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.
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SEC-registered adviser
M••••• I••••••••• L••
Latest filing Mar 13, 2026
First filing on the tape Nov 4, 2016 · 89 filings
SEC status approved since Nov 15, 2016
RAUM
$219M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$218M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$19.9M
derived; firm RAUM over IAPD count
Employees
21
10 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
0
reported on Schedule D
History
89 filings and snapshots on the tape
RAUM$219M as of Mar 13, 2026
Mar 31, 2017$5.1M then
HNW client RAUM$72.3M as of Mar 13, 2026
Mar 23, 2018$5.2M then
State-registered IARs (5.B.3)10 as of Mar 13, 2026
Mar 31, 201711 then
Employees (5.A)21 as of Mar 13, 2026
Mar 31, 201714 then
Private funds: no history
RAUM +17% over the last fiscal year+23% a year over threeIARs 14 to 10offices 12 to 10
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- p••••••• led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $19.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 65derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $163,853derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 1.0derived11 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- -29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -29%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Financial planning clients
- 800reportedItem 5.H
- Custody
- $170M, 305 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$146M66%
- High-net-worth individuals$72.3M33%
- Pension and profit-sharing plans$1.2M0.6%
- Individual clients
- 678reported
- HNW clients
- 42reported
- Pension plan clients
- 6reported
- Charitable clients
- 0reported
- Accounts
- 1,337reported
- Financial planning clients
- 800reported
- Wrap fee programs
- noreported
- Custody of client assets
- $170M for 305 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• G••••• T••••• | Port St Lucie, Fl | Dec 19, 2016 | 18 y | 2 |
| P•••••• D••••• M•••••••• | Oklahoma City, Ok | Feb 1, 2017 | 17 y | 2 |
| C•••••••• J••••• H•••••• | Mound, Mn | Sep 25, 2017 | 11 y | 0 |
| K•••••••• M••• S••••••••• | St Louis Park, Mn | May 17, 2019 | 26 y | 1 |
| S•••••• G•••• D•••Certified Financial Planner | Port St Lucie, Fl | Apr 20, 2021 | 16 y | 2 |
| O••• P• T••••••• | Port St Lucie, Fl | Mar 18, 2022 | 12 y | 1 |
| A••••• N• K••••••• | Port St Lucie, Fl | May 25, 2022 | 10 y | 3 |
| J••• E•••••••• B••••••• | Port St Lucie, Fl | Oct 12, 2023 | 17 y | 2 |
| C•••••••• W•••• K•••••••• | Port St Lucie, Fl | Oct 16, 2023 | 30 y | 4 |
| M•••••• J•••• N••• | Port St Lucie, Fl | Jun 12, 2026 | 11 y | 0 |
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 36% of current headcount5 left over 36 months
Left, latest
- S••• A•••• M•••• to T••••••••• C•••••• L••Sep 17, 2026 · RIA to RIA
- M•••• H•••• to P••••••••• C•••••• A•••••••Apr 30, 2026 · RIA to RIA
- A••• E•••••••• C••••••• to T•• A•••••••• I•••Dec 19, 2025 · RIA to affiliated broker-dealer or bank
- R••••• D••••• B•••• to A•••••••• C•••••• M•••••••••Oct 23, 2025 · RIA to RIA
- G•••• N•••••••• to P••••••••• C•••••• A•••••••May 23, 2024 · RIA to RIA
- B•••• E••••••• C••••• to A••••••• E•••••• W••••• M••••••••• L••Jan 18, 2022 · RIA to a state-registered adviser
- D•••• W•••••• B••• to O••••Jan 18, 2022 · Other
- E••••• T••••• O•••••• to O••••Jan 18, 2022 · Other
- T••• D••••• C••••••••• to F•• W••••• M••••••••• L••Jan 18, 2022 · RIA to affiliated broker-dealer or bank
- M••• E••••• S••••••• to O••••Jan 18, 2022 · Other
- D••• E••••• P••••• to P•••••• C••••• A•••••• G••••• L••Sep 23, 2021 · RIA to RIA
- R••••• L••••• M•••••• to M•••••• F•••••••• G••••Aug 31, 2020 · RIA to RIA
- R•••••• A•••• B••• to F••••• W••••• W••••• M••••••••• L••Aug 20, 2019 · RIA to RIA
