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
I••••••• P•••••••• L••
Latest filing Jul 15, 2026
First filing on the tape Nov 20, 2014 · 26 filings
SEC status approved since Jan 2, 2015
RAUM
$245M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$244M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$61.2M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$245M as of Jul 15, 2026
Mar 21, 2016$124M then
HNW client RAUM$199M as of Jul 15, 2026
Mar 9, 2018$84.9M then
State-registered IARs (5.B.3)3 as of Jul 15, 2026
Mar 21, 20163 then
Employees (5.A)5 as of Jul 15, 2026
Mar 21, 20165 then
Private funds: no history
RAUM +5.6% over the last fiscal year+12% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jul 15, 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
- $61.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $431,806derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.3%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $204M, 157 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$199M81%
- Individuals$45.2M18%
- Charitable organizations$363,8460.1%
- Individual clients
- 107reported
- HNW clients
- 80reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 567reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $204M for 157 clientsreported
- Compensation
- % of AUMreported
- 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
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••• S••••• B•••••••Certified Financial Planner | Hudson, Ma | Jan 6, 2015 | 27 y | 2 |
| K•••• D•••• J•••••• | Alpharetta, Ga | Jan 6, 2015 | 37 y | 2 |
| M••••••••• F•••••••Chartered Financial Analyst | Alpharetta, Ga | Apr 25, 2022 | 11 y | 2 |
| T••••• J••••• K•••••• | Alpharetta, Ga | Jun 26, 2026 | 28 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- B•••• H•••••• to E•••• S••••••••• L••Feb 23, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- T••••• J••••• K•••••• from A•••• W••••• A•••••••• L••Jun 26, 2026 · RIA to RIA
- M••••••••• F••••••• from S••••••••• A•••••• A•••••••• I•••Apr 25, 2022 · Affiliated broker-dealer or bank to independent RIA
- K•••• D•••• J•••••• from B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Jan 6, 2015 · Other
- A••••• S••••• B••••••• from B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Jan 6, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• A•••••• S••••• · Managing Partner, Chief Executive Officer, Chief Compliance Officercontrolsince 02/2010 · owns 50% to 75%
- J••••••• K••••• D•••• · Managing Partner, Chief Investment Officercontrolsince 02/2010 · owns 50% to 75%
- F•••••••• M••••••••• · Executive Vice Presidentsince 04/2022 · 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 |
|---|---|---|---|---|---|
| Alpharetta, Ga · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 584 to 567Oct 7, 2025 to Feb 24, 2026
- Charity clients · unset to 1.0Oct 7, 2025 to Feb 24, 2026
- HNW clients · 82 to 80Oct 7, 2025 to Feb 24, 2026
- Individual clients · 99 to 107Oct 7, 2025 to Feb 24, 2026
- Assets in custody · $209M to $204MOct 7, 2025 to Feb 24, 2026
- Discretionary RAUM · $232M to $245MOct 7, 2025 to Feb 24, 2026
- HNW RAUM · $191M to $199MOct 7, 2025 to Feb 24, 2026
- Individual RAUM · $40.6M to $45.2MOct 7, 2025 to Feb 24, 2026
- RAUM · $232M to $245MOct 7, 2025 to Feb 24, 2026
- Accounts · 801 to 584May 28, 2024 to Feb 19, 2025
- Advisory activities · 3 to 4May 28, 2024 to Feb 19, 2025
- HNW clients · 71 to 82May 28, 2024 to Feb 19, 2025
- Individual clients · 111 to 99May 28, 2024 to Feb 19, 2025
- Assets in custody · $117M to $209MMay 28, 2024 to Feb 19, 2025
- Employees · 3 to 5May 28, 2024 to Feb 19, 2025
- Financial planning clients · unset to 101-250May 28, 2024 to Feb 19, 2025
- Discretionary RAUM · $202M to $232MMay 28, 2024 to Feb 19, 2025
- HNW RAUM · $155M to $191MMay 28, 2024 to Feb 19, 2025
- Individual RAUM · $46.6M to $40.6MMay 28, 2024 to Feb 19, 2025
- RAUM · $202M to $232MMay 28, 2024 to Feb 19, 2025
- Other offices · 1 to 2Feb 29, 2024 to May 28, 2024
- Accounts · 773 to 801Feb 24, 2023 to Feb 29, 2024
- HNW clients · 74 to 71Feb 24, 2023 to Feb 29, 2024
- Individual clients · 98 to 111Feb 24, 2023 to Feb 29, 2024
- Assets in custody · $60.6M to $117MFeb 24, 2023 to Feb 29, 2024
- Financial planning clients · 101-250 to unsetFeb 24, 2023 to Feb 29, 2024
- Discretionary RAUM · $172M to $202MFeb 24, 2023 to Feb 29, 2024
- HNW RAUM · $133M to $155MFeb 24, 2023 to Feb 29, 2024
- Individual RAUM · $39.5M to $46.6MFeb 24, 2023 to Feb 29, 2024
- RAUM · $172M to $202MFeb 24, 2023 to Feb 29, 2024
- Accounts · 770 to 773Oct 18, 2022 to Feb 24, 2023
- Advisory employees · 2 to 3Oct 18, 2022 to Feb 24, 2023
- HNW clients · 76 to 74Oct 18, 2022 to Feb 24, 2023
- Individual clients · 93 to 98Oct 18, 2022 to Feb 24, 2023
- Assets in custody · $59.2M to $60.6MOct 18, 2022 to Feb 24, 2023
- Employees · 2 to 3Oct 18, 2022 to Feb 24, 2023
- Financial planning clients · 51-100 to 101-250Oct 18, 2022 to Feb 24, 2023
- State-registered IARs · 2 to 3Oct 18, 2022 to Feb 24, 2023
- Discretionary RAUM · $188M to $172MOct 18, 2022 to Feb 24, 2023
- HNW RAUM · $151M to $133MOct 18, 2022 to Feb 24, 2023
Signals
2 dated events
- B•••• H•••••• left I••••••• P•••••••• L•• for E•••• S••••••••• L•• (registered 2023-12-15)Feb 23, 2022 · Advisor changed firm · fact
- I••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Nov 20, 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
- amanda@integraspartners.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- sidney@integraspartners.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 404-941-2800reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/integras-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- I•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-941-2800reportedpublic record, Form ADV, Jul 15, 2026
- Contact form
- integraspartners.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- integraspartners.com/about-us/who-we-arereportedpublished 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
- $61.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026