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
M•••• P•••••• C••••• G••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 23, 2018 · 25 filings
SEC status approved since Oct 1, 2010
RAUM
$716M
reported, Item 5.F
Discretionary
11%
of RAUM
Private clients
11%
$81.3M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$358M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$716M as of Mar 31, 2026
Mar 23, 2018$68.1M then
HNW client RAUM$39.8M as of Mar 31, 2026
Mar 23, 2018$9.1M then
State-registered IARs (5.B.3)2 as of Mar 31, 2026
Mar 23, 20182 then
Employees (5.A)4 as of Mar 31, 2026
Mar 23, 20186 then
Private funds: no history
RAUM +31% over the last fiscal year+11% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $358MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 35derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $9.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 11%derivedof RAUM
- Institutional
- 89%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 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
- is an insurance broker or agent (6.A.6)
- 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
- Pension and profit-sharing plans$635M89%
- Individuals$41.5M5.8%
- High-net-worth individuals$39.8M5.6%
- Individual clients
- 57reported
- HNW clients
- 12reported
- Pension plan clients
- 11reported
- Charitable clients
- n/areported
- Accounts
- 80reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.11 fund_share=0.0 institutional_share=0.89 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A•••••••• H••••••••• | Packwood, Wa | Feb 2, 2024 | 14 y | 3 |
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 headcount1 left over 36 months
Left, latest
- R••••• A••••• M•••• to C• P••••••• C•••Dec 31, 2023 · Other
Joined, latest
- A•••••••• H••••••••• from E••••• J••••Sep 27, 2013 · Affiliated broker-dealer or bank to independent RIA
- R••••• A••••• M•••• from M••••• S••••••Oct 4, 2010 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••• R•••••• A••••• · Managing Member And Chief Compliance Officercontrolsince 09/2010 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Wilson, Wy | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Mar 31, 2026institutional share of RAUM of 89% against a peer median of 2% (95 comparable advisers, 99.0th percentile, 27.8 robust deviations)peers: other advisers, $500M to $1B (95) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 79 to 80Apr 4, 2025 to Mar 31, 2026
- HNW clients · 21 to 12Apr 4, 2025 to Mar 31, 2026
- Individual clients · 50 to 57Apr 4, 2025 to Mar 31, 2026
- Pension plan clients · 8 to 11Apr 4, 2025 to Mar 31, 2026
- Employees · 3 to 4Apr 4, 2025 to Mar 31, 2026
- Discretionary RAUM · $52.0M to $81.3MApr 4, 2025 to Mar 31, 2026
- HNW RAUM · $32.9M to $39.8MApr 4, 2025 to Mar 31, 2026
- Individual RAUM · $19.1M to $41.5MApr 4, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $495M to $635MApr 4, 2025 to Mar 31, 2026
- Pension RAUM · $495M to $635MApr 4, 2025 to Mar 31, 2026
- RAUM · $547M to $716MApr 4, 2025 to Mar 31, 2026
- Accounts · 78 to 79Mar 22, 2024 to Apr 4, 2025
- Advisory employees · 3 to 2Mar 22, 2024 to Apr 4, 2025
- HNW clients · 11 to 21Mar 22, 2024 to Apr 4, 2025
- Individual clients · 11 to 50Mar 22, 2024 to Apr 4, 2025
- Pension plan clients · 11 to 8Mar 22, 2024 to Apr 4, 2025
- Employees · 4 to 3Mar 22, 2024 to Apr 4, 2025
- Insurance-licensed employees · 0 to 1Mar 22, 2024 to Apr 4, 2025
- Financial planning clients · 1-10 to 0Mar 22, 2024 to Apr 4, 2025
- HQ city · unset to Mar 22, 2024 to Apr 4, 2025
- HQ state · unset to Mar 22, 2024 to Apr 4, 2025
- Discretionary RAUM · $64.3M to $52.0MMar 22, 2024 to Apr 4, 2025
- HNW RAUM · $31.9M to $32.9MMar 22, 2024 to Apr 4, 2025
- Individual RAUM · $32.4M to $19.1MMar 22, 2024 to Apr 4, 2025
- Non-discretionary RAUM · $540M to $495MMar 22, 2024 to Apr 4, 2025
- Pension RAUM · $540M to $495MMar 22, 2024 to Apr 4, 2025
- RAUM · $605M to $547MMar 22, 2024 to Apr 4, 2025
- Accounts · 87 to 78Feb 2, 2024 to Mar 22, 2024
- HNW clients · 19 to 11Feb 2, 2024 to Mar 22, 2024
- Individual clients · 139 to 11Feb 2, 2024 to Mar 22, 2024
- Pension plan clients · 8 to 11Feb 2, 2024 to Mar 22, 2024
- Financial planning clients · 0 to 1-10Feb 2, 2024 to Mar 22, 2024
- State-registered IARs · 3 to 2Feb 2, 2024 to Mar 22, 2024
- Discretionary RAUM · $83.2M to $64.3MFeb 2, 2024 to Mar 22, 2024
- HNW RAUM · $27.0M to $31.9MFeb 2, 2024 to Mar 22, 2024
- Individual RAUM · $56.1M to $32.4MFeb 2, 2024 to Mar 22, 2024
- Non-discretionary RAUM · $444M to $540MFeb 2, 2024 to Mar 22, 2024
- Pension RAUM · $444M to $540MFeb 2, 2024 to Mar 22, 2024
- RAUM · $528M to $605MFeb 2, 2024 to Mar 22, 2024
- Accounts · 166 to 87Jan 4, 2023 to Mar 20, 2023
Signals
3 dated events
- M•••• P•••••• C••••• G••••• L•• reported RAUM $716.3M, up 31% from $546.7M (2025-04-04 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- R••••• A••••• M•••• left M•••• P•••••• C••••• G••••• L•• for C• P••••••• C••• (registered 2023-08-31)Dec 31, 2023 · Advisor changed firm · fact
- M•••• P•••••• C••••• G••••• L•• reported RAUM $397.7M, up 484% from $68.1M (2018-05-14 to 2018-08-01)Aug 1, 2018 · RAUM change · derived
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
- Website
- MP-CG.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 833-989-2869reportedpublic record, Form ADV, Mar 31, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $358Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026