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

The Connemara Group, LLC

Former SEC-registered adviserGaithersburg, MarylandCRD 281262SEC 801-127120IAPD
Latest filing Mar 14, 2023
First filing on the tape Nov 30, 2022 · 5 filings
RAUM
$236M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$236M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$236M as of Mar 14, 2023
Nov 30, 2022$114M then
HNW client RAUM$236M as of Mar 14, 2023
Nov 30, 2022$114M then
State-registered IARs (5.B.3)3 as of Mar 14, 2023
Nov 30, 20222 then
Employees (5.A)6 as of Mar 14, 2023
Nov 30, 20227 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 14, 2023; every figure names its basis
RAUM per advisor
$78.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.4MderivedHNW RAUM over HNW clients
Average account
$754,694derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
0.6derived5 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, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Wrap fee program
$472MreportedItem 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)
  • 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$236M100%
Individual clients
n/areported
HNW clients
69reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
313reported
Financial planning clients
101-250reported
Wrap fee programs
$236M sponsored, $236M 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
  • Blakely Thomas Conway · Managing Member & Chief Compliance Officercontrol
    since 06/2016 · owns 75% or more
  • Christopher David Quinn · Director Of Investing And Chief Financial Technology Officer
    since 07/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Bowling Gree, Ky000
Cody, Wy000
Washington, Dc000
Offices
Schedule D 1.F, the 25 largest
  • Bethesda, MD2 employees
  • Mclean, VA2 employees
  • Washington, DC2 employees
  • Bowling Green, KY1 employees
What changed
consecutive filings, newest first
  • Other offices · 3 to 4
    Mar 3, 2023 to Mar 10, 2023
  • Accounts · 140 to 313
    Nov 30, 2022 to Mar 3, 2023
  • Advisory employees · 6 to 5
    Nov 30, 2022 to Mar 3, 2023
  • HNW clients · 52 to 69
    Nov 30, 2022 to Mar 3, 2023
  • Employees · 7 to 6
    Nov 30, 2022 to Mar 3, 2023
  • Insurance-licensed employees · 1 to 2
    Nov 30, 2022 to Mar 3, 2023
  • State-registered IARs · 2 to 3
    Nov 30, 2022 to Mar 3, 2023
  • Discretionary RAUM · $114M to $236M
    Nov 30, 2022 to Mar 3, 2023
  • HNW RAUM · $114M to $236M
    Nov 30, 2022 to Mar 3, 2023
  • RAUM · $114M to $236M
    Nov 30, 2022 to Mar 3, 2023
  • Wrap assets (manager) · $0 to $236M
    Nov 30, 2022 to Mar 3, 2023
  • Wrap assets (sponsor) · $0 to $236M
    Nov 30, 2022 to Mar 3, 2023
Signals
6 dated events
  • David Christopher Quinn left The Connemara Group, Llc for Pine Harbor Wealth Management Llc (registered 2022-09-20)
    Dec 14, 2023 · Advisor changed firm · fact
  • Joshua G Barbin left The Connemara Group, Llc for Alternative Financial Planning (registered 2024-04-27)
    Dec 1, 2023 · Advisor changed firm · fact
  • Zachary Daniel Taylor left The Connemara Group, Llc for Lifetime Wealth Management P.C. (registered 2024-03-28)
    Dec 1, 2023 · Advisor changed firm · fact
  • The Connemara Group, Llc reported RAUM $236.2M, up 108% from $113.8M (2022-11-30 to 2023-03-03)
    Mar 3, 2023 · RAUM change · derived
  • The Connemara Group, Llc filed its initial SEC registration (Form ADV)
    Nov 30, 2022 · First SEC registration · fact
  • Yuanyuan Che left The Connemara Group, Llc for Austin Asset (registered 2023-03-30)
    Jun 9, 2022 · Advisor changed firm · 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