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
Revisor Wealth Management LLC
Latest filing May 14, 2026
First filing on the tape Feb 10, 2021 · 21 filings
SEC status approved since Mar 12, 2021
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$2.4B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$281M
derived; firm RAUM over IAPD count
Employees
11
7 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.5B as of May 14, 2026
Mar 29, 2022$821M then
HNW client RAUM$1.7B as of May 14, 2026
Mar 29, 2022$597M then
State-registered IARs (5.B.3)7 as of May 14, 2026
Mar 29, 20226 then
Employees (5.A)11 as of May 14, 2026
Mar 29, 20228 then
Private funds: no history
RAUM +23% over the last fiscal year+40% a year over threeIARs 6 to 7
Practice profile
derived from the filing of May 14, 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
- $281MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 341derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $338,171derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 3.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.2%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $35.2M, 165 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.7B69%
- Individuals$660M26%
- Charitable organizations$81.0M3.2%
- Corporations and businesses$47.3M1.9%
- Pension and profit-sharing plans$4.9M0.2%
- Individual clients
- 2,533reported
- HNW clients
- 537reported
- Pension plan clients
- 2reported
- Charitable clients
- 27reported
- Accounts
- 7,480reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $35.2M for 165 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Landon Ray Jones | Akron, Oh | Jan 9, 2014 | 23 y | 4 |
| Bernard John Mckinney | Akron, Oh | Feb 26, 2015 | 16 y | 1 |
| Ethan N. Dunbar | Akron, Oh | Jun 10, 2016 | 10 y | 0 |
| Kyle Douglas Patterson | Georgetown, Tx | Jul 26, 2020 | 15 y | 0 |
| Jacob Dunbar | Midlothian, Va | Sep 21, 2021 | 13 y | 0 |
| Nicholas George Cargill | Copley, Oh | Aug 29, 2022 | 15 y | 0 |
| Adam Douglas Clark | Akron, Oh | Jun 21, 2023 | 13 y | 0 |
| Bradley James Wise | Naples, Fl | Apr 3, 2025 | 40 y | 3 |
| Noah Matthew Allen Meyers | Akron, Oh | Apr 14, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Wesley James O'Neil to Cambridge Investment Research Advisors, Inc.Oct 10, 2024 · RIA to affiliated broker-dealer or bank
- Ryan Christopher Smeltzer to Balefire, LLCAug 19, 2022 · RIA to RIA
Joined, latest
- Noah Matthew Allen Meyers from Edgetech Analytics, LLCApr 14, 2026 · Other
- Bradley James Wise from Ast Investment Services, Inc.Apr 3, 2025 · Other
- Bernard John Mckinney from Independence Capital Co., Inc.Feb 26, 2015 · RIA to RIA
- Landon Ray Jones from Independence Capital Co., Inc.Jan 9, 2014 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- N. Ethan Dunbar · Chief Operations Officercontrolsince 03/2018 · owns 10% to 25%
- Ray Landon Jones · President, Ceo And Ccocontrolsince 02/2004 · owns less than 5%
- Ray Landon Jones · Presidentcontrolsince 10/2005 · owns 75% or more of Lrj Consulting, Inc.
