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
Myecfo
Legal name Myecfo, LLC
Latest filing Feb 27, 2026
First filing on the tape Mar 2, 2021 · 9 filings
SEC status approved since Jul 28, 2021
RAUM
$263M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$263M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$52.7M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$263M as of Feb 27, 2026
Mar 25, 2022$140M then
HNW client RAUM$218M as of Feb 27, 2026
Mar 25, 2022$100.0M then
State-registered IARs (5.B.3)5 as of Feb 27, 2026
Mar 25, 20224 then
Employees (5.A)6 as of Feb 27, 2026
Mar 25, 202214 then
Private funds: no history
RAUM +25% over the last fiscal year+22% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Feb 27, 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
- RAUM per advisor
- $52.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 37derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.0MderivedHNW RAUM over HNW clients
- Average account
- $1.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminars, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$218M83%
- Individuals$45.0M17%
- Charitable organizations$749,0540.3%
- Individual clients
- 152reported
- HNW clients
- 31reported
- Pension plan clients
- n/areported
- Charitable clients
- 4reported
- Accounts
- 187reported
- Financial planning clients
- 101-250reported
- 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 |
|---|---|---|---|---|
| Michael Robert MunsonChartered Financial Analyst | La Jolla, Ca | Apr 10, 2013 | 25 y | 0 |
| Martin Raul CurielChartered Financial Analyst | La Jolla, Ca | Apr 10, 2013 | 14 y | 0 |
| Yuliana Mendez | La Jolla, Ca | Jan 24, 2020 | 11 y | 0 |
| Jamie Chi Edwards | Edgewood, Wa | Aug 17, 2020 | 11 y | 0 |
| Roger G. ChenChartered Financial Analyst | New York, Ny | Mar 20, 2024 | 16 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Raul Martin Curiel · Managing Member - Chief Compliance Officercontrolsince 02/2013 · owns 50% to 75%
- Robert Michael Munson · Managing Member - Chief Investment Officercontrolsince 02/2013 · owns 50% to 75%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| La Jolla, Ca | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Feb 27, 2026HNW share of RAUM moved from 24.0% to 83.0% between the annual amendments of 2025-03-03 and 2026-02-27peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 166 to 187Dec 4, 2025 to Feb 27, 2026
- Advisory employees · 9 to 6Dec 4, 2025 to Feb 27, 2026
- HNW clients · 12 to 31Dec 4, 2025 to Feb 27, 2026
- Individual clients · 150 to 152Dec 4, 2025 to Feb 27, 2026
- Employees · 9 to 6Dec 4, 2025 to Feb 27, 2026
- Discretionary RAUM · $211M to $263MDec 4, 2025 to Feb 27, 2026
- HNW RAUM · $51.4M to $218MDec 4, 2025 to Feb 27, 2026
- Individual RAUM · $159M to $45.0MDec 4, 2025 to Feb 27, 2026
- Non-discretionary RAUM · $604,417 to $641,812Dec 4, 2025 to Feb 27, 2026
- RAUM · $211M to $263MDec 4, 2025 to Feb 27, 2026
- Accounts · 162 to 166Mar 18, 2024 to Mar 3, 2025
- Corporate clients · 1 to 0Mar 18, 2024 to Mar 3, 2025
- HNW clients · 39 to 12Mar 18, 2024 to Mar 3, 2025
- Individual clients · 118 to 150Mar 18, 2024 to Mar 3, 2025
- Financial planning clients · 101-250 to 101-250Mar 18, 2024 to Mar 3, 2025
- HQ city · unset to Mar 18, 2024 to Mar 3, 2025
- HQ state · unset to Mar 18, 2024 to Mar 3, 2025
- State-registered IARs · 4 to 5Mar 18, 2024 to Mar 3, 2025
- Discretionary RAUM · $186M to $211MMar 18, 2024 to Mar 3, 2025
- HNW RAUM · $118M to $51.4MMar 18, 2024 to Mar 3, 2025
- Individual RAUM · $67.6M to $159MMar 18, 2024 to Mar 3, 2025
- Non-discretionary RAUM · $500,918 to $604,417Mar 18, 2024 to Mar 3, 2025
- RAUM · $186M to $211MMar 18, 2024 to Mar 3, 2025
- Accounts · 168 to 162Feb 21, 2023 to Mar 1, 2024
- HNW clients · 32 to 39Feb 21, 2023 to Mar 1, 2024
- Individual clients · 131 to 118Feb 21, 2023 to Mar 1, 2024
- Discretionary RAUM · $143M to $186MFeb 21, 2023 to Mar 1, 2024
- HNW RAUM · $97.0M to $118MFeb 21, 2023 to Mar 1, 2024
- Individual RAUM · $46.7M to $67.6MFeb 21, 2023 to Mar 1, 2024
- Non-discretionary RAUM · $1.0M to $500,918Feb 21, 2023 to Mar 1, 2024
- RAUM · $144M to $186MFeb 21, 2023 to Mar 1, 2024
- Accounts · 159 to 168Mar 25, 2022 to Feb 21, 2023
- Advisory employees · 14 to 9Mar 25, 2022 to Feb 21, 2023
- HNW clients · 33 to 32Mar 25, 2022 to Feb 21, 2023
- Individual clients · 121 to 131Mar 25, 2022 to Feb 21, 2023
- Employees · 14 to 9Mar 25, 2022 to Feb 21, 2023
- Discretionary RAUM · $138M to $143MMar 25, 2022 to Feb 21, 2023
- HNW RAUM · $100.0M to $97.0MMar 25, 2022 to Feb 21, 2023
- Individual RAUM · $39.3M to $46.7MMar 25, 2022 to Feb 21, 2023
- Non-discretionary RAUM · $1.5M to $1.0MMar 25, 2022 to Feb 21, 2023
Signals
1 dated events
- Myecfo filed its initial SEC registration (Form ADV)Mar 2, 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
- Firm profile
- linkedin.com/company/myecforeportedpublic record, Form ADV, Sep 17, 2026
- Website
- MYECFO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 6502314609reportedpublic record, Form ADV, Feb 27, 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
- $52.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026