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
Precision Fiduciary Partners, LLC
Latest filing Jul 10, 2026
First filing on the tape Nov 8, 2013 · 42 filings
SEC status approved since Nov 18, 2013
RAUM
$24B
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$2.2B
derived; firm RAUM over IAPD count
Employees
17
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$24B as of Jul 10, 2026
Apr 25, 2014$315M then
HNW client RAUM$6.3M as of Jun 1, 2026
Mar 29, 2018$5.5M then
State-registered IARs (5.B.3)8 as of Jul 10, 2026
Apr 25, 20145 then
Employees (5.A)17 as of Jul 10, 2026
Apr 25, 20146 then
Private funds: no history
RAUM +16% over the last fiscal year+22% a year over threeIARs 7 to 8offices 0 to 1
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $2.2BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $5.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 98%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -18%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$20B84%
- State and municipal entities$3.3B14%
- Pooled investment vehicles$523M2.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 4,045reported
- Charitable clients
- n/areported
- Accounts
- 4,224reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.02 institutional_share=0.98 related_bd=true related_bank=true bd_reps=2.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alexis Juliana Miller | Austin, Tx | Mar 11, 2020 | 18 y | 0 |
| Christopher James ManorChartered Financial Consultant | Austin, Tx | Feb 24, 2025 | 10 y | 1 |
| Michael Joseph Schaeffer | Austin, Tx | Jun 10, 2025 | 38 y | 2 |
| Dominique Demetrius Washington | Austin, Tx | Nov 18, 2025 | 10 y | 0 |
| Ethan Naumann Blanchard | Austin, Tx | Nov 26, 2025 | 13 y | 0 |
| Alexander Israel BehmChartered Financial Analyst | Austin, Tx | Dec 9, 2025 | 13 y | 1 |
| Dominic Sanderson | Austin, Tx | Jan 20, 2026 | 12 y | 1 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 9.1% of current headcount2 left over 36 months
Left, latest
- Michael Scott Garberich to NestimateSep 22, 2025 · Other
- Wesley Alan Schevers to Alpha & OmegaDec 12, 2023 · Other
- Russell Byrom to Tri-Ad Capital Management I, LLCDec 14, 2022 · Other
- RenéE Bangs Mrosowski to Summit Group Retirement Planners, Inc.Jan 18, 2022 · Other
- Ben G Bates to Missionsquare RetirementJun 10, 2021 · Other
- Adrian Edward Ramirez to Swbc Investment Advisory Services LLCMay 17, 2021 · Other
- Michael Scott Garberich to Masterpiece Capital, LLCFeb 15, 2021 · Other
- Brett Olan Wheeler to Advisor Logistics, LLCJun 12, 2015 · Other
- Jon Michael Mclain to Leap Wealth ManagementOct 6, 2014 · Other
- Daniel Joseph Kibert to Tk^2 AdvisersMar 19, 2012 · Other
Joined, latest
- Dominic Sanderson from Rembrandt Financial Group LLCJan 20, 2026 · Other
- Alexander Israel Behm from Waddell & ReedDec 9, 2025 · Other
- Michael Joseph Schaeffer from Securities America Advisors, Inc.Jun 10, 2025 · Other
- Christopher James Manor from Masterpiece Capital, LLCFeb 24, 2025 · Other
- Russell Byrom from World Investment Advisors, LLCDec 10, 2021 · Other
- Michael Scott Garberich from Masterpiece Capital, LLCJul 27, 2021 · Other
- Michael Scott Garberich from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 28, 2018 · Other
- Ben G Bates from Nationwide Investment Advisors, LLCAug 22, 2018 · Other
- Adrian Edward Ramirez from Frost Investment Advisors, LLCSep 1, 2017 · Other
- Brett Olan Wheeler from Oakwell Private Wealth ManagementSep 3, 2014 · Other
