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
Selective Wealth Management, Inc.
Latest filing May 15, 2026
First filing on the tape Oct 18, 2016 · 48 filings
SEC status approved since Oct 28, 2016
RAUM
$455M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$441M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$50.5M
derived; firm RAUM over IAPD count
Employees
9
8 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$455M as of May 15, 2026
Jan 31, 2017$30.4M then
HNW client RAUM$345M as of May 15, 2026
Jan 11, 2018$17.5M then
State-registered IARs (5.B.3)9 as of May 15, 2026
Jan 31, 20174 then
Employees (5.A)9 as of May 15, 2026
Jan 31, 20174 then
Private funds: no history
RAUM +3.0% over the last fiscal year+8.2% a year over threeIARs 9 to 9
Practice profile
derived from the filing of May 15, 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
- RAUM per advisor
- $50.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 76derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $252,534derivedRAUM 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
- 1.3derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -14%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$345M76%
- Individuals$95.2M21%
- Corporations and businesses$11.2M2.5%
- Charitable organizations$4,7120.0%
- Individual clients
- 504reported
- HNW clients
- 184reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 1,801reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joshua Ryan Standeven | Forest, Va | Feb 20, 2013 | 13 y | 0 |
| Christopher James DevlinChartered Financial Analyst | Denver, Co | Apr 26, 2013 | 14 y | 0 |
| Brian Thomas Liedstrand | Forest, Va | May 28, 2014 | 12 y | 0 |
| Marjun TareCertified Financial Planner | Charlotte, Nc | Aug 3, 2017 | 11 y | 0 |
| Shannon Wesley Kirkpatrick | Denver, Co | Feb 26, 2018 | 19 y | 0 |
| Matthew Lane TurnerCertified Financial Planner | Forest, Va | Nov 27, 2018 | 22 y | 0 |
| Robert Gregory WigfieldCertified Financial Planner | Forest, Va | Jul 17, 2020 | 11 y | 0 |
| Andrew John NeidererCertified Financial Planner | Forest, Va | Jun 16, 2021 | 10 y | 2 |
| Trent Cruz TarnstromCertified Financial Planner | Charlotte, Nc | Aug 17, 2022 | 14 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
- Seth Mcneil Deaver to Netadvizor Wealth LLCNov 11, 2024 · RIA to a state-registered adviser
- James L. Spickard to Advanta Wealth ManagementSep 7, 2023 · RIA to a state-registered adviser
- John Victor Ryan to Novare Capital ManagementAug 31, 2022 · RIA to RIA
- Christopher John Charte to Vanguard Advisers, Inc.May 19, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- James L. Spickard from Ameriprise Financial Services, LLCMar 22, 2022 · Affiliated broker-dealer or bank to independent RIA
- Seth Mcneil Deaver from Raymond James Financial Services Advisors, IncAug 26, 2021 · Affiliated broker-dealer or bank to independent RIA
- Andrew John Neiderer from Montvue Capital Management, Inc.Jun 16, 2021 · RIA to RIA
- Christopher John Charte from Vanguard Advisers, Inc.Oct 7, 2020 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- James Christopher Devlin · Chief Investment Officer, Ceocontrolsince 06/2012 · owns 25% to 50%
- Ryan Joshua Standeven · Chief Compliance Officercontrolsince 02/2013 · owns less than 5%
Entity owners
- Middlebelt Swm Lq LLC · Limited Partnerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- Matthew Turner/Strategic Fundingpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Forest, Va · principal | 9 | 0 | 0 | ||
| Charlotte, Nc | 2 | 0 | 0 | ||
| Denver, Co | 2 | 0 | 0 | ||
| Lynchburg, Va | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Charlotte, NC2 employees
- Cave Spring, VA1 employees
- Charlottesville, VA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 1,854 to 1,801Jul 31, 2025 to Mar 9, 2026
- Corporate clients · 4 to 3Jul 31, 2025 to Mar 9, 2026
