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
Gross Domestic Product, Inc
Latest filing Mar 26, 2026
First filing on the tape Jan 13, 2012 · 8 filings
SEC status approved since Jul 28, 2025
RAUM
$139M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$131M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$139M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$139M as of Mar 26, 2026
Jan 13, 2012$47.4M then
HNW client RAUM$122M as of Mar 26, 2026
Jul 31, 2025$103M then
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Jan 13, 20120 then
Employees (5.A)2 as of Mar 26, 2026
Jul 31, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $139MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 65derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $598,470derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 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, otherreportedItem 5.G
- Custody
- $38.4M, 39 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$122M87%
- Individuals$9.2M6.6%
- Corporations and businesses$6.9M5.0%
- Charitable organizations$1.7M1.2%
- Individual clients
- 26reported
- HNW clients
- 39reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 233reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $38.4M for 39 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Scott Andrew Bell | Playa Del Rey, Ca | Jul 2, 2009 | 25 y | 2 |
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
- Jodi Rudd to Cetera Advisor Networks LLCJun 11, 2019 · Other
- Gabriel Brant Anderson to Crafted Wealth ManagementJan 2, 2019 · Other
- Adam Bertrand Scott to Argyle Capital Partners, LLCJun 15, 2012 · Other
Joined, latest
- Jodi Rudd from The Investment Advisor Alliance LLCDec 7, 2018 · Other
- Gabriel Brant Anderson from Crafted Wealth ManagementJul 7, 2017 · Other
- Adam Bertrand Scott from Morgan StanleyAug 17, 2010 · Other
- Scott Andrew Bell from Morgan Stanley & Co. LLCJul 2, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Andrew Scott Bell · Managing Principal, Chief Compliance Officercontrolsince 06/2008 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 221 to 233Nov 20, 2025 to Mar 26, 2026
- HNW clients · 37 to 39Nov 20, 2025 to Mar 26, 2026
- Assets in custody · $22.1M to $38.4MNov 20, 2025 to Mar 26, 2026
- Discretionary RAUM · $120M to $139MNov 20, 2025 to Mar 26, 2026
- HNW RAUM · $103M to $122MNov 20, 2025 to Mar 26, 2026
- Individual RAUM · $8.8M to $9.2MNov 20, 2025 to Mar 26, 2026
- RAUM · $120M to $139MNov 20, 2025 to Mar 26, 2026
- Accounts · 229 to 221May 11, 2012 to Jul 31, 2025
- Advisory employees · unset to 1.0May 11, 2012 to Jul 31, 2025
- Charity clients · unset to 1.0May 11, 2012 to Jul 31, 2025
- Corporate clients · unset to 3.0May 11, 2012 to Jul 31, 2025
- HNW clients · unset to 37.0May 11, 2012 to Jul 31, 2025
- Individual clients · unset to 26.0May 11, 2012 to Jul 31, 2025
- Assets in custody · unset to 22108182.0May 11, 2012 to Jul 31, 2025
- Custody of client assets · false to trueMay 11, 2012 to Jul 31, 2025
- Employees · unset to 2.0May 11, 2012 to Jul 31, 2025
- Financial planning clients · 1-10 to 26-50May 11, 2012 to Jul 31, 2025
- HQ city · MANHATTAN BEACH to May 11, 2012 to Jul 31, 2025
- HQ state · CA to May 11, 2012 to Jul 31, 2025
- State-registered IARs · 0 to 1May 11, 2012 to Jul 31, 2025
- Other offices · unset to 0.0May 11, 2012 to Jul 31, 2025
- Discretionary RAUM · $41.0M to $120MMay 11, 2012 to Jul 31, 2025
- HNW RAUM · unset to 103139973.0May 11, 2012 to Jul 31, 2025
- Individual RAUM · unset to 8812097.0May 11, 2012 to Jul 31, 2025
- Non-discretionary RAUM · $6.4M to $0May 11, 2012 to Jul 31, 2025
- RAUM · $47.4M to $120MMay 11, 2012 to Jul 31, 2025
Signals
No event on the tape.
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
- 310-341-2890reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/gross-domestic-product-inc.reportedpublic record, Form ADV, Sep 17, 2026
- Website
- GDPINC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 310-341-2890reportedpublic record, Form ADV, Mar 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
- $139Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026