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

Fa Advisor Network, LLC.

Former SEC-registered adviserDallas, TexasCRD 154304SEC 801-71642IAPD
Latest filing Apr 24, 2014
First filing on the tape Nov 28, 2011 · 14 filings
RAUM
$1.5M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.5M as of Mar 31, 2014
Mar 27, 2012$12.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 31, 2014
Mar 27, 20120 then
Employees (5.A)1 as of Mar 31, 2014
Mar 27, 20131 then
Private funds: no history
RAUM -45% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Apr 24, 2014; every figure names its basis
RAUM per advisor
$1.5MderivedRAUM 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
$300,000derivedRAUM 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
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-45%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 assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, otherreportedItem 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
  • 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)
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
5reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
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
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Edward John Labunski · Ccocontrol
    since 04/2014 · owns less than 5%
  • Edward John Labunski · Ccocontrol
    since 04/2014 · owns 75% or more of Lincoln Wealth Strategies, LLC.
Entity owners
  • Lincoln Wealth Strategies, LLC. · Owner
    direct · 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
  • HQ city · ROCKLEDGE to DALLAS
    Mar 31, 2014 to Apr 24, 2014
  • HQ state · FL to TX
    Mar 31, 2014 to Apr 24, 2014
  • Related adviser · true to false
    Mar 31, 2014 to Apr 24, 2014
  • Accounts · 20 to 5
    Feb 25, 2014 to Mar 31, 2014
  • Financial planning clients · 1-10 to 0
    Feb 25, 2014 to Mar 31, 2014
  • Business name · RENOWN WEALTH ADVISORS, LLC to FA ADVISOR NETWORK, LLC.
    Oct 2, 2013 to Oct 22, 2013
  • Legal name · RENOWN WEALTH ADVISORS, LLC to FA ADVISOR NETWORK, LLC.
    Oct 2, 2013 to Oct 22, 2013
  • Accounts · 30 to 20
    Mar 27, 2013 to Oct 2, 2013
  • HQ city · GRAPEVINE to ROCKLEDGE
    Mar 27, 2013 to Oct 2, 2013
  • HQ state · TX to FL
    Mar 27, 2013 to Oct 2, 2013
  • Non-discretionary RAUM · $1.3M to $0
    Mar 27, 2013 to Oct 2, 2013
  • RAUM · $2.8M to $1.5M
    Mar 27, 2013 to Oct 2, 2013
  • Accounts · 90 to 30
    Jan 17, 2013 to Mar 27, 2013
  • Discretionary RAUM · $4.0M to $1.5M
    Jan 17, 2013 to Mar 27, 2013
  • Non-discretionary RAUM · $1.0M to $1.3M
    Jan 17, 2013 to Mar 27, 2013
  • RAUM · $5.0M to $2.8M
    Jan 17, 2013 to Mar 27, 2013
  • Related adviser · false to true
    Jan 17, 2013 to Mar 27, 2013
  • Accounts · 115 to 90
    Apr 25, 2012 to Jan 17, 2013
  • Advisory employees · unset to 1.0
    Apr 25, 2012 to Jan 17, 2013
  • Employees · unset to 1.0
    Apr 25, 2012 to Jan 17, 2013
  • State-registered IARs · 0 to 1
    Apr 25, 2012 to Jan 17, 2013
  • Discretionary RAUM · $9.0M to $4.0M
    Apr 25, 2012 to Jan 17, 2013
  • Non-discretionary RAUM · $3.0M to $1.0M
    Apr 25, 2012 to Jan 17, 2013
  • RAUM · $12.0M to $5.0M
    Apr 25, 2012 to Jan 17, 2013
  • Accounts · 165 to 115
    Dec 9, 2011 to Mar 27, 2012
  • Insurance-licensed employees · unset to 0.0
    Dec 9, 2011 to Mar 27, 2012
  • Financial planning clients · 0 to 1-10
    Dec 9, 2011 to Mar 27, 2012
  • HQ city · TEMPLE to GRAPEVINE
    Dec 9, 2011 to Mar 27, 2012
  • Discretionary RAUM · $9.5M to $9.0M
    Dec 9, 2011 to Mar 27, 2012
  • Non-discretionary RAUM · $1.0M to $3.0M
    Dec 9, 2011 to Mar 27, 2012
  • RAUM · $10.5M to $12.0M
    Dec 9, 2011 to Mar 27, 2012
Signals
No event on the tape.
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