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
G. A. Repple & Company
Latest filing Mar 30, 2026
First filing on the tape Mar 26, 2012 · 33 filings
SEC status approved since Sep 16, 2004
RAUM
$716M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
96%
$684M individuals and HNW
Advisors
37
registered through the firm on IAPD
RAUM per advisor
$19.4M
derived; firm RAUM over IAPD count
Employees
53
39 advisory (5.B.1)
Offices
20
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$716M as of Mar 30, 2026
Mar 26, 2012$174M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)39 as of Mar 30, 2026
Mar 26, 20120 then
Employees (5.A)53 as of Mar 30, 2026
Mar 28, 201395 then
Private funds: no history
RAUM +17% over the last fiscal year+9.3% a year over threeIARs 58 to 39
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $19.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 85derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $223,341derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 1.8derived21 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -9.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissions, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Wrap fee program
- $331MreportedItem 5.I
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- is an insurance broker or agent (6.A.6)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$684M96%
- Corporations and businesses$26.5M3.7%
- Pension and profit-sharing plans$5.6M0.8%
- Individual clients
- 3,139reported
- HNW clients
- 0reported
- Pension plan clients
- 40reported
- Charitable clients
- 0reported
- Accounts
- 3,207reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- $320M sponsored, $110M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=53.0derived
Advisors registered through the firm
35 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Glenn Allen Repple | Casselberry, Fl | Jun 26, 1986 | 43 y | 0 |
| Jeffrey David WoodwardChartered Financial Consultant | Casselberry, Fl | Apr 25, 1991 | 35 y | 0 |
| Steven Ray Baker | Casselberry, Fl | Jan 13, 1998 | 36 y | 0 |
| Robert Warren Wolfe | Lake Mary, Fl | Jul 13, 1998 | 47 y | 0 |
| Bryan Allen Repple | Casselberry, Fl | May 13, 1999 | 27 y | 0 |
| Stephen Lee Speirs | Casselberry, Fl | Nov 7, 2002 | 44 y | 0 |
| Thomas Charles Strobhar | Casselberry, Fl | Dec 17, 2003 | 36 y | 1 |
| Megan Nicole Wolfe | Lake Mary, Fl | Aug 24, 2007 | 23 y | 0 |
| Joel David Martin | Casselberry, Fl | Jan 3, 2008 | 25 y | 0 |
| Neal Phillip EngwallCertified Financial Planner, Chartered Financial Consultant | Saint Petersburg, Fl | Jan 12, 2010 | 23 y | 1 |
| Richard Butler CrouseCertified Financial Planner | Altamonte Springs, Fl | Jan 15, 2010 | 39 y | 1 |
| Martin Francis Hummel | Beavercreek, Oh | Feb 2, 2011 | 19 y | 0 |
| Lanis Gerald Webb | Casselberry, Fl | May 16, 2012 | 26 y | 4 |
| T. James Williams | Casselberry, Fl | Sep 5, 2012 | 45 y | 1 |
| David J Brunswick | Casselberry, Fl | Sep 3, 2013 | 22 y | 2 |
| Brian David Ansevin | Rocky River, Oh | Apr 1, 2014 | 20 y | 0 |
| Brent JacksonCertified Financial Planner | Beavercreek, Oh | Jul 7, 2014 | 13 y | 1 |
| John H Campbell | Beavercreek, Oh | Aug 24, 2015 | 19 y | 0 |
| Jeffrey Ward BeebeCertified Financial Planner | Casselberry, Fl | Sep 15, 2015 | 11 y | 0 |
| Edward Lamar BrownCertified Financial Planner | St. Petersburg, Fl | Sep 27, 2016 | 32 y | 2 |