- C•••••• S•••• P••••••• to A•••• I••••••••• S••••••••• L••Dec 11, 2018 · RIA to a state-registered adviser
- F•••• J••••• J•••• I•• to C••••••••• W•••••• L••Mar 22, 2018 · Other
Joined, latest
- C•••••••• W•••• K•••••••• from J•••••• C•••••• M••••••••• L••Oct 16, 2023 · Other
- J••• E•••••••• B••••••• from J•••••• C•••••• M••••••••• L••Oct 12, 2023 · Other
- S••• A•••• M•••• from C••••••••• W•••••• L••Sep 8, 2022 · RIA to RIA
- A••••• N• K••••••• from P•• M•••••• A•••••• S••••••••• I•••May 25, 2022 · Affiliated broker-dealer or bank to independent RIA
- O••• P• T••••••• from F••••••••• I••••••••• A••••••• L••Mar 18, 2022 · RIA to RIA
- D••• E••••• P••••• from O••••Apr 29, 2021 · RIA to RIA
- S•••••• G•••• D••• from F••••• C••••••• L••Apr 20, 2021 · RIA to RIA
- K•••••••• M••• S••••••••• from H•••••• I••••••••• I•••May 17, 2019 · RIA to RIA
- D•••• W•••••• B••• from A•••• I••••••••• A•••••••• L••May 14, 2019 · RIA to RIA
- B•••• E••••••• C••••• from I•••••••• A•••••••• L••Feb 1, 2019 · RIA to RIA
- M••• E••••• S••••••• from L•• F•••••••• L••Sep 5, 2017 · Other
- C•••••• S•••• P••••••• from B••••••••• C•••••• M••••••••• L••Aug 3, 2017 · Other
- J••••• K••• G•••••••• from A••••••• I••••••••• S•••••••Jul 26, 2017 · Other
- E••••• T••••• O•••••• from U•• F•••••••• S••••••••• L••Jun 29, 2017 · Other
- T•• M•••••• S•••••• from I•••••••• A•••••••• L••Apr 11, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- T•••••• M••••••• G••••• · Managing Member/President/Ccocontrolsince 09/2016 · owns 75% or more
Related persons
Schedule D 7.A
- M••• T•••••• I•••real estaten
- M••••• A••••••• I•••real estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Port St Lucie, Fl · principal | 9 | 1 | 3 | ||
| St Louis Park, Mn | 2 | 1 | 0 | ||
| Deland, Fl | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Augusta, GA1 employees
- Boise, ID1 employees
- Chatham, MA1 employees
- Deland, FL1 employees
- Fresno, CA1 employees
- Lubbock, TX1 employees
- Oklahoma City, OK1 employees
- St. Louis Park, MN1 employees
- Stuart, FL1 employees
- Wellington, FL1 employees
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- c•••••s down average size upCombination · filing Mar 13, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $187,093,402 to $219,071,944, advisors 14 to 10, private clients 1008 to 720, offices 12 to 10 (2025-03-24 to 2026-03-13)peers: independent wealth managers, $100M to $500M (5,676)
- employee count dropChange between filings · filing Mar 13, 2026employees (Item 5.A) moved from 40.0 to 21.0 (-48.0%) between the annual amendments of 2025-03-24 and 2026-03-13; the peer median change was 0.0% (507 comparable advisers, 3.0th percentile of changes)peers: independent wealth managers, $100M to $500M (507) · 2.8% percentile
What changed
consecutive filings, newest first
- Accounts · 1,568 to 1,337May 12, 2025 to Mar 13, 2026
- Advisory employees · 15 to 10May 12, 2025 to Mar 13, 2026
- HNW clients · 49 to 42May 12, 2025 to Mar 13, 2026
- Individual clients · 959 to 678May 12, 2025 to Mar 13, 2026
- Pension plan clients · 3 to 6May 12, 2025 to Mar 13, 2026
- Assets in custody · $24.0M to $170MMay 12, 2025 to Mar 13, 2026
- Employees · 41 to 21May 12, 2025 to Mar 13, 2026
- State-registered IARs · 15 to 10May 12, 2025 to Mar 13, 2026
- Other offices · 12 to 10May 12, 2025 to Mar 13, 2026
- Discretionary RAUM · $187M to $219MMay 12, 2025 to Mar 13, 2026
- HNW RAUM · $62.9M to $72.3MMay 12, 2025 to Mar 13, 2026
- Individual RAUM · $123M to $146MMay 12, 2025 to Mar 13, 2026
- Pension RAUM · $828,421 to $1.2MMay 12, 2025 to Mar 13, 2026
- RAUM · $187M to $219MMay 12, 2025 to Mar 13, 2026
- Advisory employees · 14 to 15Mar 24, 2025 to May 12, 2025
- Employees · 40 to 41Mar 24, 2025 to May 12, 2025
- Financial planning clients · More than 500 to More than 500Mar 24, 2025 to May 12, 2025
