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• P••••••• C••• L••
Latest filing Mar 13, 2026
First filing on the tape Feb 23, 2021 · 20 filings
SEC status approved since Apr 16, 2021
RAUM
$365M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$365M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$183M
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
20 filings and snapshots on the tape
RAUM$365M as of Mar 13, 2026
Mar 14, 2022$207M then
HNW client RAUM$347M as of Mar 13, 2026
Mar 14, 2022$195M then
State-registered IARs (5.B.3)2 as of Mar 13, 2026
Mar 14, 20222 then
Employees (5.A)3 as of Mar 13, 2026
Mar 14, 20222 then
Private funds: no history
RAUM +9.2% over the last fiscal year+23% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $183MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.1MderivedHNW RAUM over HNW clients
- Average account
- $797,166derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, 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
- +9.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.7%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $229M, 42 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$347M95%
- Individuals$18.0M4.9%
- Individual clients
- 36reported
- HNW clients
- 49reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 458reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $229M for 42 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••• A• B•••••••••Certified Financial Planner | Vancouver, Wa | Jan 4, 2019 | 16 y | 2 |
| J•••• E•••••••• C•••••• | Vancouver, Wa | Jan 31, 2025 | 15 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
- N••••• W•••••• D••• B•••• to F••••••Jul 12, 2024 · RIA to RIA
- K•••• R•••••• D••••• to E•••••• A••••••• G••••• L••Apr 1, 2021 · RIA to affiliated broker-dealer or bank
Joined, latest
- N••••• W•••••• D••• B•••• from K•••• A•••• M••••••••• L••Apr 20, 2021 · Other
- K•••• R•••••• D••••• from F••••• I•••••••••Jan 29, 2021 · RIA to RIA
- M••• A• B••••••••• from B••••••• J•••• L••Jan 4, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• M•••• A•••••• · Managing Member, Chief Executive Officer, And Chief Compliance Officercontrolsince 10/2018 · owns 75% or more
Related persons
Schedule D 7.A
- M••• B•••••••••insurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vancouver, Wa · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 429 to 458Jan 28, 2026 to Mar 13, 2026
- HNW clients · 46 to 49Jan 28, 2026 to Mar 13, 2026
- Assets in custody · $216M to $229MJan 28, 2026 to Mar 13, 2026
- Discretionary RAUM · $334M to $365MJan 28, 2026 to Mar 13, 2026
- HNW RAUM · $320M to $347MJan 28, 2026 to Mar 13, 2026
- Individual RAUM · $14.5M to $18.0MJan 28, 2026 to Mar 13, 2026
- RAUM · $334M to $365MJan 28, 2026 to Mar 13, 2026
- Advisory employees · 3 to 2Feb 27, 2025 to Jan 28, 2026
- Employees · 4 to 3Feb 27, 2025 to Jan 28, 2026
- State-registered IARs · 3 to 2Feb 27, 2025 to Jan 28, 2026
- Accounts · 399 to 429Jul 12, 2024 to Feb 27, 2025
- Advisory employees · 1 to 3Jul 12, 2024 to Feb 27, 2025
- HNW clients · 43 to 46Jul 12, 2024 to Feb 27, 2025
- Individual clients · 72 to 36Jul 12, 2024 to Feb 27, 2025
- Assets in custody · unset to 216469925.0Jul 12, 2024 to Feb 27, 2025
- Custody of client assets · false to trueJul 12, 2024 to Feb 27, 2025
- Employees · 3 to 4Jul 12, 2024 to Feb 27, 2025
- Financial planning clients · 101-250 to 51-100Jul 12, 2024 to Feb 27, 2025
- State-registered IARs · 1 to 3Jul 12, 2024 to Feb 27, 2025
- Discretionary RAUM · $278M to $334MJul 12, 2024 to Feb 27, 2025
- HNW RAUM · $251M to $320MJul 12, 2024 to Feb 27, 2025
- Individual RAUM · $26.3M to $14.5MJul 12, 2024 to Feb 27, 2025
- RAUM · $278M to $334MJul 12, 2024 to Feb 27, 2025
- Advisory employees · 2 to 1Mar 4, 2024 to Jul 12, 2024
- Employees · 4 to 3Mar 4, 2024 to Jul 12, 2024
- State-registered IARs · 2 to 1Mar 4, 2024 to Jul 12, 2024
- Accounts · 308 to 399Mar 6, 2023 to Mar 4, 2024
- HNW clients · 35 to 43Mar 6, 2023 to Mar 4, 2024
- Individual clients · 59 to 72Mar 6, 2023 to Mar 4, 2024
- Financial planning clients · 0 to 101-250Mar 6, 2023 to Mar 4, 2024
- Discretionary RAUM · $196M to $278MMar 6, 2023 to Mar 4, 2024
- HNW RAUM · $176M to $251MMar 6, 2023 to Mar 4, 2024
- Individual RAUM · $19.8M to $26.3MMar 6, 2023 to Mar 4, 2024
- RAUM · $196M to $278MMar 6, 2023 to Mar 4, 2024
- Accounts · 236 to 308Oct 28, 2022 to Mar 2, 2023
- HNW clients · 31 to 35Oct 28, 2022 to Mar 2, 2023
- Individual clients · 34 to 59Oct 28, 2022 to Mar 2, 2023
- Financial planning clients · 51-100 to 0Oct 28, 2022 to Mar 2, 2023
- Discretionary RAUM · $207M to $196MOct 28, 2022 to Mar 2, 2023
- HNW RAUM · $195M to $176MOct 28, 2022 to Mar 2, 2023
Signals
2 dated events
- N••••• W•••••• D••• B•••• left M• P••••••• C••• L•• for Farther (registered 2024-07-22)Jul 12, 2024 · Advisor changed firm · fact
- M• P••••••• C••• L•• filed its initial SEC registration (Form ADV)Feb 23, 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
- Firm profile
- linkedin.com/company/mypcfo/?viewAsMember=truereportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 503-912-2090reportedpublic record, Form ADV, Mar 13, 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
- $183Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026