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
B••••••• W••••• M••••••••• G••••• L••
Latest filing Feb 25, 2026
First filing on the tape Sep 27, 2014 · 25 filings
SEC status approved since Sep 3, 2015
RAUM
$222M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$216M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$222M
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$222M as of Feb 25, 2026
Jan 20, 2016$130M then
HNW client RAUM$159M as of Feb 25, 2026
Mar 8, 2018$98.9M then
State-registered IARs (5.B.3)2 as of Feb 25, 2026
Jan 20, 20161 then
Employees (5.A)5 as of Feb 25, 2026
Jan 20, 20161 then
Private funds: no history
RAUM +13% over the last fiscal year+6.6% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 25, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $222MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 357derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $311,354derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.6%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- $222MreportedItem 5.I
- 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$159M72%
- Individuals$57.1M26%
- Corporations and businesses$5.7M2.6%
- Charitable organizations$402,8620.2%
- Individual clients
- 243reported
- HNW clients
- 114reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 713reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• R••••• B••••••• | Greenwood, In | Sep 30, 2015 | 31 y | 2 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 100% of current headcount1 left over 36 months
Left, latest
- J••••••• B••••• to P••• A••••• S••••••••• L••Apr 21, 2026 · RIA to affiliated broker-dealer or bank
Joined, latest
- J••••••• B••••• from M••••• S••••••Sep 5, 2019 · Wirehouse to independent RIA
- B•••• R••••• B••••••• from W•••• F•••• A•••••••Sep 30, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• B••••• R••••• · Managing Member And Chief Compliance Officercontrolsince 09/2015 · owns 75% or more
- D•••• K•••••• T••••• · Chief Operations Officercontrolsince 08/2017 · 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 |
|---|---|---|---|---|---|
| Greenwood, In · principal | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Corporate clients · 20 to 21Mar 13, 2025 to Feb 25, 2026
- HNW clients · 86 to 114Mar 13, 2025 to Feb 25, 2026
- Individual clients · 262 to 243Mar 13, 2025 to Feb 25, 2026
- Discretionary RAUM · $196M to $222MMar 13, 2025 to Feb 25, 2026
- HNW RAUM · $125M to $159MMar 13, 2025 to Feb 25, 2026
- Individual RAUM · $63.8M to $57.1MMar 13, 2025 to Feb 25, 2026
- RAUM · $196M to $222MMar 13, 2025 to Feb 25, 2026
- Accounts · 369 to 713Mar 27, 2024 to Mar 13, 2025
- Corporate clients · 13 to 20Mar 27, 2024 to Mar 13, 2025
- HNW clients · 87 to 86Mar 27, 2024 to Mar 13, 2025
- Individual clients · 267 to 262Mar 27, 2024 to Mar 13, 2025
- Employees · 6 to 5Mar 27, 2024 to Mar 13, 2025
- Financial planning clients · 251-500 to 0Mar 27, 2024 to Mar 13, 2025
- Discretionary RAUM · $196M to $196MMar 27, 2024 to Mar 13, 2025
- HNW RAUM · $126M to $125MMar 27, 2024 to Mar 13, 2025
- Individual RAUM · $64.8M to $63.8MMar 27, 2024 to Mar 13, 2025
- RAUM · $196M to $196MMar 27, 2024 to Mar 13, 2025
- Accounts · 702 to 369Feb 24, 2023 to Mar 27, 2024
- Corporate clients · 12 to 13Feb 24, 2023 to Mar 27, 2024
- HNW clients · 92 to 87Feb 24, 2023 to Mar 27, 2024
- Individual clients · 257 to 267Feb 24, 2023 to Mar 27, 2024
- Discretionary RAUM · $183M to $196MFeb 24, 2023 to Mar 27, 2024
- HNW RAUM · $119M to $126MFeb 24, 2023 to Mar 27, 2024
- Individual RAUM · $60.3M to $64.8MFeb 24, 2023 to Mar 27, 2024
- RAUM · $183M to $196MFeb 24, 2023 to Mar 27, 2024
- Accounts · 707 to 702Mar 23, 2022 to Feb 24, 2023
- Advisory employees · 1 to 2Mar 23, 2022 to Feb 24, 2023
- Advisory activities · 2 to 3Mar 23, 2022 to Feb 24, 2023
- Corporate clients · 9 to 12Mar 23, 2022 to Feb 24, 2023
- HNW clients · 110 to 92Mar 23, 2022 to Feb 24, 2023
- Individual clients · 243 to 257Mar 23, 2022 to Feb 24, 2023
- Employees · 5 to 6Mar 23, 2022 to Feb 24, 2023
- Financial planning clients · 0 to 251-500Mar 23, 2022 to Feb 24, 2023
- State-registered IARs · 1 to 2Mar 23, 2022 to Feb 24, 2023
- Discretionary RAUM · $208M to $183MMar 23, 2022 to Feb 24, 2023
- HNW RAUM · $143M to $119MMar 23, 2022 to Feb 24, 2023
- Individual RAUM · $62.8M to $60.3MMar 23, 2022 to Feb 24, 2023
- RAUM · $208M to $183MMar 23, 2022 to Feb 24, 2023
- Accounts · 684 to 707Nov 5, 2021 to Mar 23, 2022
- Corporate clients · 5 to 9Nov 5, 2021 to Mar 23, 2022
Signals
2 dated events
- J••••••• B••••• left B••••••• W••••• M••••••••• G••••• L•• for P••• A••••• S••••••••• L•• (registered 2026-05-15)Apr 21, 2026 · Advisor changed firm · fact
- A••••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 27, 2014 · 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@bischoffwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- kendal@bischoffwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- madelyn@bischoffwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 317-851-9718reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (317) 851-9718reportedpublic record, Form ADV, Feb 25, 2026
- Contact form
- bischoffwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- bischoffwealth.com/our-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
- $222Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026