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•••••• A•••• M••••••••• I•••
Latest filing Feb 26, 2026
First filing on the tape Mar 26, 2012 · 5 filings
SEC status approved since May 21, 2024
RAUM
$153M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$143M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$76.4M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$153M as of Feb 26, 2026
Mar 26, 2012$55.9M then
HNW client RAUM$130M as of Feb 26, 2026
Mar 7, 2025$128M then
State-registered IARs (5.B.3)2 as of Feb 26, 2026
Mar 26, 20120 then
Employees (5.A)4 as of Feb 26, 2026
Mar 7, 20254 then
Private funds: no history
RAUM -2.3% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- $76.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $599,218derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -7.7%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 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$130M85%
- Individuals$13.7M9.0%
- Charitable organizations$4.8M3.2%
- Other investment advisers$4.7M3.1%
- Individual clients
- 34reported
- HNW clients
- 38reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 255reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.94 fund_share=0.03 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• E••••• M••••••Certified Financial Planner | Peoria Heights, Il | Mar 26, 2008 | 51 y | 1 |
| R••• J••••••• M•••••• | Peoria Heights, Il | Feb 21, 2023 | 9 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
- M•••••• E••••• M•••••• from C•••••• A•••• M••••••••• L••Mar 26, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••• M••••••• E••••• · President & Chief Compliance Officercontrolsince 09/2007 · owns 75% or more
- M••••••• R•••• J• · Secretary & Treasurersince 07/2019 · owns less than 5%
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 |
|---|---|---|---|---|---|
| Peoria Heights, Il | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 331 to 255Mar 7, 2025 to Feb 26, 2026
- Charity clients · 2.0 to unsetMar 7, 2025 to Feb 26, 2026
- Corporate clients · 1.0 to unsetMar 7, 2025 to Feb 26, 2026
- HNW clients · 40 to 38Mar 7, 2025 to Feb 26, 2026
- Individual clients · 38 to 34Mar 7, 2025 to Feb 26, 2026
- Discretionary RAUM · $156M to $153MMar 7, 2025 to Feb 26, 2026
- HNW RAUM · $128M to $130MMar 7, 2025 to Feb 26, 2026
- Individual RAUM · $19.5M to $13.7MMar 7, 2025 to Feb 26, 2026
- RAUM · $156M to $153MMar 7, 2025 to Feb 26, 2026
- Accounts · 299 to 331Apr 19, 2024 to Mar 7, 2025
- HNW clients · 39 to 40Apr 19, 2024 to Mar 7, 2025
- Individual clients · 37 to 38Apr 19, 2024 to Mar 7, 2025
- Financial planning clients · 26-50 to 26-50Apr 19, 2024 to Mar 7, 2025
- HQ city · unset to Apr 19, 2024 to Mar 7, 2025
- HQ state · unset to Apr 19, 2024 to Mar 7, 2025
- Discretionary RAUM · $135M to $156MApr 19, 2024 to Mar 7, 2025
- HNW RAUM · $112M to $128MApr 19, 2024 to Mar 7, 2025
- Individual RAUM · $13.8M to $19.5MApr 19, 2024 to Mar 7, 2025
- RAUM · $135M to $156MApr 19, 2024 to Mar 7, 2025
- Accounts · 142 to 299May 4, 2012 to Apr 19, 2024
- Advisory employees · unset to 2.0May 4, 2012 to Apr 19, 2024
- Charity clients · unset to 2.0May 4, 2012 to Apr 19, 2024
- Corporate clients · unset to 1.0May 4, 2012 to Apr 19, 2024
- HNW clients · unset to 39.0May 4, 2012 to Apr 19, 2024
- Individual clients · unset to 37.0May 4, 2012 to Apr 19, 2024
- Employees · unset to 4.0May 4, 2012 to Apr 19, 2024
- Financial planning clients · 0 to 26-50May 4, 2012 to Apr 19, 2024
- HQ city · PEORIA HEIGHTS to unsetMay 4, 2012 to Apr 19, 2024
- HQ state · IL to unsetMay 4, 2012 to Apr 19, 2024
- State-registered IARs · 0 to 2May 4, 2012 to Apr 19, 2024
- Other offices · unset to 1.0May 4, 2012 to Apr 19, 2024
- Discretionary RAUM · $55.8M to $135MMay 4, 2012 to Apr 19, 2024
- HNW RAUM · unset to 112028529.0May 4, 2012 to Apr 19, 2024
- Individual RAUM · unset to 13822203.0May 4, 2012 to Apr 19, 2024
- Non-discretionary RAUM · $153,622 to $0May 4, 2012 to Apr 19, 2024
- RAUM · $55.9M to $135MMay 4, 2012 to Apr 19, 2024
Signals
1 dated events
- C•••••• A•••• M••••••••• I••• filed its initial SEC registration (Form ADV)Apr 19, 2024 · 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
- Website
- CYPRAM.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 309-679-9146reportedpublic record, Form ADV, Feb 26, 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
- $76.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026