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

E2i Advisors, LLC

Former SEC-registered adviserPortland, OregonCRD 285987SEC 801-111058IAPD
Latest filing Jul 8, 2021
First filing on the tape Feb 13, 2017 · 19 filings
RAUM
$194M
reported, Item 5.F
Discretionary
51%
of RAUM
Private clients
51%
$99.9M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$194M as of Mar 18, 2021
Mar 30, 2018$150M then
HNW client RAUM$81.6M as of Mar 18, 2021
Mar 30, 2018$64.0M then
State-registered IARs (5.B.3)4 as of Mar 18, 2021
Mar 30, 20184 then
Employees (5.A)5 as of Mar 18, 2021
Mar 30, 20187 then
Private funds: no history
RAUM -13% over the last fiscal year+9.1% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Jul 8, 2021; every figure names its basis
RAUM per advisor
$48.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
27derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.6MderivedHNW RAUM over HNW clients
Average account
$690,442derivedRAUM over accounts (5.F.2.f)
Discretionary
51%derivedof RAUM
Institutional
49%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
1.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
-13%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-18%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$709,503, 4 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pension and profit-sharing plans$94.1M49%
  • High-net-worth individuals$81.6M42%
  • Individuals$18.3M9.4%
Individual clients
75reported
HNW clients
31reported
Pension plan clients
40reported
Charitable clients
n/areported
Accounts
281reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$709,503 for 4 clientsreported
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
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Ricardo Omar Marquez · President, Chief Compliance Officer, Chief Investment Officercontrol
    since 04/2017 · owns less than 5%
  • Ricardo Omar Marquez · Membercontrol
    since 04/2017 · owns 75% or more of Evolution 2 Independence LLC
Entity owners
  • Evolution 2 Independence LLC · Member
    direct · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
  • Ft. Lauderdale, FL2 employees
  • , 1 employees
What changed
consecutive filings, newest first
  • Accounts · 379 to 281
    Sep 2, 2020 to Mar 18, 2021
  • HNW clients · 40 to 31
    Sep 2, 2020 to Mar 18, 2021
  • Individual clients · 90 to 75
    Sep 2, 2020 to Mar 18, 2021
  • Pension plan clients · 60 to 40
    Sep 2, 2020 to Mar 18, 2021
  • Assets in custody · unset to 709503.0
    Sep 2, 2020 to Mar 18, 2021
  • Custody of client assets · false to true
    Sep 2, 2020 to Mar 18, 2021
  • Employees · 6 to 5
    Sep 2, 2020 to Mar 18, 2021
  • Financial planning clients · 0 to 1-10
    Sep 2, 2020 to Mar 18, 2021
  • Discretionary RAUM · $116M to $99.9M
    Sep 2, 2020 to Mar 18, 2021
  • HNW RAUM · $92.7M to $81.6M
    Sep 2, 2020 to Mar 18, 2021
  • Individual RAUM · $22.7M to $18.3M
    Sep 2, 2020 to Mar 18, 2021
  • Non-discretionary RAUM · $108M to $94.1M
    Sep 2, 2020 to Mar 18, 2021
  • Pension RAUM · $108M to $94.1M
    Sep 2, 2020 to Mar 18, 2021
  • RAUM · $224M to $194M
    Sep 2, 2020 to Mar 18, 2021
  • Accounts · 334 to 379
    Mar 29, 2019 to Mar 21, 2020
  • BD registered reps · 3 to 1
    Mar 29, 2019 to Mar 21, 2020
  • HNW clients · 53 to 40
    Mar 29, 2019 to Mar 21, 2020
  • Individual clients · 109 to 90
    Mar 29, 2019 to Mar 21, 2020
  • Pension plan clients · unset to 60.0
    Mar 29, 2019 to Mar 21, 2020
  • Financial planning clients · 11-25 to 0
    Mar 29, 2019 to Mar 21, 2020
  • Discretionary RAUM · $113M to $116M
    Mar 29, 2019 to Mar 21, 2020
  • HNW RAUM · $93.5M to $92.7M
    Mar 29, 2019 to Mar 21, 2020
  • Individual RAUM · $19.8M to $22.7M
    Mar 29, 2019 to Mar 21, 2020
  • Non-discretionary RAUM · $0 to $108M
    Mar 29, 2019 to Mar 21, 2020
  • Pension RAUM · unset to 108153000.0
    Mar 29, 2019 to Mar 21, 2020
  • RAUM · $113M to $224M
    Mar 29, 2019 to Mar 21, 2020
  • Accounts · 294 to 334
    Oct 29, 2018 to Mar 29, 2019
  • Advisory activities · 3 to 4
    Oct 29, 2018 to Mar 29, 2019
  • BD registered reps · 4 to 3
    Oct 29, 2018 to Mar 29, 2019
  • HNW clients · 165 to 53
    Oct 29, 2018 to Mar 29, 2019
  • Individual clients · 129 to 109
    Oct 29, 2018 to Mar 29, 2019
  • Assets in custody · 4836030.0 to unset
    Oct 29, 2018 to Mar 29, 2019
  • Custody of client assets · true to false
    Oct 29, 2018 to Mar 29, 2019
  • Employees · 7 to 6
    Oct 29, 2018 to Mar 29, 2019
  • Discretionary RAUM · $111M to $113M
    Oct 29, 2018 to Mar 29, 2019
  • HNW RAUM · $96.1M to $93.5M
    Oct 29, 2018 to Mar 29, 2019
  • Individual RAUM · $14.7M to $19.8M
    Oct 29, 2018 to Mar 29, 2019
  • RAUM · $111M to $113M
    Oct 29, 2018 to Mar 29, 2019
  • Accounts · 94 to 294
    May 29, 2018 to Jun 11, 2018
  • HNW clients · 25 to 165
    May 29, 2018 to Jun 11, 2018
Signals
3 dated events
  • E2I Advisors, Llc reported RAUM $223.8M, up 97% from $113.4M (2019-03-29 to 2020-03-21)
    Mar 21, 2020 · RAUM change · derived
  • Kendall Brian Rice (Chief Executive Officer) no longer on Schedule A of E2I Advisors, Llc (listed 2018-10-29, absent 2019-03-29)
    Mar 29, 2019 · Control person left · inference
  • Wealth Bridge Solutions, Llc filed its initial SEC registration (Form ADV)
    Feb 13, 2017 · 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