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
G•••••••• W••••• A•••••••• L••
Latest filing Sep 1, 2026
First filing on the tape Oct 11, 2017 · 38 filings
SEC status approved since Nov 8, 2017
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.3B individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$121M
derived; firm RAUM over IAPD count
Employees
32
9 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$1.3B as of May 18, 2026
Mar 10, 2018$118M then
HNW client RAUM$1.3B as of May 18, 2026
Mar 10, 2018$101M then
State-registered IARs (5.B.3)10 as of May 18, 2026
Mar 10, 20182 then
Employees (5.A)32 as of May 18, 2026
Mar 10, 20183 then
Private funds: no history
RAUM +37% over the last fiscal year+35% a year over threeIARs 7 to 10offices 6 to 9
Practice profile
derived from the filing of Sep 1, 2026; every figure names its basis
- RAUM per advisor
- $121MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 23derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.5MderivedHNW RAUM over HNW clients
- Average account
- $639,313derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.9derivedItem 5.A over advisors
- Advisors per office
- 1.1derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $786M, 248 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
- 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B99%
- Individuals$10.7M0.8%
- Individual clients
- 17reported
- HNW clients
- 239reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,081reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $786M for 248 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• S•••• L••••••Certified Financial Planner | Washington, Dc | Jan 6, 2015 | 20 y | 1 |
| P•••••• S••• M••••••Chartered Financial Analyst | Washington, Dc | Mar 15, 2016 | 10 y | 0 |
| T••••• W••••• M••••••••Chartered Financial Analyst | Denver, Co | May 31, 2018 | 12 y | 0 |
| T•••• L••• J••••••Certified Financial Planner | Minneapolis, Mn | Apr 11, 2021 | 10 y | 0 |
| T••••• S••••••••• | New York, Ny | Apr 11, 2022 | 10 y | 0 |
| J••• A• M•••••••Chartered Financial Analyst | New York, Ny | Sep 26, 2022 | 11 y | 0 |
| M••••••• N•••• P•••••••Certified Financial Planner | Washington, Dc | Nov 22, 2023 | 11 y | 0 |
| F••••••• J•••Certified Financial Planner | Charlotte, Nc | May 16, 2024 | 10 y | 0 |
| D••••• A••• S•••••• | Washington, Dc | Jun 20, 2025 | 10 y | 0 |
| A••• B•••••• | Oxnard, Ca | May 4, 2026 | 10 y | 0 |
| J•••••• B••••••• F••••••Chartered Financial Analyst | Seattle, Wa | May 14, 2026 | 18 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 headcount0 left over 36 months
Left, latest
- T•••••• J•••• C••••••• to G••••• A•••• M••••••••• L••Mar 21, 2017 · RIA to RIA
Joined, latest
- J•••••• B••••••• F•••••• from G•••• A•••• M••••••••• L••May 14, 2026 · Other
- A••••• S•••• L•••••• from C•••••• C••••••• I•••Jan 6, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••• M•••• E••••• · Member & Chief Compliance Officercontrolsince 01/2025 · owns less than 5%
- H••••••• J••••• C•••••• · Manager & Chief Operating Officercontrolsince 05/2022 · owns less than 5%
- J••••••• T••••• L••• · Managercontrolsince 01/2024 · owns 10% to 25%
- L••••••• A•••••• S•••• · Managercontrolsince 01/2015 · owns less than 5%
- M••••••••• T•••••• W••••• · Managercontrolsince 07/2020 · owns less than 5%
- K••••••• A•••••• N• · Membersince 01/2025 · owns less than 5%
- K•••••• J•••••••• F• · Membersince 01/2025 · owns less than 5%
- L••••• E••••• C• · Membersince 01/2026 · owns less than 5%
- M••••••• P••••••• S••• · Membersince 01/2025 · owns less than 5%
- M•••••••• J•••• A• · Chief Investment Officersince 10/2025 · owns less than 5%
- P•••••••• M•••••••• N•••• · Membersince 01/2025 · owns less than 5%
- S••••••••• T••••• · Membersince 01/2026 · owns less than 5%
Entity owners
- G•••••••• H•••••••• I•• · Memberdirect · owns 75% or more
- T•• J•••• H•••••• T••••• U•• D•••• · Memberdirect · owns 5% to 10%
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 |
|---|---|---|---|---|---|
