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
A••••• G•••• P•••••••• L••
Latest filing Mar 26, 2026
First filing on the tape May 15, 2017 · 32 filings
SEC status approved since May 25, 2017
RAUM
$748M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
80%
$597M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$748M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$748M as of Mar 26, 2026
Mar 24, 2018$300M then
HNW client RAUM$594M as of Mar 26, 2026
Mar 24, 2018$282M then
State-registered IARs (5.B.3)1 as of Mar 26, 2026
Mar 24, 20182 then
Employees (5.A)2 as of Mar 26, 2026
Mar 24, 20183 then
Private funds: no history
RAUM +35% over the last fiscal year+17% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 26, 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
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $748MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $17.0MderivedHNW RAUM over HNW clients
- Average account
- $4.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.8%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $42.0M, 5 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$594M80%
- Corporations and businesses$88.5M12%
- Charitable organizations$61.5M8.2%
- Individuals$2.8M0.4%
- Individual clients
- 12reported
- HNW clients
- 35reported
- Pension plan clients
- 0reported
- Charitable clients
- 6reported
- Accounts
- 175reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $42.0M for 5 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.8 fund_share=0.0 institutional_share=0.08 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 |
|---|---|---|---|---|
| P•••• J••••••• A•••••• | Dallas, Tx | Sep 18, 2017 | 14 y | 0 |
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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• P••••• J••••••• · Presidentcontrolsince 01/2019 · owns 75% or more
- I••••• J••••••••• I•• · Trusteecontrolsince 04/2014 · owns 75% or more of J•••••••• I•••• R•••••••• T••••
- A••••••• P••••• L•• · Membersince 07/2012 · owns 10% to 25%
- L•••••• C•••••••• D•••• · Chief Compliance Officersince 08/2020 · owns less than 5%
Entity owners
- J•••••••• I•••• R•••••••• T•••• · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Tulsa, OK
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Mar 26, 2026HNW RAUM per HNW client of $16,982,198 against a peer median of $3,134,900 (1404 comparable advisers, 99.0th percentile, 9.1 robust deviations)peers: independent wealth managers, $500M to $1B (1,404) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 164 to 175Mar 3, 2025 to Feb 23, 2026
- Corporate clients · 7 to 12Mar 3, 2025 to Feb 23, 2026
- HNW clients · 37 to 35Mar 3, 2025 to Feb 23, 2026
- Individual clients · 7 to 12Mar 3, 2025 to Feb 23, 2026
- Assets in custody · $38.6M to $42.0MMar 3, 2025 to Feb 23, 2026
- Discretionary RAUM · $553M to $748MMar 3, 2025 to Feb 23, 2026
- HNW RAUM · $498M to $594MMar 3, 2025 to Feb 23, 2026
- Individual RAUM · $1.2M to $2.8MMar 3, 2025 to Feb 23, 2026
- RAUM · $553M to $748MMar 3, 2025 to Feb 23, 2026
- Accounts · 150 to 164Feb 27, 2024 to Mar 3, 2025
- HNW clients · 32 to 37Feb 27, 2024 to Mar 3, 2025
- Assets in custody · $32.4M to $38.6MFeb 27, 2024 to Mar 3, 2025
- Employees · 3 to 2Feb 27, 2024 to Mar 3, 2025
- Financial planning clients · unset to Feb 27, 2024 to Mar 3, 2025
- Discretionary RAUM · $505M to $553MFeb 27, 2024 to Mar 3, 2025
- HNW RAUM · $457M to $498MFeb 27, 2024 to Mar 3, 2025
- Individual RAUM · $1.1M to $1.2MFeb 27, 2024 to Mar 3, 2025
- RAUM · $505M to $553MFeb 27, 2024 to Mar 3, 2025
- Accounts · 114 to 150Mar 27, 2023 to Feb 27, 2024
- Corporate clients · 1 to 7Mar 27, 2023 to Feb 27, 2024
- HNW clients · 23 to 32Mar 27, 2023 to Feb 27, 2024
- Individual clients · 5 to 7Mar 27, 2023 to Feb 27, 2024
- Assets in custody · $31.5M to $32.4MMar 27, 2023 to Feb 27, 2024
- Discretionary RAUM · $465M to $505MMar 27, 2023 to Feb 27, 2024
- HNW RAUM · $422M to $457MMar 27, 2023 to Feb 27, 2024
- Individual RAUM · $941,347 to $1.1MMar 27, 2023 to Feb 27, 2024
- RAUM · $465M to $505MMar 27, 2023 to Feb 27, 2024
- Accounts · 117 to 114May 16, 2022 to Feb 6, 2023
- Individual clients · 4 to 5May 16, 2022 to Feb 6, 2023
- Assets in custody · $33.7M to $31.5MMay 16, 2022 to Feb 6, 2023
- Discretionary RAUM · $444M to $465MMay 16, 2022 to Feb 6, 2023
- HNW RAUM · $397M to $422MMay 16, 2022 to Feb 6, 2023
- Individual RAUM · $780,501 to $941,347May 16, 2022 to Feb 6, 2023
- RAUM · $444M to $465MMay 16, 2022 to Feb 6, 2023
- Accounts · 105 to 117Jun 23, 2021 to Feb 23, 2022
- Charity clients · 7 to 6Jun 23, 2021 to Feb 23, 2022
- Corporate clients · unset to 1.0Jun 23, 2021 to Feb 23, 2022
- HNW clients · 16 to 23Jun 23, 2021 to Feb 23, 2022
- Individual clients · 6 to 4Jun 23, 2021 to Feb 23, 2022
- Assets in custody · $30.9M to $33.7MJun 23, 2021 to Feb 23, 2022
Signals
3 dated events
- A••••• G•••• P•••••••• L•• reported RAUM $747.6M, up 35% from $552.9M (2025-03-03 to 2026-02-23)Feb 23, 2026 · RAUM change · derived
- (Nmn) Peter Adamson (Ceo) no longer on Schedule A of A••••• G•••• P•••••••• L•• (listed 2018-03-24, absent 2019-03-25)Mar 25, 2019 · Control person left · inference
- A••••• G•••• P•••••••• L•• filed its initial SEC registration (Form ADV)May 15, 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.
How to reach
public business contact points only, each with its source
- Business email
- i•••@a•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 214-378-1212reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214-378-1212reportedpublic record, Form ADV, Mar 26, 2026
- Team page
- a•••••••••.comreportedpublished by the firm, firm site, Sep 15, 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
- $748Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026