| James Edward Warren | St. Petersburg, Fl | Mar 14, 2017 | 20 y | 0 |
| Michael William Mandarino | Casselberry, Fl | Nov 1, 2017 | 24 y | 3 |
| Linden Everett Gould | Casselberry, Fl | Jan 11, 2018 | 31 y | 7 |
| Shana Denise Burt | Casselberry, Fl | Jul 13, 2018 | 26 y | 0 |
| David Joseph Brunswick | Wake Forest, Nc | Jul 23, 2019 | 10 y | 0 |
| Paul Wesley WitthauerChartered Financial Consultant | Casselberry, Fl | Oct 28, 2019 | 42 y | 1 |
| Kenneth Edward Allgood | St. Petersburg, Fl | Jan 22, 2020 | 22 y | 3 |
| Jason Andrew Macdowall | Casselberry, Fl | Jan 21, 2022 | 13 y | 0 |
| Eric John HoogstraCertified Financial Planner | Casselberry, Fl | Apr 7, 2022 | 32 y | 0 |
| Stephen Vincent Santoro | Casselberry, Fl | Aug 1, 2022 | 28 y | 7 |
| Mark Gerard Loftus | Casselberry, Fl | Aug 18, 2023 | 22 y | 4 |
| Steven Gregory Justice Prawl | St. Petersburg, Fl | Jan 11, 2024 | 11 y | 0 |
| Stacey Lynn Lavender | Casselberry, Fl | Aug 26, 2024 | 21 y | 8 |
| Timothy Glenn Moyer | Casselberry, Fl | Jan 6, 2025 | 31 y | 4 |
| David Wayne Westmoreland | Casselberry, Fl | Nov 10, 2025 | 25 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 2.7% of current headcount7 left over 36 months
Left, latest
- Mitchell Schiller to Morgan StanleyFeb 3, 2026 · Affiliated broker-dealer or bank to wirehouse
- Daniel Louis Hardt to Oneascent Financial Services LLCMay 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jacob Robert Pryor to Oneascent Financial Services LLCMay 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Charles Thomas Alvey to Oneascent Financial Services LLCMay 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Luke Andrew Mcclure to LPL Financial LLCApr 19, 2024 · Affiliated broker-dealer or bank to another
- Matthew T Young to LPL Financial LLCApr 19, 2024 · Affiliated broker-dealer or bank to another
- Allen Keller to Hornor, Townsend & Kent, LLCJan 23, 2024 · Affiliated broker-dealer or bank to another
- Robert William Holbrook to Bob Holbrook Holdings LLCApr 18, 2023 · Affiliated broker-dealer or bank to a state-registered adviser
- Terrence Edward Rocks to Inspire Advisors, LLCApr 5, 2023 · Affiliated broker-dealer or bank to independent RIA
- Kevin Gregory Bruce to Hfg Wealth Management, LLCFeb 1, 2023 · Affiliated broker-dealer or bank to independent RIA
- James William Sewell to Green Vista Asset Management LLCNov 9, 2021 · Affiliated broker-dealer or bank to independent RIA
- John Dwyer to Freedom Financial Coaching, LLCSep 16, 2021 · Other
- John Joseph Evers to LPL Financial LLCJul 2, 2021 · Affiliated broker-dealer or bank to another
- Paul Thomas Swift to Hornor, Townsend & Kent, LLCJun 4, 2021 · Affiliated broker-dealer or bank to another
- Philip Laurie Beytell to Green Vista Asset Management LLCJan 4, 2021 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Timothy Glenn Moyer from Independent Financial PartnersJan 6, 2025 · Affiliated broker-dealer or bank to another
- Stacey Lynn Lavender from Level Four Advisory ServicesAug 26, 2024 · Affiliated broker-dealer or bank to another
- Mark Gerard Loftus from Integrity Investors, L.L.C.Aug 18, 2023 · Other
- Kevin Gregory Bruce from Waterside Wealth Advisors, LLCOct 6, 2022 · Other
- Stephen Vincent Santoro from Summit Wealth Partners, LLCAug 1, 2022 · RIA to affiliated broker-dealer or bank
- Allen Keller from American Advisory Network, LLCAug 31, 2021 · Other
