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.
SEC-registered adviser
Dyche, Riley, & Selman Wealth Management
Legal name Dyche Wealth Management, Inc
Latest filing May 13, 2026
First filing on the tape Jun 20, 2022 · 11 filings
SEC status approved since Aug 3, 2022
RAUM
$162M
reported, Item 5.F
Discretionary
71%
of RAUM
Private clients
81%
$132M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$54.1M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$162M as of May 13, 2026
Mar 31, 2023$146M then
HNW client RAUM$114M as of May 13, 2026
Mar 31, 2023$75.2M then
State-registered IARs (5.B.3)3 as of May 13, 2026
Mar 31, 20233 then
Employees (5.A)4 as of May 13, 2026
Mar 31, 20233 then
Private funds12 as of May 13, 2026
Mar 31, 202310 then
RAUM +14% over the last fiscal year+3.5% a year over threeIARs 3 to 3offices 0 to 1
Practice profile
derived from the filing of May 13, 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
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $54.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $601,105derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 71%derivedof RAUM
- Institutional
- 7.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -49%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- $9.0M, 20 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$114M70%
- Pooled investment vehicles$17.3M11%
- Individuals$17.2M11%
- Pension and profit-sharing plans$10.8M6.7%
- Charitable organizations$1.3M0.8%
- Corporations and businesses$1.2M0.7%
- Individual clients
- 100reported
- HNW clients
- 40reported
- Pension plan clients
- 7reported
- Charitable clients
- 1reported
- Accounts
- 270reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $9.0M for 20 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.81 fund_share=0.11 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Darryl Scott DycheCertified Financial Planner | Fayetteville, Ga | Jan 3, 2012 | 37 y | 1 |
| Peyton William Riley | Fayetteville, Ga | Nov 5, 2014 | 33 y | 5 |
| Matthew Montgomery Selman | Fayetteville, Ga | Jun 17, 2025 | 25 y | 0 |
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
- Mark Scott Schulte to Gradient Advisors, LLCJan 23, 2025 · RIA to RIA
Joined, latest
- Peyton William Riley from SouthbridgeNov 5, 2014 · Other
- Darryl Scott Dyche from Commonwealth Financial NetworkJan 3, 2012 · Affiliated broker-dealer or bank to independent RIA
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Twiggs Solar Investments, LLC | Real Estate Fund | $5.2M | 134 | Mar 31, 2023 |
| Dragway Industrial, LLC | Real Estate Fund | $5.0M | 26 | Mar 31, 2023 |
| Laurens Solar Investments, LLC | Real Estate Fund | $4.4M | 111 | Mar 31, 2023 |
| Burke Solar Investments, LLC | Real Estate Fund | $4.1M | 160 | Mar 31, 2023 |
| Randolph Solar Investments, LLC | Real Estate Fund | $3.9M | 136 | Mar 31, 2023 |
| Tss Solar Investments, LLC | Real Estate Fund | $3.6M | 97 | Mar 31, 2023 |
| Commerce Solar Investments, LLC | Real Estate Fund | $3.5M | 146 | Mar 31, 2023 |
| Homestead Milton Investments, LLC | Real Estate Fund | $3.2M | 20 | Mar 31, 2023 |
| Rock Basin Investments LLC | Real Estate Fund | $3.1M | 137 | Apr 1, 2024 |
| White Wing Investments, LLC | Real Estate Fund | $2.4M | 147 | Mar 31, 2023 |
| Olivian Investments, LLC | Real Estate Fund | $1.6M | 163 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Scott Darryl Dyche · President/Chief Compliance Officercontrolsince 12/2011 · owns 50% to 75%
- William Peyton Riley · Vice Presidentcontrolsince 03/2017 · owns 50% to 75%
Related persons
Schedule D 7.A
- Burke Solar Manager, LLCpooled vehicle sponsorn
- Commerce Solar Manager, LLCpooled vehicle sponsorn
- Darryl Dychereal estatey
- Homestead Milton Investments, LLCpooled vehicle sponsorn
- Investment Manager - Dragway Industrial, LLCpooled vehicle sponsorn
- Laurens Solar Manager, LLCpooled vehicle sponsorn
- Mark S. Schultereal estatey
- Olivian Management, LLCpooled vehicle sponsorn
- Peyton W. Rileyreal estatey
- Randolph Solar Manager, LLCpooled vehicle sponsorn
- Terra Development, LLCpooled vehicle sponsorn
- Tss Solar Manager, LLCpooled vehicle sponsorn
