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
M•••• G•••• A•••••••
Wealth manager with institutional or fund businessGreenville, South CarolinaCRD 299181SEC 801-114348websiteIAPD
Legal name M•••• G•••• A•••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Oct 29, 2018 · 22 filings
SEC status approved since Dec 4, 2018
RAUM
$479M
reported, Item 5.F
Discretionary
63%
of RAUM
Private clients
37%
$177M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$79.9M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$479M as of Mar 24, 2026
Jan 31, 2019$140M then
HNW client RAUM$109M as of Mar 24, 2026
Jan 31, 2019$10.9M then
State-registered IARs (5.B.3)5 as of Mar 24, 2026
Jan 31, 20192 then
Employees (5.A)8 as of Mar 24, 2026
Jan 31, 20192 then
Private funds: no history
RAUM +33% over the last fiscal year+31% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- 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
- $79.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 63%derivedof RAUM
- Institutional
- 63%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.7%derived
- Compensation
- percentage of assets, fixed feesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$302M63%
- High-net-worth individuals$109M23%
- Individuals$67.6M14%
- Individual clients
- 215reported
- HNW clients
- 73reported
- Pension plan clients
- 84reported
- Charitable clients
- n/areported
- Accounts
- 372reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.37 fund_share=0.0 institutional_share=0.63 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•• W•••••• W•••• | Greenviile, Sc | Dec 14, 2018 | 24 y | 2 |
| S•••• M• W••••• | Port Saint Joe, Fl | Jan 4, 2021 | 13 y | 2 |
| E••• M••••• E••••• | Greenville, Sc | May 7, 2021 | 23 y | 3 |
| J•••• C••••• V•••••• | Greenviile, Sc | Jan 2, 2025 | 24 y | 2 |
| R••••• J•••• E•••••• | Greenville, Sc | Jan 6, 2025 | 47 y | 1 |
| C•••• M• C••••• | Mount Pleasant, Sc | May 16, 2025 | 12 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 headcount1 left over 36 months
Left, latest
- J•••••• C••••• M•••••••• to F••••• V•••••Jan 5, 2024 · RIA to RIA
Joined, latest
- R••••• J•••• E•••••• from E• • H• I••••••••• S•••••••• L••Jan 6, 2025 · Other
- J•••• C••••• V•••••• from R••••••••• F•••••• A•••••••• L••Jan 2, 2025 · Other
- E••• M••••• E••••• from E••••• W•••••• L••May 7, 2021 · RIA to RIA
- S•••• M• W••••• from R••••••••• F•••••• A•••••••• L••Jan 4, 2021 · Other
- R•• W•••••• W•••• from F••••••• F•••••••• S••••••••• L••Dec 14, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from R••••••••• F•••••• A•••••••• L••Dec 31, 2018 · Greenville, Sc
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- V••••••• J••••• C••••• · Chief Compliance Officercontrolsince 09/2018 · owns less than 5%
- W••••• R••• W•••••• · Co-Managing Membercontrolsince 09/2018 · owns less than 5%
- V••••••• J••••• C••••• · 100% Owner, Managing Membercontrolsince 01/2009 · owns 75% or more of R••••••••• F•••••• A•••••••• L••
- W••••• R••• W•••••• · 100% Ownercontrolsince 01/2007 · owns 50% to 75% of W•••• B•••••• G••••
Entity owners
- R••••••••• F•••••• A•••••••• L•• · 50% Owner Of M•••• G•••• A•••••••• L••direct · owns 50% to 75%
- W•••• B•••••• G•••• · 50% Owner Of M•••• G•••• A•••••••• L••direct · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Greenville, Sc · principal | 3 | 0 | 0 | ||
| Greenviile, Sc | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Mt. Pleasant, SC1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Mar 24, 2026institutional share of RAUM of 63% against a peer median of 0% (5676 comparable advisers, 100.0th percentile, 21.2 robust deviations)peers: independent wealth managers, $100M to $500M (5,676) · 100% percentile
- account count collapseChange between filings · filing Mar 24, 2026accounts (Item 5.F.2.f) moved from 1,037.0 to 372.0 (-64.0%) between the annual amendments of 2025-03-12 and 2026-03-24; the peer median change was +5.0% (3687 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 1.5% percentile
