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.

SEC-registered adviser

Ignite Planners LLC

Independent wealth managerSan Clemente, CaliforniaCRD 289797SEC 801-112029websiteIAPD
Latest filing Aug 3, 2026
First filing on the tape Oct 13, 2017 · 41 filings
SEC status approved since Nov 13, 2017
RAUM
$1.1B
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
99%
$1.1B individuals and HNW
Advisors
25
registered through the firm on IAPD
RAUM per advisor
$45.5M
derived; firm RAUM over IAPD count
Employees
38
38 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
2
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$1.1B as of Aug 3, 2026
Mar 9, 2018$144M then
HNW client RAUM$527M as of Aug 3, 2026
Mar 9, 2018$43.9M then
State-registered IARs (5.B.3)22 as of Aug 3, 2026
Mar 9, 20180 then
Employees (5.A)38 as of Aug 3, 2026
Mar 9, 20185 then
Private funds2 as of Aug 3, 2026
Aug 8, 20251 then
RAUM +21% over the last fiscal year+18% a year over threeIARs 20 to 22
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
Archetypes, each a printed rule
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
RAUM per advisor
$45.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
184derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.2MderivedHNW RAUM over HNW clients
Average account
$246,412derivedRAUM over accounts (5.F.2.f)
Discretionary
88%derivedof RAUM
Institutional
1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
3.1derived8 offices incl. principal (1.F.5)
RAUM growth, one year
+21%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+24%derived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Financial planning clients
1,000reportedItem 5.H
Custody
$637,000, 587 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$594M52%
  • High-net-worth individuals$527M46%
  • Sovereign wealth funds$14.3M1.3%
  • Pension and profit-sharing plans$559,0240.0%
  • Charitable organizations$475,2560.0%
Individual clients
4,155reported
HNW clients
450reported
Pension plan clients
n/areported
Charitable clients
5reported
Accounts
4,614reported
Financial planning clients
1,000reported
Wrap fee programs
noreported
Custody of client assets
$637,000 for 587 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
25 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Gregory Howard CooleyCertified Financial PlannerCorinth, Ms Jan 11, 201829 y2
Jena Elizabeth SchusterSan Clemente, CaJan 28, 201928 y3
Kenneth Cleo JohnsonSan Clemente, Ca Apr 29, 202029 y2
Dominick Anthony ZizzoSan Clemente, CaJun 7, 202125 y0
Joel David SlatterSouth Jordan, Ut Sep 26, 202221 y4
David John AllredSan Clemente, Ca Sep 26, 202232 y3
Ronald William HadaCertified Financial PlannerSan Clemente, Ca Sep 26, 202227 y4
Chace Tejler AdamsCertified Financial PlannerSan Clemente, Ca Sep 26, 202212 y3
Leonard Emil MoulinChartered Financial AnalystSan Clemente, CaNov 21, 202218 y3
Hunter JefcoatSan Clemente, Ca Nov 28, 202214 y0
Stephen Mark SwensenSan Clemente, Ca Mar 27, 202313 y4
Wesley Archer HaynesSan Clemente, Ca Oct 1, 202313 y0
Jaxson AllredSan Clemente, Ca Oct 1, 202313 y0
Kwintone Wade Houberg-LawtonSouth Jordan, Ut Dec 6, 202320 y4
Jimmy Dale LongSan Clemente, Ca Apr 3, 202434 y11
Jacob Teancum AllredSan Clemente, Ca Apr 3, 202413 y0
Jordan Carter AllredSan Clemente, Ca Oct 18, 202412 y0
Gavin John FronkSan Clemente, Ca Nov 14, 202412 y0