- Jacob Robert Pryor from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 29, 2020 · Wirehouse to affiliated broker-dealer or bank
- John Dwyer from Regal Investment Advisors LLCApr 2, 2020 · Affiliated broker-dealer or bank to another
- Paul Thomas Swift from Regal Investment Advisors LLCApr 1, 2020 · Affiliated broker-dealer or bank to another
- Kenneth Edward Allgood from Cetera Advisor Networks LLCJan 22, 2020 · Affiliated broker-dealer or bank to another
- John Joseph Evers from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 6, 2020 · Wirehouse to affiliated broker-dealer or bank
- Paul Wesley Witthauer from Woodbury Financial Services, Inc.Oct 28, 2019 · Other
- Linden Everett Gould from Concourse Financial Group AdvisorsJan 11, 2018 · Other
- Michael William Mandarino from Intervest International, Inc.Nov 1, 2017 · Other
- Jay Steven Salamone from Transamerica Financial Advisors, LLCJul 7, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Oneascent Financial Services LLCMay 15, 2025 · Louisville, Ky
- 2 left for Strongtower Wealth Management, PlcApr 4, 2018 · Hot Springs, Ar
- 2 left for Sb Advisory, LLCJun 16, 2017 · Palmetto Bay, Fl
- 4 left for J. W. Cole Advisors, Inc.Feb 6, 2017 · Casselberry, Fl
- 2 joined from Regal Investment Advisors LLCMar 31, 2020 · Kentwood, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Timothy Glenn Moyer · Ccocontrolsince 02/2020 · owns less than 5%
- Glenn Allen Repple · President, Gen Sec Principalcontrolsince 11/1985 · owns less than 5%
- Charlene Faith Wilson · Finopcontrolsince 12/2022 · owns less than 5%
- Glenn Allen Repple · Majority Stockholdercontrolsince 09/2008 · owns 75% or more of G.A. Repple Financial Group, Inc.
Entity owners
- G.A. Repple Financial Group, Inc. · Parent Corporationdirect · owns 75% or more
Related persons
Schedule D 7.A
- David E. Hitchcockinvestment advisern
- G.A. Repple Insurance Services, Inc.real estaten
- Joseph J. Bilelloinvestment advisern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Casselberry, Fl · principal | 28 | 1 | 1 | ||
| St Petersburg, Fl | 5 | 0 | 0 | ||
| Beavercreek, Oh | 4 | 0 | 0 | ||
| Wake Forest, Nc | 2 | 0 | 0 | ||
| Lake Mary, Fl | 2 | 0 | 0 | ||
| Longwood, Fl | 2 | 0 | 0 | ||
| Raleigh, Nc | 0 | 0 | 0 | ||
| Louisville, Ky | 0 | 0 | 0 | ||
| Hurricane, Wv | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St. Petersburg, FL5 employees
- Louisville, KY3 employees
- Beavercreek, OH3 employees
- Jamestown, ND2 employees
- Lake Mary, FL2 employees
- Hurricane, WV2 employees
- Wake Forest, NC2 employees
- Longwood, FL2 employees
- Traverse City, MI1 employees
- Apollo Beach, FL1 employees
- Port Neches, TX1 employees
- Oviedo, FL1 employees
- Naples, FL1 employees
- , 1 employees
- , 1 employees
- Altamonte Springs, FL1 employees
- , 1 employees
- Rocky River, OH1 employees
- Jacksonville, FL1 employees
- Laguna Niguel, CA1 employees
- Fresno, CA1 employees
- Aberdeen, WA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 30, 2026advisory representatives (Item 5.B.3) moved from 58.0 to 39.0 (-33.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +1.0% (23 comparable advisers, 5.0th percentile of changes)peers: affiliated wealth managers (23) · 4.5% percentile
What changed
consecutive filings, newest first
- Accounts · 3,349 to 3,207Dec 2, 2025 to Mar 30, 2026
- Advisory employees · 58 to 39Dec 2, 2025 to Mar 30, 2026
