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

R••••• I••••••••• A•••••••

Independent wealth managerOkemos, MichiganCRD 170762SEC 801-135589websiteIAPD
Legal name R••••• I••••••••• A•••••••• L••
Latest filing Jun 7, 2026
First filing on the tape Feb 17, 2026 · 2 filings
SEC status approved since Mar 18, 2026
RAUM
$116M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$116M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$58.0M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$116M as of Jun 7, 2026
Feb 17, 2026$116M then
HNW client RAUM$34.4M as of Jun 7, 2026
Feb 17, 2026$34.4M then
State-registered IARs (5.B.3)2 as of Jun 7, 2026
Feb 17, 20262 then
Employees (5.A)2 as of Jun 7, 2026
Feb 17, 20262 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 7, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$58.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
337derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.5MderivedHNW RAUM over HNW clients
Average account
$171,993derivedRAUM 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
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$81.7M70%
  • High-net-worth individuals$34.4M30%
  • Corporations and businesses$42,0000.0%
Individual clients
650reported
HNW clients
23reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
675reported
Financial planning clients
0reported
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
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
K•••• D• G••••Okemos, MiJun 7, 202624 y2
E••• L••••• B•••••Okemos, MiJun 7, 202610 y2
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
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • G••••• K••••• D• · Chief Financial Officer -Principal Officer -Principalcontrol
    since 05/2016 · owns 25% to 50%
  • L••••••• D••••• A••• · Consultant - Principal
    since 01/2025 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Okemos, Mi · principal220
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
No event on the tape.
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@ryzomeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
elb@ryzomeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
517-347-2205reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
517-347-2210reportedpublished by the firm, firm site, Sep 16, 2026
Website
H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
517-347-2210reportedpublic record, Form ADV, Jun 7, 2026
Contact form
ryzomeadvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Team page
ryzomeadvisors.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
$58.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026