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

Mj Retirement

Institutional managerCarmel, IndianaCRD 164328SEC 801-76741website IAPD

Legal name Procourse Fiduciary Advisors, LLC

Latest filing Mar 23, 2026

First filing on the tape May 24, 2012 · 46 filings

SEC status approved since Jun 7, 2012

RAUM

$5.5B

reported, Item 5.F

Discretionary

33%

of RAUM

Private clients

1.5%

$81.1M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$1.1B

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

46 filings and snapshots on the tape

RAUM$5.5B as of Mar 23, 2026

Feb 6, 2013$1.8B then

HNW client RAUM$75.5M as of Mar 23, 2026

Mar 22, 2018$38.0M then

State-registered IARs (5.B.3)5 as of Mar 23, 2026

Feb 6, 20134 then

Employees (5.A)11 as of Mar 23, 2026

Feb 6, 20137 then

Private funds: no history

RAUM +8.3% over the last fiscal year+12% a year over threeIARs 7 to 5

Practice profile

derived from the filing of Mar 23, 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
OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 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: $1.1BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 8derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.6MderivedHNW RAUM over HNW clients
Average account: $18.1MderivedRAUM over accounts (5.F.2.f)
Discretionary: 33%derivedof RAUM
Institutional: 98%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.2derivedItem 5.A over advisors
Advisors per office: 5.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +8.3%derivedbetween the last two annual amendments
Advisor growth, one year: -29%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pension and profit-sharing plans$5.4B99%
High-net-worth individuals$75.5M1.4%
Individuals$5.7M0.1%

Individual clients: 18reported
HNW clients: 21reported
Pension plan clients: 153reported
Charitable clients: 0reported
Accounts: 303reported
Financial planning clients: 26-50reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.01 fund_share=0.0 institutional_share=0.98 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

5 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Jeffrey K Prince	Carmel, In	Jun 20, 2012	15 y	1
Douglas Glen Prince	Carmel, In	Jun 27, 2012	30 y	2
Chase Sanders	Carmel, In	Oct 4, 2019	13 y	0
Paul Anthony DonahueCertified Financial Planner	Carmel, In	Feb 10, 2020	20 y	1
Scott Thomas Bilyou	Carmel, In	Jun 16, 2026	27 y	0

Advisor movement

2 left, 0 joined in 12 months

net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 40% of current headcount2 left over 36 months

Left, latest

Brea Nicole Morrison Dantin to Shepherd Financial Investment Advisory LLC
Jan 8, 2026 · Other
Matthew Michael Fleck to Mma Securities LLC
Oct 17, 2025 · Other
Austin Patrick Miller to Charles Schwab & Co., Inc.
Nov 17, 2020 · Other
Peter Daniel Walkey to Cbiz Investment Advisory Services, LLC
Aug 5, 2020 · Other
Kristin V Dunlevy to Savvy
Mar 29, 2018 · Other

Joined, latest

Austin Patrick Miller from Edward Jones
Sep 3, 2020 · Other
Paul Anthony Donahue from Valeo Financial Advisors, LLC
Feb 10, 2020 · Other
Peter Daniel Walkey from Cerity Partners Ocio LLC
May 14, 2019 · Other
Matthew Michael Fleck from Axia Advisory
Mar 22, 2019 · Other
Kristin V Dunlevy from Cerity Partners Ocio LLC
May 6, 2015 · Other
Douglas Glen Prince from Stifel, Nicolaus & Company, Incorporated
Jun 27, 2012 · Affiliated broker-dealer or bank to a newly registered adviser
Brea Nicole Morrison Dantin from Stifel, Nicolaus & Company, Incorporated
Jun 20, 2012 · Affiliated broker-dealer or bank to a newly registered adviser
Jeffrey K Prince from Stifel, Nicolaus & Company, Incorporated
Jun 20, 2012 · Affiliated broker-dealer or bank to a newly registered adviser

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Nicole Brea Morrison Dantin · Chief Operations Officercontrol
since 05/2012 · owns less than 5%
Glen Douglas Prince · Chief Executive Officer/Chief Investment Officercontrol
since 05/2012 · owns less than 5%
James Bryan Gross · Chief Compliance Officer
since 01/2024 · owns less than 5%

Entity owners

Mj Insurance · Owner
direct · owns 75% or more
Mhb Business Trust · Shareholder Voting A Shares
indirect · owns 75% or more of Mj Insurance

Related persons

Schedule D 7.A

The Mj Companies
real estatey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Carmel, In · principal	5	1	2