- Jon Michael Mclain from Voya Financial Advisors, Inc.Apr 28, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Edward Chad Brown · Svp, Sales Strategycontrolsince 03/2020 · owns less than 5%
- Aaron Todd Kading · President & Chief Executive Officercontrolsince 02/2009 · owns less than 5%
- Coates Stuart Sorensen · Svp, Financecontrolsince 02/2022 · owns less than 5%
- Marie Dallas Villarreal · Svp, Operations & Ccocontrolsince 12/2021 · owns less than 5%
- Aaron Todd Kading · Managing Membercontrolsince 01/2009 · owns 50% to 75% of Leafhouse Financial Group, LLC
- Seth David Packard · Class C Membercontrolsince 05/2023 · owns 25% to 50% of Leafhouse Financial Group, LLC
Entity owners
- Leafhouse Financial Group, LLC · Managing Memberdirect · owns 75% or more
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 |
|---|---|---|---|---|---|
| Austin, Tx · principal | 11 | 8 | 1 | ||
| Chicago, Il | 4 | 4 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
6 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Jul 10, 2026bank affiliate (Item 7.A.6): no on the filing of 2026-06-01, yes on the filing of 2026-07-10peers: institutional managers, $20B and over (90)
- affiliate changedChange between filings · filing Jul 10, 2026broker-dealer affiliate (Item 7.A.1): no on the filing of 2026-06-01, yes on the filing of 2026-07-10peers: institutional managers, $20B and over (90)
- business activity changedChange between filings · filing Jul 10, 2026financial planning (Item 5.G.1): yes on the filing of 2026-06-01, no on the filing of 2026-07-10peers: institutional managers, $20B and over (90)
- business activity changedChange between filings · filing Jul 10, 2026pension consulting (Item 5.G.6): yes on the filing of 2026-06-01, no on the filing of 2026-07-10peers: institutional managers, $20B and over (90)
- business activity changedChange between filings · filing Jul 10, 2026selection of other advisers (Item 5.G.7): yes on the filing of 2026-06-01, no on the filing of 2026-07-10peers: institutional managers, $20B and over (90)
- compensation changedChange between filings · filing Jul 10, 2026hourly charges (Item 5.E.2): yes on the filing of 2026-06-01, no on the filing of 2026-07-10peers: institutional managers, $20B and over (90)
What changed
consecutive filings, newest first
- Accounts · 4,247 to 4,224Jun 1, 2026 to Jul 10, 2026
- Advisory activities · 7 to 3Jun 1, 2026 to Jul 10, 2026
- BD registered reps · 0 to 2Jun 1, 2026 to Jul 10, 2026
- Business name · LEAFHOUSE FINANCIAL ADVISORS, LLC to PRECISION FIDUCIARY PARTNERS, LLCJun 1, 2026 to Jul 10, 2026
- HNW clients · 2.0 to unsetJun 1, 2026 to Jul 10, 2026
- Individual clients · 21.0 to unsetJun 1, 2026 to Jul 10, 2026
- Employees · 30 to 17Jun 1, 2026 to Jul 10, 2026
- Legal name · LEAFHOUSE FINANCIAL ADVISORS, LLC to PRECISION FIDUCIARY PARTNERS, LLCJun 1, 2026 to Jul 10, 2026
- Discretionary RAUM · $21B to $21BJun 1, 2026 to Jul 10, 2026
- HNW RAUM · 6319010.0 to unsetJun 1, 2026 to Jul 10, 2026
- Individual RAUM · 7406945.0 to unsetJun 1, 2026 to Jul 10, 2026
- RAUM · $24B to $24BJun 1, 2026 to Jul 10, 2026
- Related adviser · false to trueJun 1, 2026 to Jul 10, 2026
- Related bank · false to trueJun 1, 2026 to Jul 10, 2026
- Related broker-dealer · false to trueJun 1, 2026 to Jul 10, 2026
- Pension plan clients · 29 to 4,045Mar 26, 2026 to Jun 1, 2026
- Accounts · 3,859 to 4,247Nov 6, 2025 to Mar 26, 2026
- Advisory employees · 7 to 8Nov 6, 2025 to Mar 26, 2026
- Charity clients · 0.0 to unsetNov 6, 2025 to Mar 26, 2026
- Corporate clients · 0.0 to unsetNov 6, 2025 to Mar 26, 2026
