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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Former SEC-registered adviser

T•• A•••• C••••••••• G••••• I••

Former SEC-registered adviserBoise, IdahoCRD 173060SEC 801-80339IAPD
Latest filing Mar 1, 2017
First filing on the tape Sep 9, 2014 · 11 filings
RAUM
$60.9M
reported, Item 5.F
Discretionary
17%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$20.3M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$60.9M as of Mar 1, 2017
Mar 17, 2015$313M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 1, 2017
Mar 17, 20151 then
Employees (5.A)2 as of Mar 1, 2017
Mar 17, 20151 then
Private funds: no history
RAUM -81% over the last fiscal yearIARs 1 to 2
Practice profile
derived from the filing of Mar 1, 2017; every figure names its basis
RAUM per advisor
$20.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$1.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
17%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.7derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-81%derivedbetween the last two annual amendments
Advisor growth, one year
+100%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, otherreportedItem 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
  • is an insurance broker or agent (6.A.6)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
46reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
G••• L•• B•••••Boise, IdNov 6, 201440 y4
A••••• M••••• B•••••Boise, IdFeb 6, 201715 y0
J••••• L••• M•••••Boise, IdJul 12, 202221 y0
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
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • B•••••• G•••• L•• · Chief Compliance Officercontrol
      since 09/2014 · owns 50% to 75%
    • B•••••• K••••••• P••••••• · Passive Investorcontrol
      since 09/2014 · owns 50% to 75%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Boise, Id · principal300
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 91 to 46
      Feb 4, 2016 to Mar 1, 2017
    • Advisory employees · 1 to 2
      Feb 4, 2016 to Mar 1, 2017
    • Employees · 1 to 2
      Feb 4, 2016 to Mar 1, 2017
    • Financial planning clients · 26-50 to unset
      Feb 4, 2016 to Mar 1, 2017
    • State-registered IARs · 1 to 2
      Feb 4, 2016 to Mar 1, 2017
    • Discretionary RAUM · $0 to $10.5M
      Feb 4, 2016 to Mar 1, 2017
    • Non-discretionary RAUM · $325M to $50.4M
      Feb 4, 2016 to Mar 1, 2017
    • RAUM · $325M to $60.9M
      Feb 4, 2016 to Mar 1, 2017
    • Accounts · 35 to 91
      Mar 17, 2015 to Feb 4, 2016
    • Non-discretionary RAUM · $313M to $325M
      Mar 17, 2015 to Feb 4, 2016
    • RAUM · $313M to $325M
      Mar 17, 2015 to Feb 4, 2016
    • Accounts · 36 to 35
      Dec 18, 2014 to Mar 17, 2015
    • Financial planning clients · unset to 26-50
      Dec 18, 2014 to Mar 17, 2015
    • Non-discretionary RAUM · $295M to $313M
      Dec 18, 2014 to Mar 17, 2015
    • RAUM · $295M to $313M
      Dec 18, 2014 to Mar 17, 2015
    • Accounts · 0 to 36
      Nov 25, 2014 to Dec 15, 2014
    • Non-discretionary RAUM · $0 to $295M
      Nov 25, 2014 to Dec 15, 2014
    • RAUM · $0 to $295M
      Nov 25, 2014 to Dec 15, 2014
    • Advisory activities · 2 to 5
      Nov 13, 2014 to Nov 13, 2014
    Signals
    1 dated events
    • T•• A•••• C••••••••• G••••• I•• filed its initial SEC registration (Form ADV)
      Sep 9, 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
    Website
    ASSETC•••••••••GROUP.COMreportedpublic record, Form ADV, Sep 18, 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
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $20.3Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026