Maureen Ming-Yuan TsuCertified Financial PlannerIrvine, Ca Mar 25, 202542 y3
Andrew David TsuIrvine, Ca Mar 25, 202516 y2
Charles Brian ConnersCertified Financial PlannerSan Clemente, Ca Mar 25, 202533 y3
Conner TaylorSouth Jordan, Ut Oct 30, 202511 y0
Samuel Scott SchofieldSouth Jordan, Ut Apr 15, 202610 y0
Marshall OkerlundSan Clemente, Ca Apr 15, 202611 y0
Andrew Burton LabasCertified Financial PlannerCorinth, Ms Jul 17, 202623 y3
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    2 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    Helion Strategies Meridian Fund, LLC$22.5M100Aug 3, 2026
    Helion Strategies Horizon Fund, LLC$0100Aug 3, 2026
    Owners and control persons
    Schedule A and B, latest filing
    • John David Allred · Managing Membercontrol
      since 11/2022 · owns 25% to 50%
    • Howard Gregory Cooley · Managing Membercontrol
      since 11/2017 · owns 25% to 50%
    • Burton Andrew Labas · Managing Membercontrol
      since 11/2017 · owns 25% to 50%
    • Elizabeth Jena Schuster · Managing Membercontrol
      since 11/2017 · owns 25% to 50%
    • Anthony Dominick Zizzo · Chief Compliance Officercontrol
      since 11/2018 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    San Clemente, Ca · principal2540
    South Jordan, Ut1330
    Corinth, Ms410
    Irvine, Ca300
    Offices
    Schedule D 1.F, the 25 largest
    • South Jordan, UT10 employees
    • Corinth, MS3 employees
    • Collins, MS2 employees
    • , 1 employees
    • Trinity, AL1 employees
    What changed
    consecutive filings, newest first
    • Advisory employees · 36 to 38
      Mar 26, 2026 to May 5, 2026
    • Employees · 36 to 38
      Mar 26, 2026 to May 5, 2026
    • State-registered IARs · 20 to 22
      Mar 26, 2026 to May 5, 2026
    • Accounts · 3,892 to 4,614
      Nov 13, 2025 to Feb 24, 2026
    • BD registered reps · 6 to 4
      Nov 13, 2025 to Feb 24, 2026
    • HNW clients · 351 to 450
      Nov 13, 2025 to Feb 24, 2026
    • Individual clients · 3,354 to 4,155
      Nov 13, 2025 to Feb 24, 2026
    • Assets in custody · $673M to $637,000
      Nov 13, 2025 to Feb 24, 2026
    • Insurance-licensed employees · 3 to 2
      Nov 13, 2025 to Feb 24, 2026
    • Financial planning clients · 0 to More than 500
      Nov 13, 2025 to Feb 24, 2026
    • Discretionary RAUM · $822M to $1.0B
      Nov 13, 2025 to Feb 24, 2026
    • HNW RAUM · $427M to $527M
      Nov 13, 2025 to Feb 24, 2026
    • Individual RAUM · $512M to $594M
      Nov 13, 2025 to Feb 24, 2026
    • Non-discretionary RAUM · $120M to $133M
      Nov 13, 2025 to Feb 24, 2026
    • Pension RAUM · $495,115 to $559,024
      Nov 13, 2025 to Feb 24, 2026
    • RAUM · $942M to $1.1B
      Nov 13, 2025 to Feb 24, 2026
    • Financial planning clients · 0 to 0
      Aug 8, 2025 to Nov 13, 2025
    • Private funds · 1 to 2
      Aug 8, 2025 to Nov 13, 2025
    • Advisory activities · 4 to 5
      Jan 28, 2025 to Aug 8, 2025
    • Private funds · unset to 1
      Jan 28, 2025 to Aug 8, 2025
    • Accounts · 3,503 to 3,892
      Oct 1, 2024 to Jan 28, 2025
    • Advisory employees · 31 to 36
      Oct 1, 2024 to Jan 28, 2025
    • BD registered reps · 20 to 6
      Oct 1, 2024 to Jan 28, 2025
    • Charity clients · unset to 5.0
      Oct 1, 2024 to Jan 28, 2025
    • HNW clients · 286 to 351
      Oct 1, 2024 to Jan 28, 2025
    • Individual clients · 3,211 to 3,354
