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
H•• I••••••••• A•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 15, 2021 · 21 filings
SEC status approved since Apr 14, 2021
RAUM
$404M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
68%
$274M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$57.7M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$404M as of Mar 31, 2026
Mar 29, 2022$183M then
HNW client RAUM$169M as of Mar 31, 2026
Mar 29, 2022$104M then
State-registered IARs (5.B.3)5 as of Mar 31, 2026
Mar 29, 20224 then
Employees (5.A)5 as of Mar 31, 2026
Mar 29, 20224 then
Private funds: no history
RAUM n/a over the last fiscal year+30% a year over three
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $57.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 76derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $314,229derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 32%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.7derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 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 fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$169M42%
- Pension and profit-sharing plans$129M32%
- Individuals$105M26%
- Corporations and businesses$479,0000.1%
- Individual clients
- 450reported
- HNW clients
- 82reported
- Pension plan clients
- 45reported
- Charitable clients
- 0reported
- Accounts
- 1,286reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.68 fund_share=0.0 institutional_share=0.32 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• F•••••• G•••••••Certified Financial Planner | Glassboro, Nj | Sep 21, 2017 | 16 y | 2 |
| T•••• A•••••• R•••••• | Glassboro, Nj | May 5, 2021 | 10 y | 0 |
| J••••• G•••••• | Glassboro, Nj | Jun 13, 2022 | 14 y | 0 |
| B•••• H••••• | Glassboro, Nj | May 8, 2025 | 10 y | 0 |
| A••••• D• B••••••••Certified Financial Planner | Glassboro, Nj | May 16, 2025 | 11 y | 0 |
| C•••••••• B• A•••••••••Certified Financial Planner | Glassboro, Nj | Apr 22, 2026 | 32 y | 5 |
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
- C•••••••• B• A••••••••• from M• F•••••••• P••••••• S•••••••• I••Apr 22, 2026 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P•••••••• M••••••• P••• · President & Ceocontrolsince 06/2017 · owns 75% or more
- G•••••••• J••••• F•••••• · Vice President & Ccosince 06/2017 · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Glassboro, Nj · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,171 to 1,286May 1, 2025 to Mar 31, 2026
- Advisory activities · 4 to 5May 1, 2025 to Mar 31, 2026
- HNW clients · 65 to 82May 1, 2025 to Mar 31, 2026
- Individual clients · 414 to 450May 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $329M to $404MMay 1, 2025 to Mar 31, 2026
- HNW RAUM · $132M to $169MMay 1, 2025 to Mar 31, 2026
- Individual RAUM · $86.0M to $105MMay 1, 2025 to Mar 31, 2026
- Pension RAUM · $111M to $129MMay 1, 2025 to Mar 31, 2026
- RAUM · $329M to $404MMay 1, 2025 to Mar 31, 2026
- Accounts · 1,228 to 1,171Mar 15, 2024 to May 1, 2025
- HNW clients · 54 to 65Mar 15, 2024 to May 1, 2025
- Individual clients · 492 to 414Mar 15, 2024 to May 1, 2025
- Pension plan clients · 20 to 45Mar 15, 2024 to May 1, 2025
- Financial planning clients · 101-250 to 101-250Mar 15, 2024 to May 1, 2025
- Discretionary RAUM · $258M to $329MMar 15, 2024 to May 1, 2025
- HNW RAUM · $113M to $132MMar 15, 2024 to May 1, 2025
- Individual RAUM · $94.6M to $86.0MMar 15, 2024 to May 1, 2025
- Non-discretionary RAUM · $3.4M to $0Mar 15, 2024 to May 1, 2025
- Pension RAUM · $51.9M to $111MMar 15, 2024 to May 1, 2025
- RAUM · $261M to $329MMar 15, 2024 to May 1, 2025
- Accounts · 1,088 to 1,228Nov 13, 2023 to Mar 12, 2024
- Corporate clients · 6 to 3Nov 13, 2023 to Mar 12, 2024
- HNW clients · 45 to 54Nov 13, 2023 to Mar 12, 2024
- Individual clients · 469 to 492Nov 13, 2023 to Mar 12, 2024
- Pension plan clients · 5 to 20Nov 13, 2023 to Mar 12, 2024
- Discretionary RAUM · $181M to $258MNov 13, 2023 to Mar 12, 2024
- HNW RAUM · $82.7M to $113MNov 13, 2023 to Mar 12, 2024
- Individual RAUM · $81.4M to $94.6MNov 13, 2023 to Mar 12, 2024
- Non-discretionary RAUM · $2.7M to $3.4MNov 13, 2023 to Mar 12, 2024
- Pension RAUM · $18.7M to $51.9MNov 13, 2023 to Mar 12, 2024
- RAUM · $184M to $261MNov 13, 2023 to Mar 12, 2024
- Accounts · 975 to 1,088Jan 5, 2023 to Mar 14, 2023
- Corporate clients · 3 to 6Jan 5, 2023 to Mar 14, 2023
- HNW clients · 51 to 45Jan 5, 2023 to Mar 14, 2023
- Individual clients · 404 to 469Jan 5, 2023 to Mar 14, 2023
- Pension plan clients · 2 to 5Jan 5, 2023 to Mar 14, 2023
- Discretionary RAUM · $180M to $181MJan 5, 2023 to Mar 14, 2023
- HNW RAUM · $104M to $82.7MJan 5, 2023 to Mar 14, 2023
- Individual RAUM · $77.5M to $81.4MJan 5, 2023 to Mar 14, 2023
- Non-discretionary RAUM · $3.4M to $2.7MJan 5, 2023 to Mar 14, 2023
Signals
1 dated events
- H•• I••••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 15, 2021 · 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
- Website
- hfmignite.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 856-232-2270reportedpublic record, Form ADV, Mar 31, 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
- $57.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026