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

RAUM · $5.1B to $5.5B
Mar 20, 2025 to Mar 23, 2026
Accounts · 323 to 303
Mar 20, 2025 to Mar 23, 2026
HNW clients · 17 to 21
Mar 20, 2025 to Mar 23, 2026
Individual clients · 22 to 18
Mar 20, 2025 to Mar 23, 2026
Pension plan clients · 158 to 153
Mar 20, 2025 to Mar 23, 2026
Employees · 13 to 11
Mar 20, 2025 to Mar 23, 2026
State-registered IARs · 7 to 5
Mar 20, 2025 to Mar 23, 2026
Discretionary RAUM · $1.6B to $1.8B
Mar 20, 2025 to Mar 23, 2026
HNW RAUM · $63.7M to $75.5M
Mar 20, 2025 to Mar 23, 2026
Individual RAUM · $6.9M to $5.7M
Mar 20, 2025 to Mar 23, 2026
Non-discretionary RAUM · $3.4B to $3.7B
Mar 20, 2025 to Mar 23, 2026
Pension RAUM · $5.0B to $5.4B
Mar 20, 2025 to Mar 23, 2026
Accounts · 314 to 323
Apr 3, 2024 to Mar 20, 2025
Advisory employees · 6 to 7
Apr 3, 2024 to Mar 20, 2025
HNW clients · 19 to 17
Apr 3, 2024 to Mar 20, 2025
Individual clients · 19 to 22
Apr 3, 2024 to Mar 20, 2025
Pension plan clients · 151 to 158
Apr 3, 2024 to Mar 20, 2025
Employees · 11 to 13
Apr 3, 2024 to Mar 20, 2025
Financial planning clients · 11-25 to 26-50
Apr 3, 2024 to Mar 20, 2025
State-registered IARs · 6 to 7
Apr 3, 2024 to Mar 20, 2025
Discretionary RAUM · $1.3B to $1.6B
Apr 3, 2024 to Mar 20, 2025
HNW RAUM · $67.4M to $63.7M
Apr 3, 2024 to Mar 20, 2025
Individual RAUM · $1.7M to $6.9M
Apr 3, 2024 to Mar 20, 2025
Non-discretionary RAUM · $3.1B to $3.4B
Apr 3, 2024 to Mar 20, 2025
Pension RAUM · $4.3B to $5.0B
Apr 3, 2024 to Mar 20, 2025
RAUM · $4.4B to $5.1B
Apr 3, 2024 to Mar 20, 2025
Advisory employees · 7 to 6
Mar 28, 2024 to Apr 3, 2024
Employees · 12 to 11
Mar 28, 2024 to Apr 3, 2024
State-registered IARs · 7 to 6
Mar 28, 2024 to Apr 3, 2024
Business name · PROCOURSE FIDUCIARY ADVISORS, LLC to MJ RETIREMENT
Mar 21, 2024 to Mar 28, 2024
Accounts · 308 to 314
Mar 14, 2023 to Mar 21, 2024
Advisory employees · 8 to 7
Mar 14, 2023 to Mar 21, 2024
HNW clients · 18 to 19
Mar 14, 2023 to Mar 21, 2024
Individual clients · 21 to 19
Mar 14, 2023 to Mar 21, 2024
Pension plan clients · 173 to 151
Mar 14, 2023 to Mar 21, 2024
Employees · 14 to 12
Mar 14, 2023 to Mar 21, 2024
State-registered IARs · 8 to 7
Mar 14, 2023 to Mar 21, 2024
Discretionary RAUM · $1.1B to $1.3B
Mar 14, 2023 to Mar 21, 2024
HNW RAUM · $54.2M to $67.4M
Mar 14, 2023 to Mar 21, 2024
Individual RAUM · $6.3M to $1.7M
Mar 14, 2023 to Mar 21, 2024

Signals

7 dated events

Brea Nicole Morrison Dantin left Mj Retirement for Shepherd Financial Investment Advisory Llc (registered 2026-03-06)
Jan 8, 2026 · Advisor changed firm · fact
Matthew Michael Fleck left Mj Retirement for Mma Securities Llc (registered 2025-10-20)
Oct 17, 2025 · Advisor changed firm · fact
Mj Retirement reported RAUM $3.9B, down 25% from $5.3B (2023-03-02 to 2023-03-14)
Mar 14, 2023 · RAUM change · derived
K Jeffrey Prince (Chief Financial Officer) no longer on Schedule A of Mj Retirement (listed 2021-07-19, absent 2022-03-23)
Mar 23, 2022 · Control person left · inference
Mj Retirement reported RAUM $4.1B, up 28% from $3.2B (2020-02-18 to 2020-03-24)
Mar 24, 2020 · RAUM change · derived
Joy Deana Harmon (Chief Investment Officer, Manager, Member) no longer on Schedule A of Mj Retirement (listed 2019-03-22, absent 2019-04-03)
Apr 3, 2019 · Control person left · inference
Mj Retirement reported RAUM $3.3B, up 31% from $2.5B (2017-03-18 to 2018-03-22)
Mar 22, 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

Firm profile: linkedin.com/company/themjcompaniesreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/mjretirementreportedpublic record, Form ADV, Sep 17, 2026
Website: MJRETIREMENT.COM, HTTPS://THEMJCOS.COM/SOLUTIONS/RETIREMENT-reportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 317-805-7500reportedpublic record, Form ADV, Mar 23, 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: Institutional managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $1.1Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026