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
A••••••• C•••••••• W••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Dec 21, 2011 · 6 filings
SEC status approved since Jul 3, 2025
RAUM
$195M
reported, Item 5.F
Discretionary
73%
of RAUM
Private clients
91%
$178M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$39.1M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$195M as of Mar 30, 2026
Mar 29, 2012$47.0M then
HNW client RAUM$138M as of Mar 30, 2026
Jun 3, 2025$73.0M then
State-registered IARs (5.B.3)4 as of Mar 30, 2026
Mar 29, 20120 then
Employees (5.A)5 as of Mar 30, 2026
Jun 3, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- b••• affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $39.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 90derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $567,099derivedHNW RAUM over HNW clients
- Average account
- $454,414derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 73%derivedof RAUM
- Institutional
- 3.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $5.3M, 9 clientsreportedItem 9.A
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- 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)
- 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$138M71%
- Individuals$40.0M20%
- Corporations and businesses$9.5M4.9%
- Pension and profit-sharing plans$6.4M3.3%
- Charitable organizations$1.1M0.6%
- Individual clients
- 205reported
- HNW clients
- 244reported
- Pension plan clients
- 5reported
- Charitable clients
- 4reported
- Accounts
- 430reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.3M for 9 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T••••• F•••••••• Q••••Certified Financial Planner | Crystal Lake, Il | Jun 26, 2008 | 23 y | 2 |
| K•••• G••••• N•••••Certified Financial Planner | Crystal Lake, Il | Jun 27, 2008 | 25 y | 3 |
| K••••••• A•• D•••• | Crystal Lake, Il | Sep 22, 2016 | 26 y | 3 |
| J••• G••••••••Chartered Financial Analyst | Crystal Lake, Il | Feb 16, 2023 | 22 y | 3 |
| K••• R••••• H•••••• | Crystal Lake, Il | May 27, 2026 | 11 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 headcount1 left over 36 months
Left, latest
- M•••••• D•••• E•••••• to O•••• F•• I•••Oct 12, 2023 · Other
Joined, latest
- J••• G•••••••• from A••••• F•••••••• A•••••••• L••Feb 16, 2023 · Other
- M•••••• D•••• E•••••• from M••••• L••Feb 3, 2021 · Other
- K••••••• A•• D•••• from L•• F•••••••• L••Sep 22, 2016 · Other
- K•••• G••••• N••••• from T•••• A•••••••• L••Jun 27, 2008 · Other
- T••••• F•••••••• Q•••• from T•••• A•••••••• L••Jun 26, 2008 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F•••••••• R•••• M• · Manager/Evpcontrolsince 04/2008 · owns less than 5%
- H•••••••• A•••••• T••••• · Managercontrolsince 04/2008 · owns less than 5%
- N•••••• K••••• G••••• · Managercontrolsince 04/2008 · owns less than 5%
- Q••••• T•••••• F•••••••• · Manager/Chief Compliance Officercontrolsince 04/2008 · owns less than 5%
- Z••••• C•••••• A•• · Ceo/Managercontrolsince 04/2008 · owns less than 5%
Entity owners
- A••••••• C•••••••• B••• • T•••• · Memberdirect · owns 75% or more
- A••••••• C•••••••• F••••••••• I••• · Shareholderindirect · owns 75% or more of A••••••• C•••••••• B••• • T••••
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 |
|---|---|---|---|---|---|
| Crystal Lake, Il · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Crystal Lake, IL
- Huntley, IL
- Mchenry, IL
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 30, 2026wrap fee program participation (Item 5.I): yes on the filing of 2025-08-19, no on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 231 to 430Aug 19, 2025 to Mar 30, 2026
- Charity clients · 0 to 4Aug 19, 2025 to Mar 30, 2026
- Corporate clients · 10 to 11Aug 19, 2025 to Mar 30, 2026
- HNW clients · 33 to 244Aug 19, 2025 to Mar 30, 2026
- Individual clients · 156 to 205Aug 19, 2025 to Mar 30, 2026
- Pension plan clients · 1 to 5Aug 19, 2025 to Mar 30, 2026
- Assets in custody · $18.0M to $5.3MAug 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $78.0M to $143MAug 19, 2025 to Mar 30, 2026
- HNW RAUM · $73.0M to $138MAug 19, 2025 to Mar 30, 2026
- Individual RAUM · $29.3M to $40.0MAug 19, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $38.0M to $51.9MAug 19, 2025 to Mar 30, 2026
- Pension RAUM · $5.7M to $6.4MAug 19, 2025 to Mar 30, 2026
- RAUM · $116M to $195MAug 19, 2025 to Mar 30, 2026
- Wrap assets (manager) · 82639048.0 to unsetAug 19, 2025 to Mar 30, 2026
- Wrap assets (sponsor) · 0.0 to unsetAug 19, 2025 to Mar 30, 2026
- Assets in custody · $337M to $18.0MJun 3, 2025 to Aug 19, 2025
- Accounts · 175 to 231May 16, 2012 to Jun 3, 2025
- Advisory employees · unset to 4.0May 16, 2012 to Jun 3, 2025
- Advisory activities · 4 to 6May 16, 2012 to Jun 3, 2025
- BD registered reps · unset to 4.0May 16, 2012 to Jun 3, 2025
- Charity clients · unset to 0.0May 16, 2012 to Jun 3, 2025
- Corporate clients · unset to 10.0May 16, 2012 to Jun 3, 2025
- HNW clients · unset to 33.0May 16, 2012 to Jun 3, 2025
- Individual clients · unset to 156.0May 16, 2012 to Jun 3, 2025
- Pension plan clients · unset to 1.0May 16, 2012 to Jun 3, 2025
- Pooled vehicle clients · unset to 0.0May 16, 2012 to Jun 3, 2025
- Assets in custody · unset to 337165294.0May 16, 2012 to Jun 3, 2025
- Custody of client assets · false to trueMay 16, 2012 to Jun 3, 2025
- Employees · unset to 5.0May 16, 2012 to Jun 3, 2025
- Financial planning clients · 26-50 to 11-25May 16, 2012 to Jun 3, 2025
- HQ city · WOODSTOCK to CRYSTAL LAKEMay 16, 2012 to Jun 3, 2025
- State-registered IARs · 0 to 4May 16, 2012 to Jun 3, 2025
- Other offices · unset to 4.0May 16, 2012 to Jun 3, 2025
- Discretionary RAUM · $0 to $78.0MMay 16, 2012 to Jun 3, 2025
- HNW RAUM · unset to 72977900.0May 16, 2012 to Jun 3, 2025
- Individual RAUM · unset to 29290490.0May 16, 2012 to Jun 3, 2025
- Non-discretionary RAUM · $47.0M to $38.0MMay 16, 2012 to Jun 3, 2025
- Pension RAUM · unset to 5749452.0May 16, 2012 to Jun 3, 2025
- Pooled vehicle RAUM · unset to 0.0May 16, 2012 to Jun 3, 2025
- RAUM · $47.0M to $116MMay 16, 2012 to Jun 3, 2025
Signals
1 dated events
- M•••••• D•••• E•••••• left A••••••• C•••••••• W••••• M••••••••• L•• for O•••• F•• I••• (registered 2023-10-13)Oct 12, 2023 · 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.
How to reach
public business contact points only, each with its source
- Business email
- info@amcomwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 815-479-5354reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 815-479-5358reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 815-479-5363reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/american-community-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- AMCOMWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 815-479-9024reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- amcomwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- amcomwealth.com/our-teamreportedpublished by the firm, firm site, Sep 16, 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
- $39.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026