- discretionary share shiftChange between filings · filing Mar 24, 2026discretionary share of RAUM moved from 100.0% to 63.0% between the annual amendments of 2025-03-12 and 2026-03-24peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 1,037 to 372Mar 12, 2025 to Mar 24, 2026
- Advisory employees · 5 to 4Mar 12, 2025 to Mar 24, 2026
- Corporate clients · 3.0 to unsetMar 12, 2025 to Mar 24, 2026
- HNW clients · 69 to 73Mar 12, 2025 to Mar 24, 2026
- Individual clients · 201 to 215Mar 12, 2025 to Mar 24, 2026
- Pension plan clients · 77 to 84Mar 12, 2025 to Mar 24, 2026
- Employees · 5 to 8Mar 12, 2025 to Mar 24, 2026
- Discretionary RAUM · $361M to $302MMar 12, 2025 to Mar 24, 2026
- HNW RAUM · $95.4M to $109MMar 12, 2025 to Mar 24, 2026
- Individual RAUM · $38.8M to $67.6MMar 12, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $0 to $177MMar 12, 2025 to Mar 24, 2026
- Pension RAUM · $226M to $302MMar 12, 2025 to Mar 24, 2026
- RAUM · $361M to $479MMar 12, 2025 to Mar 24, 2026
- Accounts · 244 to 1,037Mar 20, 2024 to Mar 12, 2025
- Corporate clients · 2 to 3Mar 20, 2024 to Mar 12, 2025
- HNW clients · 25 to 69Mar 20, 2024 to Mar 12, 2025
- Individual clients · 145 to 201Mar 20, 2024 to Mar 12, 2025
- Pension plan clients · 71 to 77Mar 20, 2024 to Mar 12, 2025
- Insurance-licensed employees · 2 to 1Mar 20, 2024 to Mar 12, 2025
- Financial planning clients · 0 to 0Mar 20, 2024 to Mar 12, 2025
- State-registered IARs · 4 to 5Mar 20, 2024 to Mar 12, 2025
- Discretionary RAUM · $256M to $361MMar 20, 2024 to Mar 12, 2025
- HNW RAUM · $57.8M to $95.4MMar 20, 2024 to Mar 12, 2025
- Individual RAUM · $20.9M to $38.8MMar 20, 2024 to Mar 12, 2025
- Non-discretionary RAUM · $23.5M to $0Mar 20, 2024 to Mar 12, 2025
- Pension RAUM · $200M to $226MMar 20, 2024 to Mar 12, 2025
- RAUM · $279M to $361MMar 20, 2024 to Mar 12, 2025
- Accounts · 695 to 244Mar 28, 2023 to Mar 20, 2024
- Corporate clients · unset to 2.0Mar 28, 2023 to Mar 20, 2024
- Individual clients · 186 to 145Mar 28, 2023 to Mar 20, 2024
- Pension plan clients · 72 to 71Mar 28, 2023 to Mar 20, 2024
- Discretionary RAUM · $198M to $256MMar 28, 2023 to Mar 20, 2024
- HNW RAUM · $22.6M to $57.8MMar 28, 2023 to Mar 20, 2024
- Individual RAUM · $36.1M to $20.9MMar 28, 2023 to Mar 20, 2024
- Non-discretionary RAUM · $16.8M to $23.5MMar 28, 2023 to Mar 20, 2024
- Pension RAUM · $156M to $200MMar 28, 2023 to Mar 20, 2024
- RAUM · $215M to $279MMar 28, 2023 to Mar 20, 2024
- Accounts · 401 to 695Apr 20, 2022 to Mar 28, 2023
- HNW clients · 66 to 25Apr 20, 2022 to Mar 28, 2023
- Individual clients · 176 to 186Apr 20, 2022 to Mar 28, 2023
Signals
3 dated events
- M•••• G•••• A••••••• reported RAUM $479.4M, up 33% from $361.0M (2025-03-12 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- J•••••• C••••• M•••••••• left M•••• G•••• A••••••• for F••••• V••••• (registered 2024-01-08)Jan 5, 2024 · Advisor changed firm · fact
- M•••• G•••• A••••••• filed its initial SEC registration (Form ADV)Oct 29, 2018 · 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
- info@matchgradeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- tripp@matchgradeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- carson@matchgradeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- laura@matchgradeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- richard@matchgradeadvisors.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 864-421-4784reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 864-250-0661reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 864-270-1137reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- matchgradeadvisors.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 864-250-0661reportedpublic record, Form ADV, Mar 24, 2026
- Contact form
- matchgradeadvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- matchgradeadvisors.com/teamreportedpublished by the firm, firm site, Sep 16, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $79.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026