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
M•••••• W••••• M•••••••••
Legal name M••••••• L••
Latest filing Mar 10, 2026
First filing on the tape Jul 28, 2020 · 16 filings
SEC status approved since Aug 24, 2020
RAUM
$695M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
99%
$689M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$347M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$695M as of Mar 10, 2026
Mar 25, 2021$127M then
HNW client RAUM$679M as of Mar 10, 2026
Mar 25, 2021$116M then
State-registered IARs (5.B.3)2 as of Mar 10, 2026
Mar 25, 20211 then
Employees (5.A)3 as of Mar 10, 2026
Mar 25, 20211 then
Private funds: no history
RAUM +44% over the last fiscal year+48% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $347MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 76derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.1MderivedHNW RAUM over HNW clients
- Average account
- $919,189derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +30%derived
- Compensation
- hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $74.9M, 29 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$679M98%
- Individuals$9.8M1.4%
- Corporations and businesses$6.3M0.9%
- Individual clients
- 40reported
- HNW clients
- 112reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 756reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $74.9M for 29 clientsreported
- Compensation
- fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••• M• G•••••••Chartered Financial Analyst | Newton, Ma | Apr 25, 2017 | 17 y | 3 |
| S•••• P•••••• K••••Certified Financial Planner, Chartered Financial Analyst | Newton, Ma | Jul 26, 2023 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 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
- S•••• P•••••• K•••• from P••••• I••••••••• M••••••••• L••Jul 26, 2023 · Other
- A••• M• G••••••• from M•••••••• • C•••••• I•••Apr 25, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••••••• A•••• M• · Founder And Chief Compliance Officercontrolsince 03/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newton, Ma | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 10, 2026RAUM (Item 5.F) moved from $481,532,920 to $694,906,748 (+44.0%) between the annual amendments of 2025-03-24 and 2026-03-10; the peer median change was +16.0% (1385 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,385) · 92% percentile
What changed
consecutive filings, newest first
- RAUM · $482M to $695MAug 4, 2025 to Mar 10, 2026
- Accounts · 569 to 756Aug 4, 2025 to Mar 10, 2026
- HNW clients · 87 to 112Aug 4, 2025 to Mar 10, 2026
- Individual clients · 30 to 40Aug 4, 2025 to Mar 10, 2026
- Assets in custody · $25.7M to $74.9MAug 4, 2025 to Mar 10, 2026
- Employees · 2 to 3Aug 4, 2025 to Mar 10, 2026
- Financial planning clients · 11-25 to 26-50Aug 4, 2025 to Mar 10, 2026
- Discretionary RAUM · $458M to $672MAug 4, 2025 to Mar 10, 2026
- HNW RAUM · $467M to $679MAug 4, 2025 to Mar 10, 2026
- Individual RAUM · $8.5M to $9.8MAug 4, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $23.6M to $23.1MAug 4, 2025 to Mar 10, 2026
- Accounts · 439 to 569Feb 2, 2024 to Mar 24, 2025
- HNW clients · 71 to 87Feb 2, 2024 to Mar 24, 2025
- Individual clients · 25 to 30Feb 2, 2024 to Mar 24, 2025
- Assets in custody · $20.8M to $25.7MFeb 2, 2024 to Mar 24, 2025
- Financial planning clients · 1-10 to 11-25Feb 2, 2024 to Mar 24, 2025
- HQ city · unset to Feb 2, 2024 to Mar 24, 2025
- HQ state · unset to Feb 2, 2024 to Mar 24, 2025
- Discretionary RAUM · $326M to $458MFeb 2, 2024 to Mar 24, 2025
- HNW RAUM · $341M to $467MFeb 2, 2024 to Mar 24, 2025
- Individual RAUM · $3.8M to $8.5MFeb 2, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $24.9M to $23.6MFeb 2, 2024 to Mar 24, 2025
- RAUM · $350M to $482MFeb 2, 2024 to Mar 24, 2025
- Accounts · 282 to 439Jul 27, 2023 to Feb 2, 2024
- HNW clients · 46 to 71Jul 27, 2023 to Feb 2, 2024
- Individual clients · 33 to 25Jul 27, 2023 to Feb 2, 2024
- Assets in custody · $19.0M to $20.8MJul 27, 2023 to Feb 2, 2024
- Discretionary RAUM · $201M to $326MJul 27, 2023 to Feb 2, 2024
- HNW RAUM · $199M to $341MJul 27, 2023 to Feb 2, 2024
- Individual RAUM · $10.0M to $3.8MJul 27, 2023 to Feb 2, 2024
- Non-discretionary RAUM · $12.8M to $24.9MJul 27, 2023 to Feb 2, 2024
- RAUM · $213M to $350MJul 27, 2023 to Feb 2, 2024
- Advisory employees · 1 to 2Mar 22, 2023 to Jul 27, 2023
- Employees · 1 to 2Mar 22, 2023 to Jul 27, 2023
- State-registered IARs · 1 to 2Mar 22, 2023 to Jul 27, 2023
- Accounts · 218 to 282Apr 1, 2022 to Mar 20, 2023
- HNW clients · 35 to 46Apr 1, 2022 to Mar 20, 2023
- Individual clients · 27 to 33Apr 1, 2022 to Mar 20, 2023
- Assets in custody · $19.6M to $19.0MApr 1, 2022 to Mar 20, 2023
- Financial planning clients · 11-25 to 1-10Apr 1, 2022 to Mar 20, 2023
Signals
4 dated events
- M•••••• W••••• M••••••••• reported RAUM $694.9M, up 44% from $481.5M (2025-08-04 to 2026-03-10)Mar 10, 2026 · RAUM change · derived
- M•••••• W••••• M••••••••• reported RAUM $481.5M, up 37% from $350.4M (2024-02-02 to 2025-03-24)Mar 24, 2025 · RAUM change · derived
- M•••••• W••••• M••••••••• reported RAUM $350.4M, up 64% from $213.3M (2023-07-27 to 2024-02-02)Feb 2, 2024 · RAUM change · derived
- M•••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Jul 28, 2020 · 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
- Firm profile
- linkedin.com/company/mayportreportedpublic record, Form ADV, Sep 18, 2026
- Website
- thecenterlane.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-545-5700reportedpublic record, Form ADV, Mar 10, 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
- $347Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026