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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
E••••••••
Legal name E•••••••• L••
Latest filing Feb 4, 2026
First filing on the tape Jun 14, 2024 · 3 filings
SEC status approved since Jul 12, 2024
RAUM
$253M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$253M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$253M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$253M as of Feb 4, 2026
Mar 31, 2025$202M then
HNW client RAUM$245M as of Feb 4, 2026
Mar 31, 2025$193M then
State-registered IARs (5.B.3)1 as of Feb 4, 2026
Mar 31, 20251 then
Employees (5.A)1 as of Feb 4, 2026
Mar 31, 20251 then
Private funds: no history
RAUM +25% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Feb 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $253MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 80derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $649,543derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 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
- 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
- High-net-worth individuals$245M97%
- Individuals$8.2M3.2%
- Individual clients
- 20reported
- HNW clients
- 60reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 390reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B••••••• R••••• B••••Certified Financial Planner | Rockville, Md | Dec 8, 2025 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B••••••• R••••• B•••• from F•••• W••••• M••••••••• L•••Dec 8, 2025 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• B•••••••• R••••• · Managing Member & Ccocontrolsince 07/2016 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Bethesda, MD1 employees
What changed
consecutive filings, newest first
- Accounts · 341 to 390Mar 31, 2025 to Feb 4, 2026
- HNW clients · 51 to 60Mar 31, 2025 to Feb 4, 2026
- Individual clients · 23 to 20Mar 31, 2025 to Feb 4, 2026
- Discretionary RAUM · $202M to $253MMar 31, 2025 to Feb 4, 2026
- HNW RAUM · $193M to $245MMar 31, 2025 to Feb 4, 2026
- Individual RAUM · $8.8M to $8.2MMar 31, 2025 to Feb 4, 2026
- RAUM · $202M to $253MMar 31, 2025 to Feb 4, 2026
- Accounts · 327 to 341Jun 14, 2024 to Mar 31, 2025
- HNW clients · 47 to 51Jun 14, 2024 to Mar 31, 2025
- Individual clients · 25 to 23Jun 14, 2024 to Mar 31, 2025
- Financial planning clients · 51-100 to 51-100Jun 14, 2024 to Mar 31, 2025
- HQ city · unset to Jun 14, 2024 to Mar 31, 2025
- HQ state · unset to Jun 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $179M to $202MJun 14, 2024 to Mar 31, 2025
- HNW RAUM · $168M to $193MJun 14, 2024 to Mar 31, 2025
- Individual RAUM · $11.3M to $8.8MJun 14, 2024 to Mar 31, 2025
- RAUM · $179M to $202MJun 14, 2024 to Mar 31, 2025
Signals
1 dated events
- Entelechy filed its initial SEC registration (Form ADV)Jun 14, 2024 · 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
- 202-770-2007reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/E••••••••-LLCreportedpublic record, Form ADV, Sep 19, 2026
- Website
- E••••••••.COreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 202-770-2007reportedpublic record, Form ADV, Feb 4, 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
- $253Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026