- State-registered IARs · 14 to 15Mar 24, 2025 to May 12, 2025
- Accounts · 1,628 to 1,568Dec 23, 2024 to Mar 24, 2025
- Advisory activities · 3 to 2Dec 23, 2024 to Mar 24, 2025
- HNW clients · 366 to 49Dec 23, 2024 to Mar 24, 2025
- Individual clients · 679 to 959Dec 23, 2024 to Mar 24, 2025
- Pension plan clients · 16 to 3Dec 23, 2024 to Mar 24, 2025
- Assets in custody · $130M to $24.0MDec 23, 2024 to Mar 24, 2025
- Discretionary RAUM · $161M to $187MDec 23, 2024 to Mar 24, 2025
- HNW RAUM · $52.6M to $62.9MDec 23, 2024 to Mar 24, 2025
- Individual RAUM · $103M to $123MDec 23, 2024 to Mar 24, 2025
- Pension RAUM · $5.5M to $828,421Dec 23, 2024 to Mar 24, 2025
- RAUM · $161M to $187MDec 23, 2024 to Mar 24, 2025
- Advisory employees · 13 to 14Aug 6, 2024 to Oct 25, 2024
- Employees · 39 to 40Aug 6, 2024 to Oct 25, 2024
- State-registered IARs · 13 to 14Aug 6, 2024 to Oct 25, 2024
- Advisory employees · 14 to 13Mar 29, 2024 to Jun 17, 2024
- Employees · 40 to 39Mar 29, 2024 to Jun 17, 2024
- State-registered IARs · 14 to 13Mar 29, 2024 to Jun 17, 2024
- Other offices · 13 to 12Mar 29, 2024 to Jun 17, 2024
- Accounts · 722 to 1,628Mar 13, 2024 to Mar 29, 2024
- Advisory employees · 12 to 14Mar 13, 2024 to Mar 29, 2024
- HNW clients · 19 to 366Mar 13, 2024 to Mar 29, 2024
- Individual clients · 703 to 679Mar 13, 2024 to Mar 29, 2024
Signals
14 dated events
- S••• A•••• M•••• left M••••• I••••••••• L•• for T••••••••• C•••••• L•• (registered 2026-09-17)Sep 17, 2026 · a•••••• firm change · fact
- M•••• H•••• left M••••• I••••••••• L•• for P••••••••• C•••••• A••••••• (registered 2026-04-30)Apr 30, 2026 · a•••••• firm change · fact
- A••• E•••••••• C••••••• left M••••• I••••••••• L•• for T•• A•••••••• I••• (registered 2026-03-03)Dec 19, 2025 · a•••••• firm change · fact
- R••••• D••••• B•••• left M••••• I••••••••• L•• for A•••••••• C•••••• M••••••••• (registered 2025-10-31)Oct 23, 2025 · a•••••• firm change · fact
- G•••• N•••••••• left M••••• I••••••••• L•• for P••••••••• C•••••• A••••••• (registered 2024-05-06)May 23, 2024 · a•••••• firm change · fact
- B•••• E••••••• C••••• left M••••• I••••••••• L•• for A••••••• E•••••• W••••• M••••••••• L•• (registered 2021-05-14)Jan 18, 2022 · a•••••• firm change · fact
- D•••• W•••••• B••• left M••••• I••••••••• L•• for O•••• (registered 2021-04-27)Jan 18, 2022 · a•••••• firm change · fact
- M••• E••••• S••••••• left M••••• I••••••••• L•• for O•••• (registered 2022-01-03)Jan 18, 2022 · a•••••• firm change · fact
- 2 advisors left M••••• I••••••••• L•• (Lenexa, KS) for O•••• on the same dayJan 18, 2022 · Team lift-out · derived
- T••• D••••• C••••••••• left M••••• I••••••••• L•• for F•• W••••• M••••••••• L•• (registered 2022-11-03)Jan 18, 2022 · a•••••• firm change · fact
- E••••• T••••• O•••••• left M••••• I••••••••• L•• for O•••• (registered 2021-04-16)Jan 18, 2022 · a•••••• firm change · fact
- M••••• I••••••••• L•• reported 0 state-registered advisory representatives, down from 11 (2020-08-31 to 2021-03-17)Mar 17, 2021 · ria a•••••• headcount change · derived
- M••••• I••••••••• L•• reported 11 offices beyond its principal office, up from 5 (2018-12-11 to 2018-12-26)Dec 26, 2018 · Office count change · derived
- M••••• I••••••••• L•• filed its initial SEC registration (Form ADV)Nov 4, 2016 · 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
- 877-766-8488reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/fresno-financial-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/the-terrio-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- motiv8investments.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 772-247-4488reportedpublic record, Form ADV, Mar 13, 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
- $19.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026