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

Redblack Advisers, Inc.

Asset manager (funds and pooled vehicles)Oradell, New JerseyCRD 151692SEC 801-70734IAPD
Latest filing Mar 30, 2026
First filing on the tape Mar 21, 2012 · 36 filings
SEC status approved since Oct 30, 2009
RAUM
$824M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$275M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$824M as of Mar 30, 2026
Mar 31, 2022$103M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)3 as of Mar 30, 2026
Mar 21, 20120 then
Employees (5.A)7 as of Mar 30, 2026
Mar 6, 20135 then
Private funds: no history
RAUM +564% over the last fiscal year+123% a year over threeIARs 3 to 3offices 1 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
RAUM per advisor
$275MderivedRAUM 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
$260,729derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.3derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+564%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
Custody
$824M, 20 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)
  • 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
  • Other investment advisers$824M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3,159reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$824M for 20 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Robert William KeelerOradell, NjNov 30, 202124 y1
Daniel Scott CohenChartered Financial AnalystOradell, NjAug 4, 202214 y2
Vincent ArscottChartered Financial AnalystOradell, NjOct 17, 202411 y1
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
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Kevork Kevin Babikian · Vice President And Secretarycontrol
      since 07/2019 · owns less than 5%
    • Kristine Devin Hummel · Chief Compliance Officercontrol
      since 10/2023 · owns less than 5%
    • William Robert Keeler · Director, Head Of Tradingcontrol
      since 05/2022 · owns less than 5%
    • P Bryan Perryman · President And Ceocontrol
      since 02/2020 · owns less than 5%
    • A Denis Pichanick · Head Of Financecontrol
      since 01/2022 · owns less than 5%
    • Harris Robert Rigsby · Head Of Legal Corporate And Alternativescontrol
      since 01/2016 · owns less than 5%
    Entity owners
    • Invesco Group Services, Inc. · Sole Shareholder
      direct · owns 75% or more
    • Invesco Holding Company (US), Inc. · Sole Shareholder
      indirect · owns 75% or more of Oppenheimer Acquisition Corp. (Gatc)
    • Invesco Holding Company Limited · Sole Shareholder
      indirect · owns 75% or more of Invesco Holding Company (US), Inc.
    • Invesco Ltd. · Sole Shareholder
      indirect · owns 75% or more of Invesco Holding Company Limited · public reporting company
    • Oppenheimer Acquisition Corp. (Gatc) · Sole Shareholder
      indirect · owns 75% or more of Oppenheimerfunds, Inc. (US)
    • Oppenheimerfunds, Inc. (US) · Sole Shareholder
      indirect · owns 75% or more of Invesco Group Services, Inc.
    Related persons
    Schedule D 7.A
    Advisers that list Redblack Advisers, Inc. as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Oradell, Nj · principal300
    Offices
    Schedule D 1.F, the 25 largest
    • Oradell, NJ2 employees
    ADV anomalies
    2 against comparable advisers; where to look, not conclusions
    • account count surgeChange between filings · filing Mar 30, 2026
      accounts (Item 5.F.2.f) moved from 548.0 to 3,159.0 (+476.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +6.0% (11 comparable advisers, 100.0th percentile of changes)
      peers: asset managers, $500M to $1B (11) · 100% percentile
    • RAUM up 50 %Change between filings · filing Mar 30, 2026
      RAUM (Item 5.F) moved from $124,011,466 to $823,643,692 (+564.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +8.0% (673 comparable advisers, 100.0th percentile of changes)
      peers: asset managers, $500M to $1B (673) · 100% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 548 to 3,159
      Dec 23, 2025 to Mar 30, 2026
    • Assets in custody · $124M to $824M
      Dec 23, 2025 to Mar 30, 2026
    • Employees · 6 to 7
      Dec 23, 2025 to Mar 30, 2026
    • Discretionary RAUM · $124M to $824M
      Dec 23, 2025 to Mar 30, 2026
    • RAUM · $124M to $824M
      Dec 23, 2025 to Mar 30, 2026
    • HQ city · ATLANTA to ORADELL
      Oct 7, 2025 to Dec 23, 2025
    • HQ state · GA to NJ
      Oct 7, 2025 to Dec 23, 2025
    • Other offices · 1 to 0
      Oct 7, 2025 to Dec 23, 2025
    • Related adviser · true to false
      Oct 7, 2025 to Dec 23, 2025
    • Related bank · true to false
      Oct 7, 2025 to Dec 23, 2025
    • Related broker-dealer · true to false
      Oct 7, 2025 to Dec 23, 2025
    • Business name · INTELLIFLO ADVISERS, INC. to REDBLACK ADVISERS, INC.
