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.

Former SEC-registered adviser

Dvdendo, Inc.

Former SEC-registered adviserCoral Gables, FloridaCRD 175435SEC 801-107076IAPD
Latest filing Sep 24, 2019
First filing on the tape Dec 16, 2015 · 18 filings
RAUM
$969,761
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$969,761 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$969,761 as of Feb 14, 2019
Mar 10, 2016$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 14, 2019
Mar 10, 20161 then
Employees (5.A)8 as of Feb 14, 2019
Mar 10, 20161 then
Private funds: no history
RAUM +142% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 24, 2019; every figure names its basis
RAUM per advisor
unknownderivedRAUM 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
$24derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+142%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Wrap fee program
$969,761reportedItem 5.I
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
  • Individuals$969,761100%
Individual clients
40,476reported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
40,476reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Brian Matthew Meehan · Shareholdercontrol
    since 02/2017 · owns 10% to 25%
  • Gabriel Montoya · Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholdercontrol
    since 02/2017 · owns 25% to 50%
  • Ernesto Tinajero · Ownercontrol
    since 08/2018 · owns 75% or more of Innokap Inversiones De Capital, Sa De Cv
Entity owners
  • Dila Capital S.A. De C.V · Shareholder
    direct · owns 10% to 25%
  • Ideas & Capital Uno, S.A.P.I. De C.V. · Shareholder
    direct · owns 10% to 25%
  • Innokap Inversiones De Capital, Sa De Cv · Shareholder
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 12,812 to 40,476
    Jan 26, 2018 to Feb 14, 2019
  • Individual clients · 12,812 to 40,476
    Jan 26, 2018 to Feb 14, 2019
  • Employees · 7 to 8
    Jan 26, 2018 to Feb 14, 2019
  • Discretionary RAUM · $399,983 to $969,761
    Jan 26, 2018 to Feb 14, 2019
  • Individual RAUM · $399,983 to $969,761
    Jan 26, 2018 to Feb 14, 2019
  • RAUM · $399,983 to $969,761
    Jan 26, 2018 to Feb 14, 2019
  • Accounts · 39 to 12,812
    Aug 15, 2017 to Jan 26, 2018
  • Business name · DVDENDO, LLC to DVDENDO, INC.
    Aug 15, 2017 to Jan 26, 2018
  • Individual clients · unset to 12812.0
    Aug 15, 2017 to Jan 26, 2018
  • Employees · 2 to 7
    Aug 15, 2017 to Jan 26, 2018
  • Other offices · unset to 0.0
    Aug 15, 2017 to Jan 26, 2018
  • Discretionary RAUM · $13,097 to $399,983
    Aug 15, 2017 to Jan 26, 2018
  • Individual RAUM · unset to 399983.0
    Aug 15, 2017 to Jan 26, 2018
  • RAUM · $13,097 to $399,983
    Aug 15, 2017 to Jan 26, 2018
  • Wrap assets (manager) · unset to 0.0
    Aug 15, 2017 to Jan 26, 2018
  • Wrap assets (sponsor) · unset to 0.0
    Aug 15, 2017 to Jan 26, 2018
  • Legal name · DVDEND LLC to DVDENDO, INC.
    Jul 31, 2017 to Aug 4, 2017
  • Succession · true to false
    Jul 31, 2017 to Aug 4, 2017
  • Organization form · Limited Liability Company to Corporation
    Mar 14, 2017 to Jul 31, 2017
  • Succession · false to true
    Mar 14, 2017 to Jul 31, 2017
  • Accounts · 0 to 39
    Feb 16, 2017 to Mar 14, 2017
  • Advisory employees · 2 to 1
    Feb 16, 2017 to Mar 14, 2017
  • Employees · 3 to 2
    Feb 16, 2017 to Mar 14, 2017
  • HQ city · MIAMI to CORAL GABLES
    Feb 16, 2017 to Mar 14, 2017
  • State-registered IARs · 1 to 0
    Feb 16, 2017 to Mar 14, 2017
  • Discretionary RAUM · $0 to $13,097
    Feb 16, 2017 to Mar 14, 2017
  • RAUM · $0 to $13,097
    Feb 16, 2017 to Mar 14, 2017
  • Business name · DVDEND LLC to DVDENDO, LLC
    Apr 25, 2016 to May 6, 2016
  • Advisory employees · 1 to 2
    Mar 10, 2016 to Apr 25, 2016
  • Employees · 1 to 3
    Mar 10, 2016 to Apr 25, 2016
Signals
3 dated events
  • Ernesto Tinajero (Owner) appeared on Schedule A of Dvdendo, Inc.
    Feb 14, 2019 · Control person joined · fact
  • Dvdendo, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Jul 31, 2017 · Succession (Item 4) · fact
  • Dvdend Llc filed its initial SEC registration (Form ADV)
    Dec 16, 2015 · 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.
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
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026