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
C•••••••• F•••••••• A•••••••
Legal name C•••••••• I••••••••• A•••••••• I•••
Latest filing Mar 16, 2026
First filing on the tape Jan 11, 2021 · 23 filings
SEC status approved since Feb 10, 2021
RAUM
$219M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$219M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$43.7M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$219M as of Mar 16, 2026
Feb 8, 2022$149M then
HNW client RAUM$104M as of Mar 16, 2026
Feb 8, 2022$71.2M then
State-registered IARs (5.B.3)5 as of Mar 16, 2026
Feb 8, 20223 then
Employees (5.A)9 as of Mar 16, 2026
Feb 8, 20227 then
Private funds: no history
RAUM +17% over the last fiscal year+16% a year over threeIARs 5 to 5offices 0 to 1
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- RAUM per advisor
- $43.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 96derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $233,181derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 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
- 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$115M53%
- High-net-worth individuals$104M47%
- Individual clients
- 393reported
- HNW clients
- 86reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 938reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 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 |
|---|---|---|---|---|
| R••••• N••• B••••• | New Braunfels, Tx | Dec 19, 2012 | 33 y | 3 |
| T••••• R••• J•••••• | New Braunfels, Tx | Apr 12, 2018 | 11 y | 1 |
| S•••• R••• P••••• | New Braunfels, Tx | May 30, 2020 | 18 y | 1 |
| D••••• V••••••••• | New Braunfels, Tx | Sep 22, 2022 | 27 y | 0 |
| M•••••• E•••• B•••••••••Certified Financial Planner | Odessa, Fl | Feb 9, 2024 | 22 y | 2 |
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 headcount0 left over 36 months
Left, latest
- N•••••••• A••• M••••• to F•••••••• L••• A•••••••Apr 30, 2020 · RIA to RIA
Joined, latest
- M•••••• E•••• B••••••••• from V••••••• A•••••••• I•••Feb 9, 2024 · Affiliated broker-dealer or bank to independent RIA
- S•••• R••• P••••• from N••• F•••••••• G••••• I•••May 30, 2020 · Other
- T••••• R••• J•••••• from M••••• W••••• A•••••••Apr 12, 2018 · RIA to RIA
- N•••••••• A••• M••••• from G••••• S••••••••• I•••Dec 21, 2012 · Other
- R••••• N••• B••••• from L••••• W••••• C•••••••••Dec 19, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• R•••••• N••• · Ownercontrolsince 04/2017 · owns 75% or more
- P•••••• S••••• R••• · Chief Compliance Officercontrolsince 02/2021 · owns less than 5%
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 |
|---|---|---|---|---|---|
| New Braunfels, Tx · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 901 to 938Oct 17, 2025 to Mar 16, 2026
- HNW clients · 99 to 86Oct 17, 2025 to Mar 16, 2026
- Individual clients · 370 to 393Oct 17, 2025 to Mar 16, 2026
- Discretionary RAUM · $188M to $219MOct 17, 2025 to Mar 16, 2026
- HNW RAUM · $99.6M to $104MOct 17, 2025 to Mar 16, 2026
- Individual RAUM · $88.1M to $115MOct 17, 2025 to Mar 16, 2026
- RAUM · $188M to $219MOct 17, 2025 to Mar 16, 2026
- Other offices · 0 to 1Mar 28, 2025 to Oct 17, 2025
- Accounts · 866 to 901Oct 4, 2024 to Mar 28, 2025
- HNW clients · 51 to 99Oct 4, 2024 to Mar 28, 2025
- Individual clients · 287 to 370Oct 4, 2024 to Mar 28, 2025
- Financial planning clients · 1-10 to 1-10Oct 4, 2024 to Mar 28, 2025
- State-registered IARs · 4 to 5Oct 4, 2024 to Mar 28, 2025
- Discretionary RAUM · $171M to $188MOct 4, 2024 to Mar 28, 2025
- HNW RAUM · $82.7M to $99.6MOct 4, 2024 to Mar 28, 2025
- Individual RAUM · $88.7M to $88.1MOct 4, 2024 to Mar 28, 2025
- RAUM · $171M to $188MOct 4, 2024 to Mar 28, 2025
- Accounts · 803 to 866Feb 9, 2024 to Mar 21, 2024
- Advisory employees · 6 to 5Feb 9, 2024 to Mar 21, 2024
- HNW clients · 57 to 51Feb 9, 2024 to Mar 21, 2024
- Individual clients · 257 to 287Feb 9, 2024 to Mar 21, 2024
- Assets in custody · $641,611 to $0Feb 9, 2024 to Mar 21, 2024
- Custody of client assets · true to falseFeb 9, 2024 to Mar 21, 2024
- Employees · 11 to 9Feb 9, 2024 to Mar 21, 2024
- State-registered IARs · 5 to 4Feb 9, 2024 to Mar 21, 2024
- Discretionary RAUM · $140M to $171MFeb 9, 2024 to Mar 21, 2024
- HNW RAUM · $77.5M to $82.7MFeb 9, 2024 to Mar 21, 2024
- Individual RAUM · $62.1M to $88.7MFeb 9, 2024 to Mar 21, 2024
- RAUM · $140M to $171MFeb 9, 2024 to Mar 21, 2024
- Other offices · 1 to 0Apr 14, 2023 to Jun 7, 2023
- Accounts · 792 to 803Jun 30, 2022 to Feb 8, 2023
- Advisory employees · 4 to 6Jun 30, 2022 to Feb 8, 2023
- HNW clients · 43 to 57Jun 30, 2022 to Feb 8, 2023
- Individual clients · 275 to 257Jun 30, 2022 to Feb 8, 2023
- Employees · 7 to 11Jun 30, 2022 to Feb 8, 2023
- State-registered IARs · 3 to 5Jun 30, 2022 to Feb 8, 2023
- Discretionary RAUM · $149M to $140MJun 30, 2022 to Feb 8, 2023
- HNW RAUM · $71.2M to $77.5MJun 30, 2022 to Feb 8, 2023
- Individual RAUM · $78.2M to $62.1MJun 30, 2022 to Feb 8, 2023
- RAUM · $149M to $140MJun 30, 2022 to Feb 8, 2023
Signals
2 dated events
- Ross Shawn Peters (Chief Compliance Officer) appeared on Schedule A of C•••••••• F•••••••• A•••••••Mar 3, 2021 · Control person joined · fact
- C•• W••••• M••••••••• G•••• filed its initial SEC registration (Form ADV)Jan 11, 2021 · 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
- 813-923-2373reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 830-609-6986reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/hellocfadvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- christianfinancialpodcast.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 830-609-6986reportedpublic record, Form ADV, Mar 16, 2026
- Team page
- christianfinancialadvisors.com/teamreportedpublished 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
- $43.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026