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.
SEC-registered adviser
Narus Financial Partners, LLC
Latest filing Mar 9, 2026
First filing on the tape Oct 16, 2014 · 27 filings
SEC status approved since Oct 27, 2014
RAUM
$559M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
90%
$502M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$112M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$559M as of Mar 9, 2026
Jan 19, 2015$103M then
HNW client RAUM$446M as of Mar 9, 2026
Mar 15, 2018$212M then
State-registered IARs (5.B.3)5 as of Mar 9, 2026
Jan 19, 20154 then
Employees (5.A)6 as of Mar 9, 2026
Jan 19, 20155 then
Private funds: no history
RAUM +20% over the last fiscal year+21% a year over threeIARs 6 to 5
Practice profile
derived from the filing of Mar 9, 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
- $112MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 41derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.5MderivedHNW RAUM over HNW clients
- Average account
- $973,858derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, 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
- 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$446M80%
- Individuals$55.4M9.9%
- Charitable organizations$31.8M5.7%
- Corporations and businesses$25.5M4.6%
- Individual clients
- 134reported
- HNW clients
- 69reported
- Pension plan clients
- 0reported
- Charitable clients
- 4reported
- Accounts
- 574reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.9 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Curtis Teichert Lamb | Salt Lake City, Ut | Oct 27, 2014 | 30 y | 2 |
| Jared Daniel Stubbs | Salt Lake City, Ut | Oct 27, 2014 | 29 y | 4 |
| Trent Alan BowersCertified Financial Planner | Salt Lake City, Ut | Nov 3, 2014 | 26 y | 2 |
| Michael William Robinson | Salt Lake City, Ut | Jan 5, 2015 | 26 y | 1 |
| Landon Chad Malo | Salt Lake City, Ut | Apr 8, 2024 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- Amy Clingenpeel Diamond to Alta Capital Management LLCDec 17, 2025 · RIA to RIA
- Alexander Butler to UBS Financial Services Inc.Jun 10, 2022 · RIA to wirehouse
Joined, latest
- Amy Clingenpeel Diamond from Copperwynd FinancialJun 2, 2022 · RIA to RIA
- Michael William Robinson from Charles Schwab & Co., Inc.Jan 5, 2015 · Affiliated broker-dealer or bank to a newly registered adviser
- Trent Alan Bowers from Schwab Wealth Advisory, Inc.Nov 3, 2014 · Other
- Curtis Teichert Lamb from Charles Schwab & Co., Inc.Oct 27, 2014 · Affiliated broker-dealer or bank to a newly registered adviser
- Jared Daniel Stubbs from Creative PlanningOct 27, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alan Trent Bowers · Member And Chief Investment Strategistcontrolsince 10/2014 · owns 25% to 50%
- Christian Sara Gunn-Schinker · Chief Compliance Officercontrolsince 05/2016 · owns less than 5%
- Teichert Curtis Lamb · Membercontrolsince 10/2014 · owns 25% to 50%
- William Michael Robinson · Membercontrolsince 10/2014 · owns 25% to 50%
- Daniel Jared Stubbs · Member And Presidentcontrolsince 10/2014 · owns 25% to 50%
Related persons
Schedule D 7.A
- Christian Gunn-Schinkery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Salt Lake City, Ut · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 197 to 574Dec 17, 2025 to Mar 9, 2026
- Charity clients · 5 to 4Dec 17, 2025 to Mar 9, 2026
- HNW clients · 62 to 69Dec 17, 2025 to Mar 9, 2026
