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

Blacksummit Financial Group, Inc.

Former SEC-registered adviserCRD 153886SEC 801-78895IAPD
Latest filing Nov 9, 2015
First filing on the tape Nov 27, 2013 · 9 filings
RAUM
$40.0M
reported, Item 5.F
Discretionary
13%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$40.0M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$96.6M as of Mar 24, 2015
Mar 6, 2014$105M then
HNW client RAUM: no history
State-registered IARs (5.B.3)5 as of Mar 24, 2015
Mar 6, 20142 then
Employees (5.A)5 as of Mar 24, 2015
Mar 6, 20144 then
Private funds: no history
RAUM -62% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Nov 9, 2015; every figure names its basis
RAUM per advisor
$40.0MderivedRAUM 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
$1.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
13%derivedof RAUM
Institutional
0.0%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
-7.9%derivedbetween the last two annual amendments
Advisor growth, one year
+150%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 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)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
21reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourly, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
John Evriviadia CharalambakisNicholasville, KyAug 19, 202416 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
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Evriviadia John Charalambakis · Owner And Chief Compliance Officercontrol
    since 08/2013 · 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
  • Assets in custody · unset to 1280000.0
    Aug 28, 2015 to Nov 9, 2015
  • Succession · true to false
    Jul 31, 2015 to Aug 28, 2015
  • Accounts · 244 to 21
    Jul 1, 2015 to Jul 31, 2015
  • Advisory employees · 4 to 2
    Jul 1, 2015 to Jul 31, 2015
  • Employees · 5 to 2
    Jul 1, 2015 to Jul 31, 2015
  • HQ city · RIDGELAND to unset
    Jul 1, 2015 to Jul 31, 2015
  • HQ state · MS to unset
    Jul 1, 2015 to Jul 31, 2015
  • State-registered IARs · 5 to 2
    Jul 1, 2015 to Jul 31, 2015
  • Discretionary RAUM · $33.8M to $5.0M
    Jul 1, 2015 to Jul 31, 2015
  • Non-discretionary RAUM · $62.8M to $35.0M
    Jul 1, 2015 to Jul 31, 2015
  • RAUM · $96.6M to $40.0M
    Jul 1, 2015 to Jul 31, 2015
  • Succession · false to true
    Jul 1, 2015 to Jul 31, 2015
  • Accounts · 228 to 244
    Jun 30, 2014 to Mar 24, 2015
  • Employees · 4 to 5
    Jun 30, 2014 to Mar 24, 2015
  • Financial planning clients · 0 to 1-10
    Jun 30, 2014 to Mar 24, 2015
  • State-registered IARs · 2 to 5
    Jun 30, 2014 to Mar 24, 2015
  • Discretionary RAUM · $41.8M to $33.8M
    Jun 30, 2014 to Mar 24, 2015
  • Non-discretionary RAUM · $63.1M to $62.8M
    Jun 30, 2014 to Mar 24, 2015
  • RAUM · $105M to $96.6M
    Jun 30, 2014 to Mar 24, 2015
  • State-registered IARs · 4 to 2
    Jan 2, 2014 to Mar 6, 2014
Signals
2 dated events
  • Blacksummit Financial Group, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Jul 31, 2015 · Succession (Item 4) · fact
  • Blacksummit Financial Group, Inc. filed its initial SEC registration (Form ADV)
    Nov 27, 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
Firm profile
linkedin.com/company/blacksummit-financial-group/aboutreportedpublic record, Form ADV, Sep 17, 2026
Website
blacksummitfg.comreportedpublic record, Form ADV, Sep 17, 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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
$40.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026