      Oct 1, 2024 to Jan 28, 2025
    • Assets in custody · $247M to $673M
      Oct 1, 2024 to Jan 28, 2025
    • Employees · 31 to 36
      Oct 1, 2024 to Jan 28, 2025
    • Insurance-licensed employees · 0 to 3
      Oct 1, 2024 to Jan 28, 2025
    • State-registered IARs · 17 to 20
      Oct 1, 2024 to Jan 28, 2025
    • Other offices · 5 to 7
      Oct 1, 2024 to Jan 28, 2025
    • Discretionary RAUM · $716M to $822M
      Oct 1, 2024 to Jan 28, 2025
    • HNW RAUM · $335M to $427M
      Oct 1, 2024 to Jan 28, 2025
    • Individual RAUM · $379M to $512M
      Oct 1, 2024 to Jan 28, 2025
    • Non-discretionary RAUM · $0 to $120M
      Oct 1, 2024 to Jan 28, 2025
    • Pension RAUM · $401,391 to $495,115
      Oct 1, 2024 to Jan 28, 2025
    • RAUM · $716M to $942M
      Oct 1, 2024 to Jan 28, 2025
    • Accounts · 3,084 to 3,503
      Jan 17, 2024 to Jan 29, 2024
    • Advisory employees · 29 to 31
      Jan 17, 2024 to Jan 29, 2024
    • BD registered reps · 19 to 20
      Jan 17, 2024 to Jan 29, 2024
    Signals
    12 dated events
    • 3 advisors left Western International Securities (Irvine, CA) for Ignite Planners LLC on the same day
      Feb 7, 2025 · Team lift-out · derived
    • Ignite Planners Llc reported RAUM $941.8M, up 32% from $715.8M (2024-10-01 to 2025-01-28)
      Jan 28, 2025 · RAUM change · derived
    • Michael Brent Pahnke (Managing Member) no longer on Schedule A of Ignite Planners Llc (listed 2024-01-17, absent 2024-01-29)
      Jan 29, 2024 · Control person left · inference
    • Brent Michael Pahnke left Ignite Planners Llc for Harbour Investments, Inc. (registered 2023-11-01)
      Jan 22, 2024 · Advisor changed firm · fact
    • Ignite Planners Llc reported RAUM $686.3M, up 89% from $363.5M (2023-01-09 to 2023-02-27)
      Feb 27, 2023 · RAUM change · derived
    • John David Allred (Managing Member) appeared on Schedule A of Ignite Planners Llc
      Dec 9, 2022 · Control person joined · fact
    • 2 advisors left SB Wealth (San Clemente, CA) for Ignite Planners LLC on the same day
      Nov 28, 2022 · Team lift-out · derived
    • 2 advisors left Foresight Wealth Management, LLC (Draper, UT) for Ignite Planners LLC on the same day
      Nov 11, 2022 · Team lift-out · derived
    • Kristin Holly Mata left Ignite Planners Llc for Independent Financial Group, Llc (registered 2021-12-17)
      Jan 18, 2022 · Advisor changed firm · fact
    • Ignite Planners Llc reported RAUM $346.4M, up 149% from $139.3M (2020-06-18 to 2021-03-04)
      Mar 4, 2021 · RAUM change · derived
    • Michael Brent Pahnke (Managing Member) appeared on Schedule A of Ignite Planners Llc
      Feb 15, 2020 · Control person joined · fact
    • Camden Advisors, Llc filed its initial SEC registration (Form ADV)
      Oct 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.
    How to reach
    public business contact points only, each with its source
    Business phone
    619-504-1907reportedpublished by the firm, firm site, Sep 15, 2026
    Website
    igniteplanners.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    619-504-1907reportedpublic record, Form ADV, Aug 3, 2026
    Contact form
    igniteplanners.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    igniteplanners.com/who-we-arereportedpublished 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
    $45.5Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026