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
Inflection Advisors
Legal name Inflection Wealth LLC
Latest filing Sep 4, 2026
First filing on the tape Sep 4, 2026 · 1 filings
RAUM
$84.2M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
92%
$77.0M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
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
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Sep 4, 2026; every figure names its basis
- RAUM per advisor
- $42.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 65derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.4MderivedHNW RAUM over HNW clients
- Average account
- $178,716derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- unknownderivedpensions, 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
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 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$39.5M47%
- Individuals$37.5M45%
- Corporations and businesses$5.7M6.8%
- Other investment advisers$1.2M1.4%
- Pension and profit-sharing plans$184,7630.2%
- Charitable organizations$68,6040.1%
- Individual clients
- 102reported
- HNW clients
- 28reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 471reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Katia Michelle Kin | Oak Park, Ca | Aug 15, 2022 | 14 y | 0 |
| Don Dustin Ivey | Santa Monica, Ca | Nov 7, 2022 | 13 y | 0 |
| Gregory James KarisCertified Financial Planner | Camarillo, Ca | Nov 9, 2022 | 12 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days1 left over 36 months
Left, latest
- Charles L. Bennett to Planmember Securities CorporationFeb 4, 2026 · Other
- Russell Warren Telfer to The Ameriflex GroupApr 22, 2022 · Other
- Zachary R Fitzpatrick to Cadaret Grant & Co IncAug 27, 2021 · Other
Joined, latest
- Charles L. Bennett from Harry Licursi Tax & Retirement PlanningMay 22, 2024 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
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 |
|---|---|---|---|---|---|
| Camarillo, Ca · principal | 3 | 1 | 0 | ||
| North Hollywood, Ca | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
- Charles L. Bennett left Inflection Advisors for Planmember Securities Corporation (registered 2026-05-18)Feb 4, 2026 · Advisor changed firm · fact
- Russell Warren Telfer left Inflection Advisors for The Ameriflex Group (registered 2022-05-26)Apr 22, 2022 · Advisor changed firm · 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/inflection-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- INFLECTIONADVISOR.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 424-326-3093reportedpublic record, Form ADV, Sep 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
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026