- HNW clients · 3 to 2Nov 6, 2025 to Mar 26, 2026
- Individual clients · 25 to 21Nov 6, 2025 to Mar 26, 2026
- Pooled vehicle clients · 63 to 70Nov 6, 2025 to Mar 26, 2026
- Employees · 27 to 30Nov 6, 2025 to Mar 26, 2026
- State-registered IARs · 7 to 8Nov 6, 2025 to Mar 26, 2026
- Discretionary RAUM · $17B to $21BNov 6, 2025 to Mar 26, 2026
- HNW RAUM · $11.4M to $6.3MNov 6, 2025 to Mar 26, 2026
- Individual RAUM · $7.2M to $7.4MNov 6, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $3.7B to $2.9BNov 6, 2025 to Mar 26, 2026
- Pension RAUM · $17B to $20BNov 6, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $532M to $523MNov 6, 2025 to Mar 26, 2026
- RAUM · $21B to $24BNov 6, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 0Jul 7, 2025 to Nov 6, 2025
- Other offices · 0 to 1Jul 7, 2025 to Nov 6, 2025
- Accounts · 3,243 to 3,859Dec 3, 2024 to Mar 31, 2025
- Advisory employees · 8 to 7Dec 3, 2024 to Mar 31, 2025
- HNW clients · 25 to 3Dec 3, 2024 to Mar 31, 2025
- Individual clients · 4 to 25Dec 3, 2024 to Mar 31, 2025
- Pension plan clients · 3,043 to 29Dec 3, 2024 to Mar 31, 2025
- Pooled vehicle clients · 40 to 63Dec 3, 2024 to Mar 31, 2025
Signals
14 dated events
- Michael Scott Garberich left Precision Fiduciary Partners, Llc for Nestimate (registered 2026-04-22)Sep 22, 2025 · Advisor changed firm · fact
- Wesley Alan Schevers left Precision Fiduciary Partners, Llc for Alpha & Omega (registered 2026-01-01)Dec 12, 2023 · Advisor changed firm · fact
- Seth David Packard (Class C Member) appeared on Schedule A of Precision Fiduciary Partners, LlcJun 1, 2023 · Control person joined · fact
- Maverick Neal Weaver (Managing Member) no longer on Schedule A of Precision Fiduciary Partners, Llc (listed 2023-03-29, absent 2023-06-01)Jun 1, 2023 · Control person left · inference
- Russell Byrom left Precision Fiduciary Partners, Llc for Tri-Ad Capital Management I, Llc (registered 2023-09-15)Dec 14, 2022 · Advisor changed firm · fact
- Coates Stuart Sorensen (Chief Financial Officer) appeared on Schedule A of Precision Fiduciary Partners, LlcMar 28, 2022 · Control person joined · fact
- Renée Bangs Mrosowski left Precision Fiduciary Partners, Llc for Summit Group Retirement Planners, Inc. (registered 2024-01-12)Jan 18, 2022 · Advisor changed firm · fact
- Elyse Marley Mcburney (Chief Compliance Officer) no longer on Schedule A of Precision Fiduciary Partners, Llc (listed 2021-03-17, absent 2022-01-07)Jan 7, 2022 · Control person left · inference
- Marie Dallas Villarreal (Chief Compliance Officer) appeared on Schedule A of Precision Fiduciary Partners, LlcJan 7, 2022 · Control person joined · fact
- Precision Fiduciary Partners, Llc reported RAUM $12.9B, up 35% from $9.6B (2020-06-25 to 2021-03-17)Mar 17, 2021 · RAUM change · derived
- Edward Chad Brown (Chief Operating Officer) appeared on Schedule A of Precision Fiduciary Partners, LlcMar 17, 2021 · Control person joined · fact
- Precision Fiduciary Partners, Llc reported RAUM $8.4B, up 67% from $5.0B (2019-03-29 to 2019-10-17)Oct 17, 2019 · RAUM change · derived
- Precision Fiduciary Partners, Llc reported RAUM $5.0B, up 50% from $3.3B (2018-09-17 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Leafhouse Financial Advisors, Llc filed its initial SEC registration (Form ADV)Nov 8, 2013 · 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
- mesirow.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (512) 879-1505reportedpublic record, Form ADV, Jul 10, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026