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
B••••• H••••• W••••• A•••••••
Legal name B••••• H••••• W••••• A•••••••• I•••
Latest filing Jul 9, 2026
First filing on the tape Jan 31, 2019 · 26 filings
SEC status approved since Feb 11, 2019
RAUM
$608M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$581M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$101M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$608M as of Jul 9, 2026
Mar 17, 2020$319M then
HNW client RAUM$458M as of Jul 9, 2026
Mar 17, 2020$215M then
State-registered IARs (5.B.3)5 as of Jul 9, 2026
Mar 17, 20204 then
Employees (5.A)8 as of Jul 9, 2026
Mar 17, 20205 then
Private funds: no history
RAUM -2.8% over the last fiscal year+11% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Jul 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $101MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 95derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $397,844derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -8.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Wrap fee program
- $608MreportedItem 5.I
- Custody
- $6.8M, 15 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$458M75%
- Individuals$124M20%
- Corporations and businesses$22.5M3.7%
- Charitable organizations$4.3M0.7%
- Individual clients
- 392reported
- HNW clients
- 180reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,529reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $6.8M for 15 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• W•••• I•••••Chartered Financial Analyst | Virginia Beach, Va | May 16, 2019 | 25 y | 2 |
| M•••• A••••• S•••• | Virginia Beach, Va | May 16, 2019 | 12 y | 2 |
| G••••• G••••• M•••••••• | Virginia Beach, Va | May 16, 2019 | 39 y | 2 |
| C••••• A•••••••• P••••• | Virginia Beach, Va | Sep 24, 2024 | 10 y | 2 |
| C••••• V•• H••••• | Virginia Beach, Va | Jun 6, 2025 | 14 y | 0 |
| G••••• G••••• M•••••••• | Virginia Beach, Va | Jun 18, 2026 | 13 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
- R•• A•••• R••••• to R•••• C••••••• A•••••••• L••Mar 31, 2025 · RIA to a newly registered adviser
Joined, latest
- C••••• A•••••••• P••••• from P••••• F•••••••• G••••Sep 24, 2024 · Other
- G••••• G••••• M•••••••• from W•••• F•••• A•••••••May 16, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- J••••• W•••• I••••• from W•••• F•••• A•••••••May 16, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M•••• A••••• S•••• from W•••• F•••• A•••••••Feb 22, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from W•••• F•••• A•••••••May 21, 2019 · Virginia Beach, Va
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- I•••••• J•••••• W•••• · Co-President, Ceo, Cio And Ccocontrolsince 12/2018 · owns 50% to 75%
- M••••••••• G•••••• G••••• · Co-President And Ceocontrolsince 12/2018 · owns 50% to 75%
- R•••••• R••• A•••• · Managing Director And Senior Wealth Advisorsince 01/2024 · 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
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Virginia Beach, Va · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Individual clients · 453 to 392Jun 9, 2025 to Feb 19, 2026
- Assets in custody · $3.8M to $6.8MJun 9, 2025 to Feb 19, 2026
- Employees · 7 to 8Jun 9, 2025 to Feb 19, 2026
- State-registered IARs · 4 to 5Jun 9, 2025 to Feb 19, 2026
- Discretionary RAUM · $626M to $608MJun 9, 2025 to Feb 19, 2026
- HNW RAUM · $472M to $458MJun 9, 2025 to Feb 19, 2026
- Individual RAUM · $127M to $124MJun 9, 2025 to Feb 19, 2026
- RAUM · $626M to $608MJun 9, 2025 to Feb 19, 2026
- Accounts · 1,599 to 1,529Jun 9, 2025 to Feb 19, 2026
- Advisory employees · 4 to 5Jun 9, 2025 to Feb 19, 2026
- HNW clients · 175 to 180Jun 9, 2025 to Feb 19, 2026
- Financial planning clients · 251-500 to 251-500Mar 31, 2025 to Jun 9, 2025
- Accounts · 1,404 to 1,599Oct 28, 2024 to Feb 10, 2025
- Charity clients · 5.0 to unsetOct 28, 2024 to Feb 10, 2025
- HNW clients · 149 to 175Oct 28, 2024 to Feb 10, 2025
- Individual clients · 412 to 453Oct 28, 2024 to Feb 10, 2025
- Assets in custody · $4.6M to $3.8MOct 28, 2024 to Feb 10, 2025
- Custody of client assets · false to trueOct 28, 2024 to Feb 10, 2025
- Discretionary RAUM · $522M to $626MOct 28, 2024 to Feb 10, 2025
- HNW RAUM · $398M to $472MOct 28, 2024 to Feb 10, 2025
- Individual RAUM · $107M to $127MOct 28, 2024 to Feb 10, 2025
- RAUM · $522M to $626MOct 28, 2024 to Feb 10, 2025
- Accounts · 1,386 to 1,404Oct 5, 2023 to Feb 12, 2024
- HNW clients · 143 to 149Oct 5, 2023 to Feb 12, 2024
- Assets in custody · $3.5M to $4.6MOct 5, 2023 to Feb 12, 2024
- Custody of client assets · true to falseOct 5, 2023 to Feb 12, 2024
- State-registered IARs · 5 to 4Oct 5, 2023 to Feb 12, 2024
- Discretionary RAUM · $483M to $522MOct 5, 2023 to Feb 12, 2024
- HNW RAUM · $364M to $398MOct 5, 2023 to Feb 12, 2024
- Individual RAUM · $102M to $107MOct 5, 2023 to Feb 12, 2024
- RAUM · $483M to $522MOct 5, 2023 to Feb 12, 2024
- Accounts · 1,339 to 1,386Mar 3, 2023 to Oct 5, 2023
- Charity clients · unset to 5.0Mar 3, 2023 to Oct 5, 2023
- HNW clients · 126 to 143Mar 3, 2023 to Oct 5, 2023
- Individual clients · 404 to 412Mar 3, 2023 to Oct 5, 2023
- Assets in custody · $4.2M to $3.5MMar 3, 2023 to Oct 5, 2023
- Discretionary RAUM · $445M to $483MMar 3, 2023 to Oct 5, 2023
- HNW RAUM · $329M to $364MMar 3, 2023 to Oct 5, 2023
- Individual RAUM · $97.9M to $102MMar 3, 2023 to Oct 5, 2023
- RAUM · $445M to $483MMar 3, 2023 to Oct 5, 2023
Signals
3 dated events
- R•• A•••• R••••• left B••••• H••••• W••••• A••••••• for R•••• C••••••• A•••••••• L•• (registered 2025-04-01)Mar 31, 2025 · Advisor changed firm · fact
- B••••• H••••• W••••• A••••••• reported RAUM $318.5M, up 52% from $210.0M (2019-06-11 to 2020-03-17)Mar 17, 2020 · RAUM change · derived
- B••••• H••••• W••••• A••••••• filed its initial SEC registration (Form ADV)Jan 31, 2019 · 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
- 757-644-4373reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 757-644-4545reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 757-644-4545reportedpublic record, Form ADV, Jul 9, 2026
- Contact form
- b•••••••••.comreportedpublished 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
- $101Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026