      Mar 31, 2025 to Oct 7, 2025
    • Financial planning clients · 0 to 0
      Mar 31, 2025 to Oct 7, 2025
    • Legal name · INTELLIFLO ADVISERS, INC. to REDBLACK ADVISERS, INC.
      Mar 31, 2025 to Oct 7, 2025
    • Accounts · 513 to 548
      Mar 28, 2024 to Mar 31, 2025
    • Advisory employees · 2 to 3
      Mar 28, 2024 to Mar 31, 2025
    • Assets in custody · $90.7M to $124M
      Mar 28, 2024 to Mar 31, 2025
    • Employees · 5 to 6
      Mar 28, 2024 to Mar 31, 2025
    • Financial planning clients · unset to 0
      Mar 28, 2024 to Mar 31, 2025
    • State-registered IARs · 2 to 3
      Mar 28, 2024 to Mar 31, 2025
    • Discretionary RAUM · $90.7M to $124M
      Mar 28, 2024 to Mar 31, 2025
    • RAUM · $90.7M to $124M
      Mar 28, 2024 to Mar 31, 2025
    • Accounts · 443 to 513
      Oct 2, 2023 to Mar 28, 2024
    • Assets in custody · $74.6M to $90.7M
      Oct 2, 2023 to Mar 28, 2024
    • Employees · 4 to 5
      Oct 2, 2023 to Mar 28, 2024
    • Financial planning clients · 1-10 to unset
      Oct 2, 2023 to Mar 28, 2024
    • Discretionary RAUM · $74.6M to $90.7M
      Oct 2, 2023 to Mar 28, 2024
    • RAUM · $74.6M to $90.7M
      Oct 2, 2023 to Mar 28, 2024
    • Accounts · 484 to 443
      Sep 29, 2022 to Mar 31, 2023
    • Assets in custody · $103M to $74.6M
      Sep 29, 2022 to Mar 31, 2023
    • Employees · 6 to 4
      Sep 29, 2022 to Mar 31, 2023
    • Discretionary RAUM · $103M to $74.6M
      Sep 29, 2022 to Mar 31, 2023
    • RAUM · $103M to $74.6M
      Sep 29, 2022 to Mar 31, 2023
    • Accounts · unset to 484.0
      Nov 5, 2021 to Mar 31, 2022
    • Advisory activities · 1 to 4
      Nov 5, 2021 to Mar 31, 2022
    • Assets in custody · unset to 103340789.0
      Nov 5, 2021 to Mar 31, 2022
    • Custody of client assets · false to true
      Nov 5, 2021 to Mar 31, 2022
    • Employees · 4 to 6
      Nov 5, 2021 to Mar 31, 2022
    • Financial planning clients · unset to 1-10
      Nov 5, 2021 to Mar 31, 2022
    • Discretionary RAUM · unset to 103340789.0
      Nov 5, 2021 to Mar 31, 2022
    Signals
    27 dated events
    • Redblack Advisers, Inc. reported RAUM $823.6M, up 564% from $124.0M (2025-12-23 to 2026-03-30)
      Mar 30, 2026 · RAUM change · derived
    • Marie Donna White (Chief Compliance Officer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2023-03-31, absent 2023-10-02)
      Oct 2, 2023 · Control person left · inference
    • Kristine Devin Hummel (Chief Compliance Officer) appeared on Schedule A of Redblack Advisers, Inc.
      Oct 2, 2023 · Control person joined · fact
    • Jurie Clifford Schoeman (Director) no longer on Schedule A of Redblack Advisers, Inc. (listed 2022-03-31, absent 2022-05-09)
      May 9, 2022 · Control person left · inference
    • William Robert Keeler (Head Of Trading) appeared on Schedule A of Redblack Advisers, Inc.
