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

One Source Health & Wealth Management

Former SEC-registered adviserCRD 194511SEC 801-96257IAPD
Legal name Voluntary Benefits Advisory Network, LLC
Latest filing Jan 15, 2016
First filing on the tape Apr 30, 2015 · 11 filings
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
1 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$0 as of Jan 15, 2016
Apr 30, 2015$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jan 15, 2016
Apr 30, 20151 then
Employees (5.A)3 as of Jan 15, 2016
Apr 30, 20155 then
Private funds: no history
Practice profile
derived from the filing of Jan 15, 2016; every figure names its basis
RAUM per advisor
$0derivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 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)
  • 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
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
0reported
Financial planning clients
0reported
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
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
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Laverne Chadrick Frazier · Managing Member And Foundercontrol
      since 03/2015 · owns 25% to 50%
    • Paul Anthony Stornetta · Member And President Of Insurance Servicescontrol
      since 08/2015 · owns 10% to 25%
    • Sargent Philip Taylor · Member, President And Chief Compliance Officercontrol
      since 12/2015 · owns 25% to 50%
    • Allen Matthew Schafer · Ownercontrol
      since 08/2015 · owns 75% or more of Benefit & Risk Management Services, Inc.
    Entity owners
    • Benefit & Risk Management Services, Inc. · Member/Investor
      direct · owns 5% to 10%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    • Folsom, CA
    What changed
    consecutive filings, newest first
    • HQ city · SCOTTSDALE to unset
      Dec 22, 2015 to Jan 4, 2016
    • HQ state · AZ to unset
      Dec 22, 2015 to Jan 4, 2016
    • Employees · 5 to 3
      Jul 29, 2015 to Dec 22, 2015
    • HQ city · FOLSOM to SCOTTSDALE
      Jul 29, 2015 to Dec 22, 2015
    • HQ state · CA to AZ
      Jul 29, 2015 to Dec 22, 2015
    • Advisory activities · 3 to 2
      Jun 2, 2015 to Jun 24, 2015
    • HQ city · PEMBROKE to FOLSOM
      Apr 30, 2015 to Jun 2, 2015
    • HQ state · MA to CA
      Apr 30, 2015 to Jun 2, 2015
    Signals
    4 dated events
    • John Vincent Scambray left One Source Health & Wealth Management for Onesource Wealth Management (registered 2025-01-02)
      Dec 31, 2022 · Advisor changed firm · fact
    • Douglas Emitte left One Source Health & Wealth Management for Onesource Wealth Management (registered 2022-06-24)
      Dec 31, 2022 · Advisor changed firm · fact
    • 2 advisors left One Source Health & Wealth Management (Granite Bay, CA) for Onesource Wealth Management on the same day
      Dec 31, 2022 · Team lift-out · derived
    • One Source Health & Wealth Management filed its initial SEC registration (Form ADV)
      Apr 30, 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