% to 50%
- J••••• M••••••• S•••• · Chief Compliance Officercontrolsince 12/2008 · owns less than 5%
- T••••••• L••••• M••••• · Presidentcontrolsince 06/2025 · owns less than 5%
- T•••••••• G•••••••• · Chief Executive Officercontrolsince 06/2025 · owns less than 5%
- D•••••••• M••••••• T••• · Partner / Investment Adviser Representativesince 05/2010 · owns less than 5%
- M•••••• V•••••• J••••• · Partnersince 03/2013 · owns less than 5%
- P•••••••• D••••• G••• · Partner / Investment Adviser Representativesince 05/2019 · owns less than 5%
- W••••••••• B••••• D•••• · Portfolio Managersince 10/2016 · owns 5% to 10%
- W•••••• K•••• B•••••• · Partner / Investment Adviser Representativesince 05/2016 · owns less than 5%
Entity owners
- J•••• T•••••• W••••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- D•••••• R••••••••investment companyy
- J•••• T•••••• W••••• M•••••••••real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tampa, Fl · principal | 37 | 7 | 2 | ||
| Henderson, Tx | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 1, 2026J••••• S••••• A••• (MANAGING PARTNER) left Schedule A between the filings of 2022-03-31 and 2026-07-01peers: independent wealth managers, $1B to $5B (1,362)
- wealth to institutional shiftCombination · filing Mar 24, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $1,839,648,700 to $2,445,435,755, advisors 33 to 36, private clients 1420 to 1704, offices 2 to 2 (2025-03-27 to 2026-03-24)peers: independent wealth managers, $1B to $5B (1,362)
- client mix shiftChange between filings · filing Mar 24, 2026private-client share of RAUM moved from 93.0% to 70.0% between the annual amendments of 2025-03-27 and 2026-03-24peers: independent wealth managers, $1B to $5B (1,362)
- HNW share shiftChange between filings · filing Mar 24, 2026HNW share of RAUM moved from 77.0% to 55.0% between the annual amendments of 2025-03-27 and 2026-03-24peers: independent wealth managers, $1B to $5B (1,362)
- institutional asset share shiftChange between filings · filing Mar 24, 2026institutional share of RAUM moved from 7.0% to 30.0% between the annual amendments of 2025-03-27 and 2026-03-24peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 4,235 to 5,136Nov 26, 2025 to Mar 24, 2026
- Advisory employees · 33 to 36Nov 26, 2025 to Mar 24, 2026
- Charity clients · 0 to 10Nov 26, 2025 to Mar 24, 2026
- Corporate clients · 0 to 59Nov 26, 2025 to Mar 24, 2026
- HNW clients · 318 to 391Nov 26, 2025 to Mar 24, 2026
- Individual clients · 1,102 to 1,313Nov 26, 2025 to Mar 24, 2026
- Pension plan clients · 57 to 117Nov 26, 2025 to Mar 24, 2026
- Pooled vehicle clients · 0 to 1Nov 26, 2025 to Mar 24, 2026
- Assets in custody · $128M to $252MNov 26, 2025 to Mar 24, 2026
- Employees · 47 to 39Nov 26, 2025 to Mar 24, 2026
- State-registered IARs · 33 to 36Nov 26, 2025 to Mar 24, 2026
- Discretionary RAUM · $1.7B to $2.2BNov 26, 2025 to Mar 24, 2026
- HNW RAUM · $1.4B to $1.4BNov 26, 2025 to Mar 24, 2026
- Individual RAUM · $287M to $358MNov 26, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $101M to $198MNov 26, 2025 to Mar 24, 2026
- Pension RAUM · $119M to $236MNov 26, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $0 to $1.5MNov 26, 2025 to Mar 24, 2026
- RAUM · $1.8B to $2.4BNov 26, 2025 to Mar 24, 2026
- Wrap assets (manager) · $370M to $422MNov 26, 2025 to Mar 24, 2026
- Advisory employees · 34 to 33Aug 27, 2025 to Nov 26, 2025
- BD registered reps · 4 to 3Aug 27, 2025 to Nov 26, 2025
- Employees · 34 to 47Aug 27, 2025 to Nov 26, 2025
- Financial planning clients · 0 to 0Aug 27, 2025 to Nov 26, 2025
- Accounts · 1,443 to 4,235Sep 13, 2024 to Mar 27, 2025
- Advisory employees · 27 to 34Sep 13, 2024 to Mar 27, 2025
- Advisory activities · 4 to 6Sep 13, 2024 to Mar 27, 2025
- BD registered reps · 2 to 4Sep 13, 2024 to Mar 27, 2025
- Charity clients · 6 to 0Sep 13, 2024 to Mar 27, 2025
- Corporate clients · 40 to 0Sep 13, 2024 to Mar 27, 2025
- HNW clients · 201 to 318Sep 13, 2024 to Mar 27, 2025
- Individual clients · 981 to 1,102Sep 13, 2024 to Mar 27, 2025
- Pension plan clients · 61 to 57Sep 13, 2024 to Mar 27, 2025
- Assets in custody · unset to 128354221.0Sep 13, 2024 to Mar 27, 2025
- Custody of client assets · false to trueSep 13, 2024 to Mar 27, 2025
- Employees · 30 to 34Sep 13, 2024 to Mar 27, 2025
- State-registered IARs · 25 to 33Sep 13, 2024 to Mar 27, 2025
- Other offices · 0 to 2Sep 13, 2024 to Mar 27, 2025
- Private funds · unset to 1Sep 13, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.4B to $1.7BSep 13, 2024 to Mar 27, 2025
- HNW RAUM · $516M to $1.4BSep 13, 2024 to Mar 27, 2025
Signals
8 dated events
- G•••• M•••• P••••••••• left J•••• T•••••• I••••••••• P•••••••• L•• for K••••• A••••••• S•••••••• L•• (registered 2026-08-12)Jul 24, 2026 · Advisor changed firm · fact
- S••• M••••••• A•• F••••• left J•••• T•••••• I••••••••• P•••••••• L•• for Farther (registered 2026-04-13)May 5, 2026 · Advisor changed firm · fact
- J•••• T•••••• I••••••••• P•••••••• L•• reported RAUM $2.4B, up 33% from $1.8B (2025-11-26 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- J•••• T•••••• I••••••••• P•••••••• L•• reported RAUM $1.8B, up 25% from $1.5B (2024-09-13 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- S•••• J••• left J•••• T•••••• I••••••••• P•••••••• L•• for A•••• P•••••• S••••••• L•• (registered 2025-12-24)Aug 22, 2024 · Advisor changed firm · fact
- H••••• J• B••••••• left J•••• T•••••• I••••••••• P•••••••• L•• for R•••••• J•••• • A••••••••• I••• (registered 2023-07-17)Feb 23, 2023 · Advisor changed firm · fact
- J•••••• D••••• left J•••• T•••••• I••••••••• P•••••••• L•• for L•• F•••••••• L•• (registered 2022-10-27)Aug 15, 2022 · Advisor changed firm · fact
- J•••• T•••••• I••••••••• P•••••••• L•• reported RAUM $1.2B, up 59% from $724.5M (2020-07-02 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- J•••• T•••••• I••••••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- J•••• T•••••• I••••••••• P•••••••• L•• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/J••••-T••••••-WEALTH-MANAGEreportedpublic record, Form ADV, Sep 18, 2026
- Website
- jaffetilchininvestments.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 813-963-2500reportedpublic record, Form ADV, Jul 1, 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
- $66.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026