- BD registered reps · 54 to 53Dec 2, 2025 to Mar 30, 2026
- Corporate clients · 19 to 28Dec 2, 2025 to Mar 30, 2026
- Individual clients · 3,468 to 3,139Dec 2, 2025 to Mar 30, 2026
- Pension plan clients · 0 to 40Dec 2, 2025 to Mar 30, 2026
- Employees · 68 to 53Dec 2, 2025 to Mar 30, 2026
- State-registered IARs · 58 to 39Dec 2, 2025 to Mar 30, 2026
- Discretionary RAUM · $582M to $692MDec 2, 2025 to Mar 30, 2026
- Individual RAUM · $610M to $684MDec 2, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $33.2M to $23.9MDec 2, 2025 to Mar 30, 2026
- Pension RAUM · $0 to $5.6MDec 2, 2025 to Mar 30, 2026
- RAUM · $615M to $716MDec 2, 2025 to Mar 30, 2026
- Wrap assets (manager) · $218M to $110MDec 2, 2025 to Mar 30, 2026
- Wrap assets (sponsor) · $228M to $320MDec 2, 2025 to Mar 30, 2026
- Accounts · 3,487 to 3,349Oct 30, 2024 to Mar 31, 2025
- Financial planning clients · 26-50 to 26-50Oct 30, 2024 to Mar 31, 2025
- Other offices · 23 to 20Oct 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $576M to $582MOct 30, 2024 to Mar 31, 2025
- Individual RAUM · $608M to $610MOct 30, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $37.1M to $33.2MOct 30, 2024 to Mar 31, 2025
- RAUM · $613M to $615MOct 30, 2024 to Mar 31, 2025
- Wrap assets (manager) · $3.5B to $218MOct 30, 2024 to Mar 31, 2025
- Wrap assets (sponsor) · $72.2M to $228MOct 30, 2024 to Mar 31, 2025
- Accounts · 4,238 to 3,487Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 60 to 58Mar 31, 2023 to Mar 29, 2024
- BD registered reps · 63 to 54Mar 31, 2023 to Mar 29, 2024
- Corporate clients · 44 to 19Mar 31, 2023 to Mar 29, 2024
- Individual clients · 3,640 to 3,468Mar 31, 2023 to Mar 29, 2024
- State-registered IARs · 60 to 58Mar 31, 2023 to Mar 29, 2024
- Other offices · 22 to 23Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $460M to $576MMar 31, 2023 to Mar 29, 2024
- Individual RAUM · $525M to $608MMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $88.1M to $37.1MMar 31, 2023 to Mar 29, 2024
- RAUM · $548M to $613MMar 31, 2023 to Mar 29, 2024
- Wrap assets (manager) · $478M to $3.5BMar 31, 2023 to Mar 29, 2024
- Wrap assets (sponsor) · $65.2M to $72.2MMar 31, 2023 to Mar 29, 2024
- Accounts · 3,684 to 4,238Dec 16, 2022 to Mar 31, 2023
- Advisory employees · 61 to 60Dec 16, 2022 to Mar 31, 2023
- Employees · 70 to 68Dec 16, 2022 to Mar 31, 2023
Signals
27 dated events
- G. A. Repple & Company reported 39 state-registered advisory representatives, down from 58 (2025-12-02 to 2026-03-30)Mar 30, 2026 · Advisor headcount change · derived
- Mitchell Schiller left G. A. Repple & Company for Morgan Stanley (registered 2026-02-23)Feb 3, 2026 · Advisor changed firm · fact
- Jacob Robert Pryor left G. A. Repple & Company for Oneascent Financial Services Llc (registered 2025-05-05)May 15, 2025 · Advisor changed firm · fact
- Daniel Louis Hardt left G. A. Repple & Company for Oneascent Financial Services Llc (registered 2025-05-01)May 15, 2025 · Advisor changed firm · fact
- Charles Thomas Alvey left G. A. Repple & Company for Oneascent Financial Services Llc (registered 2025-05-01)May 15, 2025 · Advisor changed firm · fact
- 2 advisors left G. A. Repple & Company (Louisville, KY) for Oneascent Financial Services LLC on the same dayMay 15, 2025 · Team lift-out · derived
- Luke Andrew Mcclure left G. A. Repple & Company for Lpl Financial Llc (registered 2024-04-18)Apr 19, 2024 · Advisor changed firm · fact