| Washington, Dc | 9 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 1, 2026D••••••• M•••• E••••• (MEMBER & CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-03-15 and 2026-09-01peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Financial planning clients · 251-500 to 251-500May 18, 2026 to Sep 1, 2026
- HQ city · to unsetMay 18, 2026 to Sep 1, 2026
- HQ state · to unsetMay 18, 2026 to Sep 1, 2026
- Related adviser · false to unsetMay 18, 2026 to Sep 1, 2026
- Related bank · false to unsetMay 18, 2026 to Sep 1, 2026
- Related broker-dealer · false to unsetMay 18, 2026 to Sep 1, 2026
- Related insurance company · false to unsetMay 18, 2026 to Sep 1, 2026
- Succession · false to unsetMay 18, 2026 to Sep 1, 2026
- State-registered IARs · 9 to 10Mar 19, 2026 to May 18, 2026
- Other offices · 8 to 9Mar 19, 2026 to May 18, 2026
- Accounts · 1,854 to 2,081Dec 9, 2025 to Mar 19, 2026
- Advisory activities · 2 to 3Dec 9, 2025 to Mar 19, 2026
- HNW clients · 207 to 239Dec 9, 2025 to Mar 19, 2026
- Individual clients · 30 to 17Dec 9, 2025 to Mar 19, 2026
- Assets in custody · $522M to $786MDec 9, 2025 to Mar 19, 2026
- Financial planning clients · 101-250 to 251-500Dec 9, 2025 to Mar 19, 2026
- Discretionary RAUM · $972M to $1.3BDec 9, 2025 to Mar 19, 2026
- HNW RAUM · $950M to $1.3BDec 9, 2025 to Mar 19, 2026
- Individual RAUM · $21.9M to $10.7MDec 9, 2025 to Mar 19, 2026
- RAUM · $972M to $1.3BDec 9, 2025 to Mar 19, 2026
- Advisory employees · 8 to 9Aug 8, 2025 to Oct 17, 2025
- Employees · 30 to 32Aug 8, 2025 to Oct 17, 2025
- Insurance-licensed employees · 0 to 1Aug 8, 2025 to Oct 17, 2025
- State-registered IARs · 8 to 9Aug 8, 2025 to Oct 17, 2025
- Other offices · 7 to 8Aug 8, 2025 to Oct 17, 2025
- Employees · 29 to 30Mar 10, 2025 to Jun 24, 2025
- Financial planning clients · 101-250 to 101-250Mar 10, 2025 to Jun 24, 2025
- State-registered IARs · 7 to 8Mar 10, 2025 to Jun 24, 2025
- Other offices · 6 to 7Mar 10, 2025 to Jun 24, 2025
- Accounts · 1,650 to 1,854Jul 9, 2024 to Mar 10, 2025
- Advisory employees · 7 to 8Jul 9, 2024 to Mar 10, 2025
- HNW clients · 213 to 207Jul 9, 2024 to Mar 10, 2025
- Individual clients · 0 to 30Jul 9, 2024 to Mar 10, 2025
- Assets in custody · $543M to $522MJul 9, 2024 to Mar 10, 2025
- Employees · 24 to 29Jul 9, 2024 to Mar 10, 2025
- HQ city · unset to Jul 9, 2024 to Mar 10, 2025
- HQ state · unset to Jul 9, 2024 to Mar 10, 2025
- State-registered IARs · 6 to 7Jul 9, 2024 to Mar 10, 2025
- Discretionary RAUM · $844M to $972MJul 9, 2024 to Mar 10, 2025
- HNW RAUM · $844M to $950MJul 9, 2024 to Mar 10, 2025
Signals
4 dated events
- G•••••••• W••••• A•••••••• L•• reported RAUM $1.3B, up 37% from $971.6M (2025-12-09 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- L••• T•••• J•••••• (Partner) appeared on Schedule A of G•••••••• W••••• A•••••••• L••Mar 15, 2024 · Control person joined · fact
- C•••••• J•••• H•••••• (Partner & Chief Operating Officer) appeared on Schedule A of G•••••••• W••••• A•••••••• L••Mar 15, 2024 · Control person joined · fact
- G•••••••• W••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Oct 11, 2017 · 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
- hello@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- akennedy@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- amoore@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- apedroza@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- aschoeneborn@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ataylor@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- awellington@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- bwise@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- cnugent@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- elundy@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- gcurell@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- isears@geometricadvisors.comreportedpublished by the firm, firm site, Sep 15, 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
- $121Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026