- Individual clients · 129 to 134Dec 17, 2025 to Mar 9, 2026
- Discretionary RAUM · $454M to $545MDec 17, 2025 to Mar 9, 2026
- HNW RAUM · $374M to $446MDec 17, 2025 to Mar 9, 2026
- Individual RAUM · $41.2M to $55.4MDec 17, 2025 to Mar 9, 2026
- Non-discretionary RAUM · $13.7M to $14.1MDec 17, 2025 to Mar 9, 2026
- RAUM · $468M to $559MDec 17, 2025 to Mar 9, 2026
- Advisory employees · 6 to 5Mar 11, 2025 to Dec 17, 2025
- Employees · 7 to 6Mar 11, 2025 to Dec 17, 2025
- State-registered IARs · 6 to 5Mar 11, 2025 to Dec 17, 2025
- Financial planning clients · 101-250 to 101-250Feb 27, 2025 to Mar 11, 2025
- Accounts · 472 to 197Apr 16, 2024 to Feb 27, 2025
- HNW clients · 58 to 62Apr 16, 2024 to Feb 27, 2025
- Individual clients · 119 to 129Apr 16, 2024 to Feb 27, 2025
- Employees · 8 to 7Apr 16, 2024 to Feb 27, 2025
- Discretionary RAUM · $368M to $454MApr 16, 2024 to Feb 27, 2025
- HNW RAUM · $303M to $374MApr 16, 2024 to Feb 27, 2025
- Individual RAUM · $31.5M to $41.2MApr 16, 2024 to Feb 27, 2025
- Non-discretionary RAUM · $11.8M to $13.7MApr 16, 2024 to Feb 27, 2025
- RAUM · $379M to $468MApr 16, 2024 to Feb 27, 2025
- Advisory employees · 5 to 6Mar 6, 2024 to Apr 16, 2024
- Employees · 7 to 8Mar 6, 2024 to Apr 16, 2024
- State-registered IARs · 5 to 6Mar 6, 2024 to Apr 16, 2024
- Accounts · 442 to 472Oct 23, 2023 to Mar 6, 2024
- Charity clients · 4 to 5Oct 23, 2023 to Mar 6, 2024
- HNW clients · 59 to 58Oct 23, 2023 to Mar 6, 2024
- Individual clients · 114 to 119Oct 23, 2023 to Mar 6, 2024
- Discretionary RAUM · $309M to $368MOct 23, 2023 to Mar 6, 2024
- HNW RAUM · $256M to $303MOct 23, 2023 to Mar 6, 2024
- Individual RAUM · $23.9M to $31.5MOct 23, 2023 to Mar 6, 2024
- Non-discretionary RAUM · $10.1M to $11.8MOct 23, 2023 to Mar 6, 2024
- RAUM · $319M to $379MOct 23, 2023 to Mar 6, 2024
- Insurance-licensed employees · 1 to 0Jan 25, 2023 to Mar 24, 2023
- Accounts · 409 to 442Jan 12, 2023 to Jan 25, 2023
- Charity clients · unset to 4.0Jan 12, 2023 to Jan 25, 2023
- Corporate clients · unset to 1.0Jan 12, 2023 to Jan 25, 2023
- HNW clients · 60 to 59Jan 12, 2023 to Jan 25, 2023
- Individual clients · 98 to 114Jan 12, 2023 to Jan 25, 2023
Signals
5 dated events
- Amy Clingenpeel Diamond left Narus Financial Partners, Llc for Alta Capital Management Llc (registered 2026-01-21)Dec 17, 2025 · Advisor changed firm · fact
- Alexander Butler left Narus Financial Partners, Llc for Ubs Financial Services Inc. (registered 2022-07-26)Jun 10, 2022 · Advisor changed firm · fact
- Michael Benjamin Merryman (Managing Member And President) no longer on Schedule A of Narus Financial Partners, Llc (listed 2020-06-22, absent 2021-02-11)Feb 11, 2021 · Control person left · inference
- Charles Larry Whitaker (Member) no longer on Schedule A of Narus Financial Partners, Llc (listed 2020-06-22, absent 2021-02-11)Feb 11, 2021 · Control person left · inference
- Clearstone Capital Management, Llc filed its initial SEC registration (Form ADV)Oct 16, 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
- narus@narusfinancial.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 866-534-0530reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- NARUSFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 866-534-0530reportedpublic record, Form ADV, Mar 9, 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
- $112Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026