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.
Former SEC-registered adviser
Kanon Bloch Carre
Legal name Kbc Holdings LLC
Latest filing Mar 12, 2025
First filing on the tape Mar 30, 2012 · 17 filings
SEC status approved since Jan 7, 2008
RAUM
$249M
reported, Item 5.F
Discretionary
3.1%
of RAUM
Private clients
2.9%
$7.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$249M as of Mar 12, 2025
Mar 30, 2012$40.3M then
HNW client RAUM$4.7M as of Mar 12, 2025
Mar 29, 2018$3.3M then
State-registered IARs (5.B.3)1 as of Mar 12, 2025
Mar 30, 20120 then
Employees (5.A)1 as of Mar 12, 2025
Apr 4, 20135 then
Private funds: no history
RAUM +13% over the last fiscal year+166% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 12, 2025; every figure names its basis
- RAUM per advisor
- $249MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $9.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 3.1%derivedof RAUM
- Institutional
- 97%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 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
- 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
- Pension and profit-sharing plans$241M97%
- High-net-worth individuals$4.7M1.9%
- Individuals$2.5M1.0%
- Charitable organizations$408,3620.2%
- Individual clients
- 20reported
- HNW clients
- 3reported
- Pension plan clients
- 3reported
- Charitable clients
- 1reported
- Accounts
- 27reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days1 left over 36 months
Left, latest
- Robert Paul Mccarthy to Alternative Capitalis, LLCNov 26, 2025 · Other
- David Edwin Powers to Sandy Cove Advisors, LLCSep 4, 2014 · Other
Joined, latest
- David Edwin Powers from Rinet Company, LLCSep 2, 2011 · Other
- Robert Paul Mccarthy from Rinet Company, LLCMar 13, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jason Ingraham · LLC Membercontrolsince 10/2007 · owns 25% to 50%
- Paul Robert Mccarthy · President, Chief Compliance Officercontrolsince 10/2007 · owns 50% to 75%
Related persons
Schedule D 7.A
- Jason Ingrahaminsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hanson, Ma | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 28 to 27Mar 25, 2024 to Mar 12, 2025
- Individual clients · 21 to 20Mar 25, 2024 to Mar 12, 2025
- HQ city · unset to Mar 25, 2024 to Mar 12, 2025
- HQ state · unset to Mar 25, 2024 to Mar 12, 2025
- Discretionary RAUM · $6.9M to $7.6MMar 25, 2024 to Mar 12, 2025
- HNW RAUM · $4.5M to $4.7MMar 25, 2024 to Mar 12, 2025
- Individual RAUM · $2.0M to $2.5MMar 25, 2024 to Mar 12, 2025
- Non-discretionary RAUM · $213M to $241MMar 25, 2024 to Mar 12, 2025
- Pension RAUM · $213M to $241MMar 25, 2024 to Mar 12, 2025
- RAUM · $220M to $249MMar 25, 2024 to Mar 12, 2025
- Charity clients · 2 to 1Mar 31, 2023 to Mar 25, 2024
- Corporate clients · 1 to 0Mar 31, 2023 to Mar 25, 2024
- Individual clients · 2 to 21Mar 31, 2023 to Mar 25, 2024
- Pension plan clients · 5 to 3Mar 31, 2023 to Mar 25, 2024
- Financial planning clients · 1-10 to 0Mar 31, 2023 to Mar 25, 2024
- Discretionary RAUM · $10.6M to $6.9MMar 31, 2023 to Mar 25, 2024
- HNW RAUM · $3.8M to $4.5MMar 31, 2023 to Mar 25, 2024
- Individual RAUM · $538,189 to $2.0MMar 31, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $0 to $213MMar 31, 2023 to Mar 25, 2024
- Pension RAUM · $0 to $213MMar 31, 2023 to Mar 25, 2024
- RAUM · $10.6M to $220MMar 31, 2023 to Mar 25, 2024
- Accounts · 26 to 28Mar 15, 2022 to Mar 31, 2023
- Discretionary RAUM · $13.3M to $10.6MMar 15, 2022 to Mar 31, 2023
- HNW RAUM · $4.3M to $3.8MMar 15, 2022 to Mar 31, 2023
- Individual RAUM · $646,928 to $538,189Mar 15, 2022 to Mar 31, 2023
- RAUM · $13.3M to $10.6MMar 15, 2022 to Mar 31, 2023
- Accounts · 25 to 26Mar 31, 2021 to Mar 15, 2022
- Pooled vehicle clients · unset to 0.0Mar 31, 2021 to Mar 15, 2022
- Discretionary RAUM · $16.1M to $13.3MMar 31, 2021 to Mar 15, 2022
- HNW RAUM · $5.8M to $4.3MMar 31, 2021 to Mar 15, 2022
- Individual RAUM · $4.0M to $646,928Mar 31, 2021 to Mar 15, 2022
- Pooled vehicle RAUM · unset to 0.0Mar 31, 2021 to Mar 15, 2022
- RAUM · $16.1M to $13.3MMar 31, 2021 to Mar 15, 2022
- Accounts · 28 to 25Jun 30, 2020 to Mar 31, 2021
- Charity clients · unset to 2.0Jun 30, 2020 to Mar 31, 2021
- Pension plan clients · 6 to 5Jun 30, 2020 to Mar 31, 2021
- Employees · 4 to 1Jun 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $8.7M to $16.1MJun 30, 2020 to Mar 31, 2021
- HNW RAUM · $5.1M to $5.8MJun 30, 2020 to Mar 31, 2021
- Individual RAUM · $593,758 to $4.0MJun 30, 2020 to Mar 31, 2021
Signals
2 dated events
- Kanon Bloch Carre no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $249.0M)Dec 20, 2025 · Left the SEC roster · derived
- Robert Paul Mccarthy left Kanon Bloch Carre for Alternative Capitalis, Llc (registered 2025-06-23)Nov 26, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026