- Twiggs Solar Manager, LLCpooled vehicle sponsorn
- White Wing Manager, LLCpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fayetteville, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Canton, GA1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 31, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $141,908,118 to $162,298,479, advisors 3 to 3, private clients 276 to 140, offices 0 to 1 (2025-04-01 to 2026-03-31)peers: independent wealth managers, $100M to $500M (5,676)
- client count collapseChange between filings · filing Mar 31, 2026individual and HNW clients (Item 5.D) moved from 276.0 to 140.0 (-49.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +3.0% (3310 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 1.6% percentile
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 100.0% to 71.0% between the annual amendments of 2025-04-01 and 2026-03-31peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Business name · DYCHE WEALTH MANAGEMENT, INC to DYCHE, RILEY, & SELMAN WEALTH MANAGEMENTMar 31, 2026 to May 13, 2026
- Accounts · 238 to 270Sep 25, 2025 to Mar 31, 2026
- Charity clients · 2 to 1Sep 25, 2025 to Mar 31, 2026
- Corporate clients · 1 to 2Sep 25, 2025 to Mar 31, 2026
- HNW clients · 38 to 40Sep 25, 2025 to Mar 31, 2026
- Individual clients · 238 to 100Sep 25, 2025 to Mar 31, 2026
- Pension plan clients · 3 to 7Sep 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 12 to 14Sep 25, 2025 to Mar 31, 2026
- Other offices · 0 to 1Sep 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $142M to $115MSep 25, 2025 to Mar 31, 2026
- HNW RAUM · $100.0M to $114MSep 25, 2025 to Mar 31, 2026
- Individual RAUM · $14.1M to $17.2MSep 25, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $76,447 to $46.8MSep 25, 2025 to Mar 31, 2026
- Pension RAUM · $8.9M to $10.8MSep 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $13.0M to $17.3MSep 25, 2025 to Mar 31, 2026
- RAUM · $142M to $162MSep 25, 2025 to Mar 31, 2026
- Employees · 3 to 4Apr 1, 2025 to Sep 25, 2025
- Financial planning clients · 0 to 0Apr 1, 2025 to Sep 25, 2025
- Accounts · 232 to 238Apr 1, 2024 to Apr 1, 2025
- Charity clients · 0 to 2Apr 1, 2024 to Apr 1, 2025
- Corporate clients · 2 to 1Apr 1, 2024 to Apr 1, 2025
- HNW clients · 26 to 38Apr 1, 2024 to Apr 1, 2025
- Individual clients · 106 to 238Apr 1, 2024 to Apr 1, 2025
- Pension plan clients · 0 to 3Apr 1, 2024 to Apr 1, 2025
- Pooled vehicle clients · 11 to 12Apr 1, 2024 to Apr 1, 2025
- Other offices · 1 to 0Apr 1, 2024 to Apr 1, 2025
- Private funds · 11 to 12Apr 1, 2024 to Apr 1, 2025
- Discretionary RAUM · $125M to $142MApr 1, 2024 to Apr 1, 2025
- HNW RAUM · $89.1M to $100.0MApr 1, 2024 to Apr 1, 2025
- Individual RAUM · $24.1M to $14.1MApr 1, 2024 to Apr 1, 2025
- Non-discretionary RAUM · $0 to $76,447Apr 1, 2024 to Apr 1, 2025
- Pension RAUM · $0 to $8.9MApr 1, 2024 to Apr 1, 2025
- Pooled vehicle RAUM · $9.8M to $13.0MApr 1, 2024 to Apr 1, 2025
- RAUM · $125M to $142MApr 1, 2024 to Apr 1, 2025
- Accounts · 235 to 232Mar 31, 2023 to Apr 1, 2024
- Corporate clients · 0 to 2Mar 31, 2023 to Apr 1, 2024
- HNW clients · 19 to 26Mar 31, 2023 to Apr 1, 2024
- Individual clients · 216 to 106Mar 31, 2023 to Apr 1, 2024
- Pension plan clients · 4 to 0Mar 31, 2023 to Apr 1, 2024
- Other offices · 0 to 1Mar 31, 2023 to Apr 1, 2024
Signals
2 dated events
- Mark Scott Schulte left Dyche, Riley, & Selman Wealth Management for Gradient Advisors, Llc (registered 2024-12-26)Jan 23, 2025 · Advisor changed firm · fact
- Dyche Wealth Management, Inc filed its initial SEC registration (Form ADV)Jun 20, 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
- Business phone
- 770-461-8191reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- DYCHEWM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 770-461-8191reportedpublic record, Form ADV, May 13, 2026
- Contact form
- drswm.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- $54.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Dyche, Riley, & Selman Wealth Management is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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