DFX Intelligence

RIA Intelligence

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SEC-registered adviser

S•••••• H••• I• L••

Independent wealth managerCRD 282237SEC 801-121269website IAPD

Latest filing Jan 28, 2026

First filing on the tape Nov 30, 2015 · 27 filings

SEC status approved since May 21, 2021

RAUM

$33.0M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$33.0M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

27 filings and snapshots on the tape

RAUM$33.0M as of Jan 28, 2026

Mar 23, 2022$33.0M then

HNW client RAUM$33.0M as of Jan 28, 2026

Mar 23, 2022$33.0M then

State-registered IARs (5.B.3)0 as of Jan 28, 2026

Mar 30, 20180 then

Employees (5.A)2 as of Jan 28, 2026

Mar 30, 20182 then

Private funds: no history

RAUM +0.0% over the last fiscal year+0.0% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jan 28, 2026; 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: $33.0MderivedRAUM 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: +0.0%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 assetsreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$33.0M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

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

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

A••••• M••••• M••••• · Managing Member/Ccocontrol
since 09/2013 · owns 25% to 50%
H••••••••• S••••••• D•••••• · Senior Managing Membercontrol
since 09/2013 · owns 50% to 75%

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

Financial planning clients · 0 to 0
May 27, 2024 to Feb 6, 2025
HQ city · unset to
May 27, 2024 to Feb 6, 2025
HQ state · unset to
May 27, 2024 to Feb 6, 2025
Advisory activities · 1 to 2
Aug 21, 2023 to Feb 21, 2024
HNW RAUM · unset to 33000000.0
Nov 1, 2021 to Mar 23, 2022
Individual RAUM · $33.0M to $0
Nov 1, 2021 to Mar 23, 2022
Pension RAUM · unset to 0.0
Nov 1, 2021 to Mar 23, 2022
Pooled vehicle RAUM · unset to 0.0
Nov 1, 2021 to Mar 23, 2022
Discretionary RAUM · unset to 33000000.0
Apr 21, 2021 to Sep 19, 2021
Individual RAUM · unset to 33000000.0
Apr 21, 2021 to Sep 19, 2021
Non-discretionary RAUM · unset to 0.0
Apr 21, 2021 to Sep 19, 2021
RAUM · unset to 33000000.0
Apr 21, 2021 to Sep 19, 2021
Accounts · unset to 1.0
Apr 21, 2021 to Sep 19, 2021
Other offices · 1 to 0
Jun 27, 2019 to Dec 10, 2019
Other offices · unset to 1.0
Nov 8, 2016 to Mar 30, 2018
HQ city · BUFFALO to unset
Apr 26, 2016 to Jun 17, 2016
HQ state · WY to unset
Apr 26, 2016 to Jun 17, 2016
HQ city · unset to BUFFALO
Dec 3, 2015 to Apr 26, 2016
HQ state · unset to WY
Dec 3, 2015 to Apr 26, 2016

Signals

1 dated events

S•••••• H••• I• L•• filed its initial SEC registration (Form ADV)
Nov 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.

How to reach

public business contact points only, each with its source

Business phone: 786-292-0051reportedpublished by the firm, firm site, Sep 17, 2026
Website: S••••••H•••ILLC.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 786-256-8882reportedpublic record, Form ADV, Jan 28, 2026
Contact form: s•••••••••.comreportedpublished by the firm, firm site, Sep 17, 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: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026