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

Stifel Wealth Tracker

No RAUM reportedSt. Louis, MissouriCRD 291897SEC 801-112365websiteIAPD
Legal name Intyce, LLC
Latest filing Mar 25, 2026
First filing on the tape Dec 25, 2017 · 14 filings
SEC status approved since Jan 25, 2018
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$0 as of Mar 25, 2026
Mar 28, 2025$0 then
HNW client RAUM$0 as of Mar 25, 2026
Mar 11, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 11, 20190 then
Employees (5.A)4 as of Mar 25, 2026
Mar 11, 20193 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 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
otherreportedItem 5.E
Advisory activities
otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Clyde Geoffrey Bright · Ccocontrol
        since 11/2018 · owns less than 5%
      • Jacob Howard Rosen · Coocontrol
        since 02/2018 · owns less than 5%
      • Nmn Geoffrey Valentino · Clocontrol
        since 02/2018 · owns less than 5%
      Entity owners
      • Stifel Financial Corp. · Managing Member And 100% Shareholder
        direct · owns 75% or more · public reporting company
      Related persons
      Schedule D 7.A
      • 1919 Investment Counsel, LLC
        investment advisernRAUM $26B
      • Csa Insurance Agency Incorporated
        real estaten
      • Eaton Partners (Uk) Llp
        broker-dealern
      • Equitycompass Investment Management, LLC
        investment adviserbanknRAUM $221M
      • Keefe, Bruyette & Woods, Inc.
        broker-dealern
      • Stifel Access Services LLC
        pooled vehicle sponsorn
      • Stifel Bank & Trust, National Association
        n
      • Stifel Bank, National Association
        n
      • Stifel Europe Bank Ag
        broker-dealern
      • Stifel Hong Kong Limited
        broker-dealern
      • Stifel Independent Advisors, LLC
        broker-dealerinvestment adviserreal estatenRAUM $5.0B
      • Stifel Nicolaus Canada Inc.
        broker-dealern
      • Stifel Nicolaus Europe Limited
        broker-dealern
      • Stifel Nicolaus Insurance Agency Incorporated
        real estaten
      • Stifel Nicolaus Israel Ltd.
        broker-dealern
      • Stifel Schweiz Ag
        broker-dealern
      • Stifel Trust Company Delaware, National Association
        n
      • Stifel Trust Company, National Association
        n
      • Stifel, Nicolaus & Company, Incorporated
        broker-dealerinvestment adviserbankpooled vehicle sponsornRAUM $198B
      • Washington Crossing Advisors LLC
        investment advisernRAUM $2.0B
      Advisers that list Stifel Wealth Tracker as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · unset to 0.0
        Mar 21, 2024 to Mar 28, 2025
      • Financial planning clients · 0 to 0
        Mar 21, 2024 to Mar 28, 2025
      • Discretionary RAUM · unset to 0.0
        Mar 21, 2024 to Mar 28, 2025
      • Non-discretionary RAUM · unset to 0.0
        Mar 21, 2024 to Mar 28, 2025
      • RAUM · unset to 0.0
        Mar 21, 2024 to Mar 28, 2025
      • BD registered reps · 2 to 3
        Mar 18, 2020 to Mar 17, 2021
      • Employees · 3 to 4
        Mar 18, 2020 to Mar 17, 2021
      • Business name · INTYCE, LLC to STIFEL WEALTH TRACKER
        Nov 13, 2018 to Mar 11, 2019
      • Insurance-licensed employees · 0 to 1
        Nov 13, 2018 to Mar 11, 2019
      Signals
      1 dated events
      • Intyce, Llc filed its initial SEC registration (Form ADV)
        Dec 25, 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
      Firm profile
      linkedin.com/company/stifelwealthtrackerreportedpublic record, Form ADV, Sep 17, 2026
      Website
      tracker.stifel.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      314-342-2000reportedpublic record, Form ADV, Mar 25, 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
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026