- HNW clients · 178 to 184Jul 31, 2025 to Mar 9, 2026
- Individual clients · 574 to 504Jul 31, 2025 to Mar 9, 2026
- Discretionary RAUM · $426M to $455MJul 31, 2025 to Mar 9, 2026
- HNW RAUM · $302M to $345MJul 31, 2025 to Mar 9, 2026
- Individual RAUM · $109M to $95.2MJul 31, 2025 to Mar 9, 2026
- RAUM · $426M to $455MJul 31, 2025 to Mar 9, 2026
- Accounts · 1,935 to 1,854Feb 14, 2025 to Jul 31, 2025
- Corporate clients · 5 to 4Feb 14, 2025 to Jul 31, 2025
- Individual clients · 623 to 574Feb 14, 2025 to Jul 31, 2025
- Financial planning clients · 101-250 to 101-250Feb 14, 2025 to Jul 31, 2025
- Discretionary RAUM · $442M to $426MFeb 14, 2025 to Jul 31, 2025
- HNW RAUM · $304M to $302MFeb 14, 2025 to Jul 31, 2025
- Individual RAUM · $122M to $109MFeb 14, 2025 to Jul 31, 2025
- RAUM · $442M to $426MFeb 14, 2025 to Jul 31, 2025
- Accounts · 2,000 to 1,935Mar 19, 2024 to Feb 14, 2025
- Advisory employees · 10 to 8Mar 19, 2024 to Feb 14, 2025
- Charity clients · 2 to 1Mar 19, 2024 to Feb 14, 2025
- Corporate clients · 4 to 5Mar 19, 2024 to Feb 14, 2025
- HNW clients · 162 to 178Mar 19, 2024 to Feb 14, 2025
- Individual clients · 689 to 623Mar 19, 2024 to Feb 14, 2025
- Employees · 12 to 9Mar 19, 2024 to Feb 14, 2025
- State-registered IARs · 10 to 9Mar 19, 2024 to Feb 14, 2025
- Other offices · 7 to 6Mar 19, 2024 to Feb 14, 2025
- Discretionary RAUM · $392M to $442MMar 19, 2024 to Feb 14, 2025
- HNW RAUM · $256M to $304MMar 19, 2024 to Feb 14, 2025
- Individual RAUM · $123M to $122MMar 19, 2024 to Feb 14, 2025
- RAUM · $392M to $442MMar 19, 2024 to Feb 14, 2025
- Accounts · 2,256 to 2,000May 16, 2023 to Feb 13, 2024
- HNW clients · 161 to 162May 16, 2023 to Feb 13, 2024
- Individual clients · 862 to 689May 16, 2023 to Feb 13, 2024
- Employees · 11 to 12May 16, 2023 to Feb 13, 2024
- State-registered IARs · 11 to 10May 16, 2023 to Feb 13, 2024
- Other offices · 8 to 7May 16, 2023 to Feb 13, 2024
- Discretionary RAUM · $356M to $392MMay 16, 2023 to Feb 13, 2024
- HNW RAUM · $206M to $256MMay 16, 2023 to Feb 13, 2024
- Individual RAUM · $141M to $123MMay 16, 2023 to Feb 13, 2024
- Non-discretionary RAUM · $2.3M to $0May 16, 2023 to Feb 13, 2024
- RAUM · $359M to $392MMay 16, 2023 to Feb 13, 2024
Signals
9 dated events
- Seth Mcneil Deaver left Selective Wealth Management, Inc. for Netadvizor Wealth Llc (registered 2024-11-26)Nov 11, 2024 · Advisor changed firm · fact
- James L. Spickard left Selective Wealth Management, Inc. for Advanta Wealth Management (registered 2023-08-08)Sep 7, 2023 · Advisor changed firm · fact
- John Victor Ryan left Selective Wealth Management, Inc. for Novare Capital Management (registered 2022-09-12)Aug 31, 2022 · Advisor changed firm · fact
- Lee Matthew Schubert (Ceo) no longer on Schedule A of Selective Wealth Management, Inc. (listed 2022-06-30, absent 2022-08-01)Aug 1, 2022 · Control person left · inference
- Christopher John Charte left Selective Wealth Management, Inc. for Vanguard Advisers, Inc. (registered 2022-06-22)May 19, 2022 · Advisor changed firm · fact
- Selective Wealth Management, Inc. reported 8 offices beyond its principal office, up from 2 (2021-03-18 to 2021-09-14)Sep 14, 2021 · Office count change · derived
- Selective Wealth Management, Inc. reported RAUM $280.6M, up 64% from $171.1M (2020-06-10 to 2020-07-29)Jul 29, 2020 · RAUM change · derived
- Selective Wealth Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 3, 2018 · Succession (Item 4) · fact
- Selective Wealth Management Llc filed its initial SEC registration (Form ADV)Oct 18, 2016 · 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/SELECTIVE_WEALTH_MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- charlottesvillefinancialadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 434-515-1517reportedpublic record, Form ADV, May 15, 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
- $50.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026