      Mar 31, 2022 · Control person joined · fact
    • A Denis Pichanick (Head Of Finance) appeared on Schedule A of Redblack Advisers, Inc.
      Mar 31, 2022 · Control person joined · fact
    • Harris Robert Rigsby (Head Of Legal Corporate And Alternatives) appeared on Schedule A of Redblack Advisers, Inc.
      Mar 31, 2022 · Control person joined · fact
    • Colin Meadows (Director) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-11-05, absent 2022-03-31)
      Mar 31, 2022 · Control person left · inference
    • Eileen Suzanne Christensen (Treasurer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-11-05, absent 2022-03-31)
      Mar 31, 2022 · Control person left · inference
    • Janecka Annette Lege (Cao & Global Head Of Financial Operations) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-11-05, absent 2022-03-31)
      Mar 31, 2022 · Control person left · inference
    • Allison Laura Dukes (Smd And Chief Financial Officer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-11-05, absent 2022-03-31)
      Mar 31, 2022 · Control person left · inference
    • Esteban Emilie Sumera (Head Of U.S. Business Operations - Digital Wealth) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-06-30, absent 2021-11-05)
      Nov 5, 2021 · Control person left · inference
    • Melanie Ringold (Assistant Secretary) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-03-01, absent 2021-06-04)
      Jun 4, 2021 · Control person left · inference
    • Gerard Jeffrey Callahan (Assistant Secretary) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-03-01, absent 2021-06-04)
      Jun 4, 2021 · Control person left · inference
    • William Kevin Oldham (Assistant Treasurer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-03-01, absent 2021-06-04)
      Jun 4, 2021 · Control person left · inference
    • Harris Robert Rigsby (Vice President And Assistant Secretary) no longer on Schedule A of Redblack Advisers, Inc. (listed 2021-03-01, absent 2021-06-04)
      Jun 4, 2021 · Control person left · inference
    • Jurie Clifford Schoeman (Director) appeared on Schedule A of Redblack Advisers, Inc.
      Jun 4, 2021 · Control person joined · fact
    • Kevork Kevin Babikian (Vice President And Secretary) appeared on Schedule A of Redblack Advisers, Inc.
      Sep 18, 2020 · Control person joined · fact
    • Janecka Annette Lege (Cao & Global Head Of Financial Operations) appeared on Schedule A of Redblack Advisers, Inc.
      Sep 18, 2020 · Control person joined · fact
    • Allison Laura Dukes (Smd And Chief Financial Officer) appeared on Schedule A of Redblack Advisers, Inc.
      Sep 18, 2020 · Control person joined · fact
    • Paul Simon Roy (President And Ceo) no longer on Schedule A of Redblack Advisers, Inc. (listed 2020-03-30, absent 2020-09-18)
      Sep 18, 2020 · Control person left · inference
    • Howard Jeffrey Kupor (Vice President And Secretary) no longer on Schedule A of Redblack Advisers, Inc. (listed 2020-03-30, absent 2020-09-18)
      Sep 18, 2020 · Control person left · inference
    • Michael Loren Starr (Director/Chief Financial Officer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2020-03-30, absent 2020-09-18)
      Sep 18, 2020 · Control person left · inference
    • Esteban Emilie Sumera (Head Of U.S. Business Operations - Digital Wealth) appeared on Schedule A of Redblack Advisers, Inc.
      Mar 30, 2020 · Control person joined · fact
    • P Bryan Perryman (Chief Operating Officer) appeared on Schedule A of Redblack Advisers, Inc.
      Dec 19, 2019 · Control person joined · fact
    • Edward Brian Perryman (Chief Operating Officer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2019-07-30, absent 2019-12-19)
      Dec 19, 2019 · Control person left · inference
    • Matthew David Hill (Chief Compliance Officer) no longer on Schedule A of Redblack Advisers, Inc. (listed 2019-06-21, absent 2019-07-30)
      Jul 30, 2019 · Control person left · inference
    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
    Principal office phone
    800-607-3340reportedpublic record, Form ADV, Mar 30, 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
    Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
    RAUM per advisor
    $275Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026