Entity owners
- Lrj Consulting, Inc. · Holding Company/Parentdirect · owns 75% or more
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 |
|---|---|---|---|---|---|
| Akron, Oh · principal | 9 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 3 employees
What changed
consecutive filings, newest first
- Accounts · 6,573 to 7,480May 7, 2025 to Mar 31, 2026
- Charity clients · 17 to 27May 7, 2025 to Mar 31, 2026
- Corporate clients · 9 to 33May 7, 2025 to Mar 31, 2026
- HNW clients · 444 to 537May 7, 2025 to Mar 31, 2026
- Individual clients · 2,620 to 2,533May 7, 2025 to Mar 31, 2026
- Pension plan clients · 0 to 2May 7, 2025 to Mar 31, 2026
- Assets in custody · $0 to $35.2MMay 7, 2025 to Mar 31, 2026
- Employees · 9 to 11May 7, 2025 to Mar 31, 2026
- Insurance-licensed employees · 4 to 0May 7, 2025 to Mar 31, 2026
- Other offices · 3 to 2May 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $2.5BMay 7, 2025 to Mar 31, 2026
- HNW RAUM · $1.4B to $1.7BMay 7, 2025 to Mar 31, 2026
- Individual RAUM · $586M to $660MMay 7, 2025 to Mar 31, 2026
- Pension RAUM · $0 to $4.9MMay 7, 2025 to Mar 31, 2026
- RAUM · $2.1B to $2.5BMay 7, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Mar 31, 2025 to May 7, 2025
- BD registered reps · 2 to 1Mar 31, 2025 to May 7, 2025
- Employees · 8 to 9Mar 31, 2025 to May 7, 2025
- Financial planning clients · 101-250 to 101-250Mar 31, 2025 to May 7, 2025
- State-registered IARs · 6 to 7Mar 31, 2025 to May 7, 2025
- Other offices · 2 to 3Mar 31, 2025 to May 7, 2025
- Accounts · 6,259 to 6,573Mar 5, 2025 to Mar 31, 2025
- Charity clients · 13 to 17Mar 5, 2025 to Mar 31, 2025
- Corporate clients · 8 to 9Mar 5, 2025 to Mar 31, 2025
- HNW clients · 327 to 444Mar 5, 2025 to Mar 31, 2025
- Individual clients · 2,160 to 2,620Mar 5, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $2.1BMar 5, 2025 to Mar 31, 2025
- HNW RAUM · $1.1B to $1.4BMar 5, 2025 to Mar 31, 2025
- Individual RAUM · $600M to $586MMar 5, 2025 to Mar 31, 2025
- RAUM · $1.7B to $2.1BMar 5, 2025 to Mar 31, 2025
- Other offices · 1 to 2Oct 10, 2024 to Mar 5, 2025
- Advisory employees · 7 to 6Jul 8, 2024 to Oct 10, 2024
- Employees · 9 to 8Jul 8, 2024 to Oct 10, 2024
- State-registered IARs · 7 to 6Jul 8, 2024 to Oct 10, 2024
- Advisory employees · 8 to 7Mar 25, 2024 to Jul 1, 2024
- Employees · 10 to 9Mar 25, 2024 to Jul 1, 2024
- State-registered IARs · 8 to 7Mar 25, 2024 to Jul 1, 2024
- HQ city · SOLON to AKRONMar 15, 2024 to Mar 25, 2024
- Other offices · 2 to 1Mar 15, 2024 to Mar 25, 2024
- Accounts · 2,705 to 6,259Jun 23, 2023 to Mar 15, 2024
Signals
5 dated events
- Wesley James O'Neil left Revisor Wealth Management Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-11-04)Oct 10, 2024 · Advisor changed firm · fact
- Revisor Wealth Management Llc reported RAUM $1.7B, up 87% from $920.6M (2023-06-23 to 2024-03-15)Mar 15, 2024 · RAUM change · derived
- Ryan Christopher Smeltzer left Revisor Wealth Management Llc for Balefire, Llc (registered 2026-05-26)Aug 19, 2022 · Advisor changed firm · fact
- Revisor Wealth Management Llc reported RAUM $709.1M, up 55% from $458.7M (2021-03-31 to 2021-11-03)Nov 3, 2021 · RAUM change · derived
- Lrj Wealth Management Llc filed its initial SEC registration (Form ADV)Feb 10, 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 email
- info@revisorgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 440-786-6110reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/REVISOR-WEALTH-MANAGEMENT-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/revisor-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- revisorgroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (440) 248-3355reportedpublic record, Form ADV, May 14, 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
- $281Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026