- Matthew T Young left G. A. Repple & Company for Lpl Financial Llc (registered 2024-04-17)Apr 19, 2024 · Advisor changed firm · fact
- Allen Keller left G. A. Repple & Company for Hornor, Townsend & Kent, Llc (registered 2024-01-24)Jan 23, 2024 · Advisor changed firm · fact
- Robert William Holbrook left G. A. Repple & Company for Bob Holbrook Holdings Llc (registered 2023-04-06)Apr 18, 2023 · Advisor changed firm · fact
- Terrence Edward Rocks left G. A. Repple & Company for Inspire Advisors, Llc (registered 2023-04-24)Apr 5, 2023 · Advisor changed firm · fact
- G. A. Repple & Company reported 22 offices beyond its principal office, down from 29 (2022-12-16 to 2023-03-31)Mar 31, 2023 · Office count change · derived
- Kevin Gregory Bruce left G. A. Repple & Company for Hfg Wealth Management, Llc (registered 2023-11-03)Feb 1, 2023 · Advisor changed firm · fact
- Kevin Andre Harris (Finop) no longer on Schedule A of G. A. Repple & Company (listed 2022-03-31, absent 2022-12-16)Dec 16, 2022 · Control person left · inference
- Charlene Faith Wilson (Finop) appeared on Schedule A of G. A. Repple & CompanyDec 16, 2022 · Control person joined · fact
- G. A. Repple & Company reported 29 offices beyond its principal office, down from 42 (2021-10-28 to 2022-03-31)Mar 31, 2022 · Office count change · derived
- G. A. Repple & Company reported RAUM $539.9M, up 38% from $391.3M (2021-10-28 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Charlene Faith Wilson (Finop) no longer on Schedule A of G. A. Repple & Company (listed 2021-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Kevin Andre Harris (Finop) appeared on Schedule A of G. A. Repple & CompanyMar 31, 2021 · Control person joined · fact
- G. A. Repple & Company reported RAUM $391.3M, up 50% from $260.2M (2020-06-26 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Timothy Glenn Moyer (Coo) appeared on Schedule A of G. A. Repple & CompanyFeb 28, 2020 · Control person joined · fact
- Charlene Faith Wilson (Finop) appeared on Schedule A of G. A. Repple & CompanyFeb 28, 2020 · Control person joined · fact
- Kathleen Anne Mcqueen (Coo) no longer on Schedule A of G. A. Repple & Company (listed 2019-08-14, absent 2020-02-28)Feb 28, 2020 · Control person left · inference
- Philip Laurie Beytell (Fin & Oper Principal) no longer on Schedule A of G. A. Repple & Company (listed 2019-08-14, absent 2020-02-28)Feb 28, 2020 · Control person left · inference
- G. A. Repple & Company reported 45 offices beyond its principal office, up from 35 (2018-09-20 to 2019-03-30)Mar 30, 2019 · Office count change · derived
- Sandra Jean Albano (Compliance Officer) no longer on Schedule A of G. A. Repple & Company (listed 2018-09-20, absent 2019-03-30)Mar 30, 2019 · Control person left · inference
- Kathleen Anne Mcqueen (Coo) appeared on Schedule A of G. A. Repple & CompanyMar 30, 2019 · Control person joined · 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
- Firm profile
- linkedin.com/company/ga-repple-&-companyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- GAREPPLE.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 407-339-9090reportedpublic record, Form ADV, Mar 30, 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
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $19.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026