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
Cordant Wealth Partners
Legal name Cordant, Inc.
Latest filing Mar 30, 2026
First filing on the tape Mar 24, 2012 · 39 filings
SEC status approved since Jan 4, 2010
RAUM
$371M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
100%
$371M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$371M as of Mar 30, 2026
Mar 24, 2012$90.2M then
HNW client RAUM$362M as of Mar 30, 2026
Mar 14, 2018$179M then
State-registered IARs (5.B.3)6 as of Mar 30, 2026
Mar 24, 20120 then
Employees (5.A)8 as of Mar 30, 2026
Mar 26, 20136 then
Private funds: no history
RAUM +23% over the last fiscal year+15% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $61.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $370,873derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Custody
- $108M, 132 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$362M98%
- Individuals$8.8M2.4%
- Individual clients
- 38reported
- HNW clients
- 126reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 999reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $108M for 132 clientsreported
- 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
6 left, 0 joined in 12 months
net -6 in 12 months6 left in 90 days0 joined in 90 days7 left over 36 months
Left, latest
- Durham Olin Sundberg to Cerity Partners LLCJul 17, 2026 · RIA to RIA
- Samuel Slusser to Cerity Partners LLCJul 17, 2026 · RIA to RIA
- Isaac Eugene Presley to Cerity Partners LLCJul 17, 2026 · RIA to RIA
- Brenda Kay Mccombs to Cerity Partners LLCJul 17, 2026 · RIA to RIA
- Scott Elliott Gerlach to Cerity Partners LLCJul 17, 2026 · RIA to RIA
- Shannon Garrick Brandon Rozairo to Cerity Partners LLCJul 17, 2026 · RIA to RIA
- Scott Michael Malbasa to Empirical Wealth ManagementOct 12, 2023 · RIA to RIA
- Daniel Jacob Frankel to WealthcollabJun 2, 2015 · Other
- Dawn Marie Page to Convergent Wealth Advisors, LLCAug 7, 2013 · Other
Joined, latest
- Scott Elliott Gerlach from B|O|SApr 7, 2015 · Other
- Brenda Kay Mccombs from Morgan StanleySep 14, 2010 · Other
- Dawn Marie Page from Morgan StanleyMar 1, 2010 · Other
- Daniel Jacob Frankel from Morgan StanleyFeb 26, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 6 left for Cerity Partners LLCJul 17, 2026 · Portland, Or · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul William Anfuso · Founder And Shareholdercontrolsince 02/2010 · owns 25% to 50%
- Kay Brenda Mccombs · Chief Compliance Officer, Shareholdercontrolsince 09/2010 · owns less than 5%
- Eugene Isaac Presley · Ceo, President And Director Of Investments, Shareholdercontrolsince 01/2017 · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Portland, Or · principal | 0 | 0 | 6 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 978 to 999Dec 8, 2025 to Mar 30, 2026
- Advisory employees · 6 to 5Dec 8, 2025 to Mar 30, 2026
- HNW clients · 120 to 126Dec 8, 2025 to Mar 30, 2026
- Individual clients · 30 to 38Dec 8, 2025 to Mar 30, 2026
- Assets in custody · $48.8M to $108MDec 8, 2025 to Mar 30, 2026
- Employees · 9 to 8Dec 8, 2025 to Mar 30, 2026
- State-registered IARs · 5 to 6Dec 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $330M to $365MDec 8, 2025 to Mar 30, 2026
- HNW RAUM · $331M to $362MDec 8, 2025 to Mar 30, 2026
- Individual RAUM · $6.6M to $8.8MDec 8, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $8.1M to $5.7MDec 8, 2025 to Mar 30, 2026
- RAUM · $338M to $371MDec 8, 2025 to Mar 30, 2026
- Accounts · 974 to 978Mar 30, 2025 to Sep 10, 2025
- Advisory employees · 4 to 6Mar 30, 2025 to Sep 10, 2025
- Employees · 7 to 9Mar 30, 2025 to Sep 10, 2025
- Discretionary RAUM · $296M to $330MMar 30, 2025 to Sep 10, 2025
- HNW RAUM · $295M to $331MMar 30, 2025 to Sep 10, 2025
- Non-discretionary RAUM · $5.8M to $8.1MMar 30, 2025 to Sep 10, 2025
- RAUM · $302M to $338MMar 30, 2025 to Sep 10, 2025
- Accounts · 937 to 974May 15, 2024 to Mar 30, 2025
- HNW clients · 112 to 120May 15, 2024 to Mar 30, 2025
- Individual clients · 18 to 30May 15, 2024 to Mar 30, 2025
- Assets in custody · $46.4M to $48.8MMay 15, 2024 to Mar 30, 2025
- Financial planning clients · 101-250 to 101-250May 15, 2024 to Mar 30, 2025
- Discretionary RAUM · $267M to $296MMay 15, 2024 to Mar 30, 2025
- HNW RAUM · $264M to $295MMay 15, 2024 to Mar 30, 2025
- Individual RAUM · $8.0M to $6.6MMay 15, 2024 to Mar 30, 2025
- Non-discretionary RAUM · $5.6M to $5.8MMay 15, 2024 to Mar 30, 2025
- RAUM · $272M to $302MMay 15, 2024 to Mar 30, 2025
- Advisory employees · 5 to 4Feb 8, 2024 to Mar 15, 2024
- Accounts · 882 to 937Oct 18, 2023 to Feb 8, 2024
- HNW clients · 106 to 112Oct 18, 2023 to Feb 8, 2024
- Individual clients · 20 to 18Oct 18, 2023 to Feb 8, 2024
- Assets in custody · $52.1M to $46.4MOct 18, 2023 to Feb 8, 2024
- Discretionary RAUM · $238M to $267MOct 18, 2023 to Feb 8, 2024
- HNW RAUM · $237M to $264MOct 18, 2023 to Feb 8, 2024
- Individual RAUM · $6.0M to $8.0MOct 18, 2023 to Feb 8, 2024
- Non-discretionary RAUM · $5.2M to $5.6MOct 18, 2023 to Feb 8, 2024
- RAUM · $243M to $272MOct 18, 2023 to Feb 8, 2024
- Business name · CORDANT, INC. to CORDANT WEALTH PARTNERSSep 6, 2023 to Oct 18, 2023
Signals
9 dated events
- Cordant Wealth Partners no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $370.5M)Sep 1, 2026 · Left the SEC roster · derived
- Samuel Slusser left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 2026 · Advisor changed firm · fact
- Brenda Kay Mccombs left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 2026 · Advisor changed firm · fact
- Shannon Garrick Brandon Rozairo left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 2026 · Advisor changed firm · fact
- Scott Elliott Gerlach left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 2026 · Advisor changed firm · fact
- Durham Olin Sundberg left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 2026 · Advisor changed firm · fact
- Isaac Eugene Presley left Cordant Wealth Partners for Cerity Partners Llc (registered 2026-07-01)Jul 17, 2026 · Advisor changed firm · fact
- Cordant Wealth Partners's advisors moved to Cerity Partners LLC (Portland, OR): 6 of 6 registered, on the same dayJul 17, 2026 · Firm absorbed (people side) · derived
- Scott Michael Malbasa left Cordant Wealth Partners for Empirical Wealth Management (registered 2023-11-20)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.
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