DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

SEC-registered adviser

B••••• • M•••• C•••••• L••

Asset manager (funds and pooled vehicles)Cincinnati, OhioCRD 299465SEC 801-134012websiteIAPD
Latest filing Jul 22, 2026
First filing on the tape Jul 2, 2025 · 3 filings
SEC status approved since Jul 28, 2025
RAUM
$202M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
13 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
5
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$202M as of Jul 22, 2026
Jul 2, 2025$161M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 22, 2026
Jul 2, 20250 then
Employees (5.A)15 as of Jul 22, 2026
Jul 2, 202514 then
Private funds5 as of Jul 22, 2026
Jul 2, 20255 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 22, 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
$40.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived4 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, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$96.7M, 3 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • 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)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$202M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$96.7M for 3 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B•• G••••• F••• I••• L••Private Equity Fund$66.1M99Mar 31, 2022
      B•• G••••• F••• I• L••Private Equity Fund$37.4M69Nov 8, 2018
      B•• G••••• F••• L••Private Equity Fund$9.4M46Nov 8, 2018
      B•• M•••••••• F••• I• L••Other Private Fund$5.3M11Mar 27, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• D••••• S•••• · Chief Executive Officercontrol
        since 11/2015 · owns 25% to 50%
      • H•••••• J•••••• R•• · Cheif Financial Officercontrol
        since 02/2023 · owns less than 5%
      • M••••• D••••••• L•• · Partnercontrol
        since 11/2015 · owns 25% to 50%
      • H••••• P••••••• D••••• · Chief Compliance Officer
        since 07/2025 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 12 to 13
        Jul 2, 2025 to Mar 24, 2026
      • Assets in custody · $78.9M to $96.7M
        Jul 2, 2025 to Mar 24, 2026
      • Employees · 14 to 15
        Jul 2, 2025 to Mar 24, 2026
      • Other offices · 4 to 3
        Jul 2, 2025 to Mar 24, 2026
      • Discretionary RAUM · $161M to $202M
        Jul 2, 2025 to Mar 24, 2026
      • Pooled vehicle RAUM · $161M to $202M
        Jul 2, 2025 to Mar 24, 2026
      • RAUM · $161M to $202M
        Jul 2, 2025 to Mar 24, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/brixeyandmeyercapitalreportedpublic record, Form ADV, Sep 21, 2026
      Website
      b•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      513-762-2210reportedpublic record, Form ADV, Jul 22, 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
      Asset manager (funds and pooled vehicles)deriveda 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