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.
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SEC-registered adviser
C••••• D••• • D• V••••••• W••••• M••••••••• L••
Latest filing Apr 17, 2026
First filing on the tape Jan 21, 2022 · 16 filings
SEC status approved since Feb 18, 2022
RAUM
$90.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$85.8M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$22.6M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$90.3M as of Apr 17, 2026
Mar 9, 2023$90.0M then
HNW client RAUM$54.2M as of Apr 17, 2026
Mar 9, 2023$44.7M then
State-registered IARs (5.B.3)4 as of Apr 17, 2026
Mar 9, 20234 then
Employees (5.A)4 as of Apr 17, 2026
Mar 9, 20234 then
Private funds: no history
RAUM -28% over the last fiscal year+0.1% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Apr 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $22.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $133,814derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -35%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Custody
- $90.3M, 675 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
- 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)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$54.2M60%
- Individuals$31.6M35%
- Other investment advisers$4.5M5.0%
- Individual clients
- 109reported
- HNW clients
- 29reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 675reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $90.3M for 675 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.95 fund_share=0.05 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• D•••• D••••••••• | Gainesville, Fl | Sep 22, 2010 | 20 y | 3 |
| L••• A•• C••••• | Gainesville, Fl | Sep 22, 2010 | 19 y | 2 |
| G•••••••• E•••••• D••• | Gainesville, Fl | Dec 3, 2010 | 21 y | 3 |
| T•••• D•••• C•••••Certified Financial Planner | Gainesville, Fl | Jan 22, 2018 | 10 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
none on the tape
Joined, latest
- T•••• D•••• C••••• from E•••• • Y•••• I••••••••• A••••••• L••Jan 22, 2018 · Other
- G•••••••• E•••••• D••• from S••••• F•••••••• G•••• I••Dec 3, 2010 · Other
- J•••• D•••• D••••••••• from S••••• F•••••••• G•••• I••Sep 22, 2010 · Other
- L••• A•• C••••• from S••••• F•••••••• G•••• I••Sep 22, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• L•••• A•• · Managing Membercontrolsince 06/2010 · owns 25% to 50%
- D•••• G••••••••• E•••••• · Managing Membercontrolsince 06/2010 · owns 25% to 50%
- D••••••••• J••••• D• · Managing Member/Chief Compliance Officercontrolsince 06/2010 · owns 25% to 50%
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 |
|---|---|---|---|---|---|
| Gainesville, Fl · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Tampa, FL1 employees
What changed
consecutive filings, newest first
- Accounts · 713 to 675Aug 26, 2025 to Mar 9, 2026
- HNW clients · 32 to 29Aug 26, 2025 to Mar 9, 2026
- Individual clients · 181 to 109Aug 26, 2025 to Mar 9, 2026
- Assets in custody · $125M to $90.3MAug 26, 2025 to Mar 9, 2026
- Discretionary RAUM · $125M to $90.3MAug 26, 2025 to Mar 9, 2026
- HNW RAUM · $72.1M to $54.2MAug 26, 2025 to Mar 9, 2026
- Individual RAUM · $48.0M to $31.6MAug 26, 2025 to Mar 9, 2026
- RAUM · $125M to $90.3MAug 26, 2025 to Mar 9, 2026
- Financial planning clients · 101-250 to 101-250Mar 27, 2025 to Jun 10, 2025
- Accounts · 806 to 713Apr 19, 2024 to Feb 19, 2025
- HNW clients · 25 to 32Apr 19, 2024 to Feb 19, 2025
- Individual clients · 188 to 181Apr 19, 2024 to Feb 19, 2025
- Assets in custody · $87.5M to $125MApr 19, 2024 to Feb 19, 2025
- Discretionary RAUM · $100M to $125MApr 19, 2024 to Feb 19, 2025
- HNW RAUM · $53.0M to $72.1MApr 19, 2024 to Feb 19, 2025
- Individual RAUM · $47.0M to $48.0MApr 19, 2024 to Feb 19, 2025
- RAUM · $100M to $125MApr 19, 2024 to Feb 19, 2025
- Accounts · 794 to 806Feb 19, 2024 to Apr 19, 2024
- HNW clients · 21 to 25Feb 19, 2024 to Apr 19, 2024
- Individual clients · 147 to 188Feb 19, 2024 to Apr 19, 2024
- Discretionary RAUM · $87.5M to $100MFeb 19, 2024 to Apr 19, 2024
- HNW RAUM · $41.8M to $53.0MFeb 19, 2024 to Apr 19, 2024
- Individual RAUM · $42.1M to $47.0MFeb 19, 2024 to Apr 19, 2024
- RAUM · $87.5M to $100MFeb 19, 2024 to Apr 19, 2024
- Accounts · 678 to 794Oct 3, 2023 to Feb 19, 2024
- HNW clients · 22 to 21Oct 3, 2023 to Feb 19, 2024
- Individual clients · 136 to 147Oct 3, 2023 to Feb 19, 2024
- Assets in custody · $90.0M to $87.5MOct 3, 2023 to Feb 19, 2024
- Discretionary RAUM · $90.0M to $87.5MOct 3, 2023 to Feb 19, 2024
- HNW RAUM · $44.7M to $41.8MOct 3, 2023 to Feb 19, 2024
- Individual RAUM · $38.4M to $42.1MOct 3, 2023 to Feb 19, 2024
- RAUM · $90.0M to $87.5MOct 3, 2023 to Feb 19, 2024
- Accounts · 169 to 678Dec 14, 2022 to Mar 9, 2023
- HNW clients · 26 to 22Dec 14, 2022 to Mar 9, 2023
- Individual clients · 143 to 136Dec 14, 2022 to Mar 9, 2023
- Assets in custody · $124M to $90.0MDec 14, 2022 to Mar 9, 2023
- Discretionary RAUM · $89.4M to $90.0MDec 14, 2022 to Mar 9, 2023
- HNW RAUM · $49.0M to $44.7MDec 14, 2022 to Mar 9, 2023
- Individual RAUM · $36.0M to $38.4MDec 14, 2022 to Mar 9, 2023
- RAUM · $89.4M to $90.0MDec 14, 2022 to Mar 9, 2023
Signals
1 dated events
- C••••• D••• • D• V••••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jan 21, 2022 · 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/chacon-diaz-di-virgilioreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.c••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 888-392-8007reportedpublic record, Form ADV, Apr 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $22.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026