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
M•• C•••• B••••• A••••••• I•••
Latest filing Mar 19, 2026
First filing on the tape Jul 26, 2013 · 52 filings
SEC status approved since Aug 2, 2013
RAUM
$31.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$31.1M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
2 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$31.1M as of Mar 19, 2026
Mar 31, 2014$0 then
HNW client RAUM$24.0M as of Mar 19, 2026
Mar 20, 2018$8.0M then
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 31, 20141 then
Employees (5.A)24 as of Mar 19, 2026
Mar 31, 20141 then
Private funds: no history
RAUM +110% over the last fiscal year+82% a year over threeIARs 3 to 0
Practice profile
derived from the filing of Mar 19, 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
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $450,683derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- +110%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +105%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 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
- is an insurance broker or agent (6.A.6)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$24.0M77%
- Individuals$7.1M23%
- Individual clients
- 18reported
- HNW clients
- 21reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 69reported
- 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
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
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
- A••••• M••••••• C••• · Chief Executive Officer And Trusteecontrolsince 06/2013 · owns 75% or more
- V••••••••• A•••••• T• · Chief Investment Officer And Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- Z••••• X••• N•• · Vice President And Trusteecontrolsince 03/2023 · owns less than 5%
Entity owners
- M•• T•••• · Ownerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A•••• L••• L••n
- M•• C•••• B••••• C•••••• I•••investment advisernRAUM $64.6M
Advisers that list M•• C•••• B••••• A••••••• I••• as a related person
- 327516 n
Offices
Schedule D 1.F, the 25 largest
- Toronto, Canada2 employees
- Hollywood, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 51 to 69Jan 6, 2026 to Mar 19, 2026
- HNW clients · 11 to 21Jan 6, 2026 to Mar 19, 2026
- Individual clients · 8 to 18Jan 6, 2026 to Mar 19, 2026
- Employees · 20 to 24Jan 6, 2026 to Mar 19, 2026
- Insurance-licensed employees · 1 to 0Jan 6, 2026 to Mar 19, 2026
- State-registered IARs · 3 to 0Jan 6, 2026 to Mar 19, 2026
- Other offices · 11 to 12Jan 6, 2026 to Mar 19, 2026
- Discretionary RAUM · $14.8M to $31.1MJan 6, 2026 to Mar 19, 2026
- HNW RAUM · $10.7M to $24.0MJan 6, 2026 to Mar 19, 2026
- Individual RAUM · $4.1M to $7.1MJan 6, 2026 to Mar 19, 2026
- RAUM · $14.8M to $31.1MJan 6, 2026 to Mar 19, 2026
- Other offices · 12 to 11Jul 17, 2025 to Nov 5, 2025
- Financial planning clients · 101-250 to 101-250Mar 28, 2025 to Jul 17, 2025
- Accounts · 24 to 51Jan 6, 2025 to Mar 28, 2025
- HNW clients · 7 to 11Jan 6, 2025 to Mar 28, 2025
- Individual clients · 12 to 8Jan 6, 2025 to Mar 28, 2025
- Employees · 19 to 20Jan 6, 2025 to Mar 28, 2025
- Insurance-licensed employees · 2 to 1Jan 6, 2025 to Mar 28, 2025
- State-registered IARs · 6 to 3Jan 6, 2025 to Mar 28, 2025
- Other offices · 11 to 12Jan 6, 2025 to Mar 28, 2025
- Discretionary RAUM · $12.2M to $14.8MJan 6, 2025 to Mar 28, 2025
- HNW RAUM · $7.3M to $10.7MJan 6, 2025 to Mar 28, 2025
- Individual RAUM · $5.0M to $4.1MJan 6, 2025 to Mar 28, 2025
- RAUM · $12.2M to $14.8MJan 6, 2025 to Mar 28, 2025
- HQ state · unset to Oct 9, 2024 to Jan 6, 2025
- Other offices · 2 to 11May 27, 2024 to Jun 21, 2024
- Accounts · 14 to 24Jan 8, 2024 to Mar 7, 2024
- HNW clients · unset to 7.0Jan 8, 2024 to Mar 7, 2024
- Individual clients · 8 to 12Jan 8, 2024 to Mar 7, 2024
- Employees · 15 to 19Jan 8, 2024 to Mar 7, 2024
- Insurance-licensed employees · 0 to 2Jan 8, 2024 to Mar 7, 2024
- Discretionary RAUM · $5.2M to $12.2MJan 8, 2024 to Mar 7, 2024
- HNW RAUM · $1.8M to $7.3MJan 8, 2024 to Mar 7, 2024
- Individual RAUM · $3.3M to $5.0MJan 8, 2024 to Mar 7, 2024
- RAUM · $5.2M to $12.2MJan 8, 2024 to Mar 7, 2024
- Accounts · 13 to 14Jun 29, 2022 to Mar 30, 2023
- Individual clients · 7 to 8Jun 29, 2022 to Mar 30, 2023
- Employees · 14 to 15Jun 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $5.5M to $5.2MJun 29, 2022 to Mar 30, 2023
- HNW RAUM · $2.0M to $1.8MJun 29, 2022 to Mar 30, 2023
Signals
7 dated events
- M•• C•••• B••••• A••••••• I••• reported 11 offices beyond its principal office, up from 2 (2024-05-27 to 2024-06-21)Jun 21, 2024 · Office count change · derived
- T Andrew Vanderhorst (Chief Investment Officer) appeared on Schedule A of M•• C•••• B••••• A••••••• I•••Jun 21, 2024 · Control person joined · fact
- V••••••• A•••••••• D•••••••• (Chief Compliance Officer) no longer on Schedule A of M•• C•••• B••••• A••••••• I••• (listed 2024-04-18, absent 2024-05-10)May 10, 2024 · Control person left · inference
- V••••••• A•••••••• D•••••••• (Chief Compliance Officer) appeared on Schedule A of M•• C•••• B••••• A••••••• I•••Nov 9, 2023 · Control person joined · fact
- Xia Z•••• (Vice President) appeared on Schedule A of M•• C•••• B••••• A••••••• I•••Mar 30, 2023 · Control person joined · fact
- Aaron David Altro (Executive Vice-President) no longer on Schedule A of M•• C•••• B••••• A••••••• I••• (listed 2022-06-29, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- M•• C•••• B••••• A••••••• I••• filed its initial SEC registration (Form ADV)Jul 26, 2013 · 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
- 877-839-7111reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- MCAC••••B•••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 514-940-8066reportedpublic record, Form ADV, Mar 19, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026