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RIA Intelligence

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SEC-registered adviser

I•••••• A•••••••• L••

Independent wealth managerMeridian, IdahoCRD 300279SEC 801-114673websiteIAPD
Latest filing Jun 8, 2026
First filing on the tape Jan 7, 2019 · 103 filings
SEC status approved since Feb 8, 2019
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$1.3B individuals and HNW
Advisors
76
registered through the firm on IAPD
RAUM per advisor
$17.5M
derived; firm RAUM over IAPD count
Employees
63
63 advisory (5.B.1)
Offices
25
beyond the principal office
Private funds
0
reported on Schedule D
History
103 filings and snapshots on the tape
RAUM$1.3B as of Jun 8, 2026
Mar 26, 2020$152M then
HNW client RAUM$610M as of Jun 8, 2026
Mar 26, 2020$29.9M then
State-registered IARs (5.B.3)63 as of Jun 8, 2026
Mar 26, 202014 then
Employees (5.A)63 as of Jun 8, 2026
Mar 26, 202018 then
Private funds: no history
RAUM +29% over the last fiscal year+37% a year over threeIARs 46 to 63
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
Archetypes, each a printed rule
  • Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
RAUM per advisor
$17.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
46derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$159,923derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.8derivedItem 5.A over advisors
Advisors per office
3.0derived26 offices incl. principal (1.F.5)
RAUM growth, one year
+29%derivedbetween the last two annual amendments
Advisor growth, one year
+37%derivedItem 5.B.3 between annual amendments
Client growth, one year
-7.3%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 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
  • 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)
  • 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
  • Individuals$708M53%
  • High-net-worth individuals$610M46%
  • Charitable organizations$13.7M1.0%
Individual clients
3,203reported
HNW clients
320reported
Pension plan clients
n/areported
Charitable clients
13reported
Accounts
8,330reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
75 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J•• A•••• R•••••••••Certified Financial Planner, Chartered Financial AnalystMeridian, Id May 7, 201928 y2
L••• A•••• A••••••Largo, Fl Aug 29, 201914 y2
D•••• M•••••• E••Liberty Lake, Wa Nov 7, 201910 y1
D•••• E••••• Z•••••••Certified Financial PlannerBuffalo, Mn Feb 3, 202031 y1
B••• J••••• Z•••••••Meridian, Id Apr 24, 202011 y1
A•••• D•••••• M•••Certified Financial PlannerSpring Hill, Tn Jul 28, 202012 y3
K•••• O••• C•••••••Certified Financial Planner, Chartered Financial ConsultantWaxhaw, Nc Sep 18, 202033 y1
M•••••• B••••••Waxhaw, Nc Sep 18, 202017 y0
J•••• K•••• C•••••••Meridian, Id Sep 21, 202019 y1
L•••• K•••• E•••••North Fort Myers, Fl Dec 1, 202026 y3
P••• R•••••• M•••••••••Meridian, Id Dec 23, 202012 y2
T••••• P•••••• P••••••••Meridian, Id Feb 18, 202120 y3
J•••• M••• W••••••Certified Financial PlannerMeridian, Id Feb 22, 202122 y4
J••••• I•••• A••••Meridian, Id Jun 15, 202115 y0
M•••••• P••• B•••••Certified Financial PlannerMeridian, Id Nov 2, 202122 y5
A••••• J•••• L•••••Certified Financial PlannerDublin, Oh Nov 2, 202116 y6
M•••••• M•••••• D•••••••••Certified Financial PlannerVacaville, Ca Jan 3, 202220 y1
S•••• B•••••• H•••••Meridian, Id Feb 8, 202212 y1
A•••• M•••••• H••••••Meridian, Id Mar 15, 202210 y1
M•••••• R•••••• C•••••••••B•••• City, Or May 13, 202227 y2
E••• P•••••• B••••Caldwell, Id Feb 21, 202318 y2
J•••••••• R•••••• C•••••••••B•••• City, Or May 5, 202314 y0
C••••••••• S• P••••••Meridian, Id May 19, 202314 y1
D•••• O•••• M••••••Dillsburg, Pa May 19, 202311 y1
M•••••• P••• S••••Certified Financial PlannerMeridian, Id May 19, 202323 y1
W•••••• H••••• W•••••••Certified Financial Planner, Chartered Financial ConsultantMeridian, Id Jun 15, 202326 y2
J••• D•••••• G••••••••Meridian, Id Jun 20, 202325 y2
B•••• E••••• B••••Buckeye, Az Aug 8, 202315 y2
P••• B••••Certified Financial PlannerHuntsville, Al Sep 11, 202319 y1
L••• D•••• Z•••••••Pace, Fl Dec 14, 202315 y0
S•••• P•••••• B••••••Meridian, Id Feb 21, 202429 y1
S••••• A••• B••••••Meridian, Id Feb 21, 202420 y1
A••••• G••••• W•••••Meridian, IdMay 2, 202410 y0
M•••••• M•••••• B•••••Argyle, Tx Aug 5, 202426 y3
W••• D••••• O•••••Certified Financial PlannerMeridian, Id Sep 20, 202412 y1
B•••• S•• E••••••••• M•••••••Meridian, Id Nov 25, 202428 y7
G••••• D••••• W•••••••Glen Saint Mary, Fl Jan 1, 202518 y1
S•••• R•••••• B•••••••Meridian, IdJan 27, 202511 y0
T••••••• E••••• R••••Meridian, Id Jan 30, 202511 y2
A••• K•••• F•••••••Gainesville,, Fl Feb 18, 202527 y5
All 75 advisors at I•••••• A•••••••• L••
Advisor movement
1 left, 18 joined in 12 months
net +17 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 1.3% of current headcount6 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • C•••••••• K••••• O••• · Membercontrol
      since 01/2020 · owns 25% to 50%
    • W••••••• J••••• M••• · Membercontrol
      since 01/2020 · owns 5% to 10%
    • N•••••• R•••••• J••• · President/Chief Executive Officercontrol
      since 06/2014 · owns 50% to 75% of I•••••• I••••• G••••• L••
    • B•••••••• S••••• R•••••• · Vp Advisor S••••••••
      since 09/2024 · owns less than 5%
    • M•••• A••••• D•••••• · Chief Compliance Officer, President, Chief Operating Officer
      since 12/2018 · owns less than 5%
    • N•••••• R•••••• J••• · Chief Executive Officer
      since 12/2018 · owns less than 5%
    Entity owners
    • I•••••• I••••• G••••• L•• · Managing Member Officer, President
      direct · owns 50% to 75%
    Related persons
    Schedule D 7.A
    Advisers that list I•••••• A•••••••• L•• as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Meridian, Id · principal77281
    Dillsburg, Pa520
    Palmdale, Ca410
    Gainesville, Fl410
    Troutman, Nc330
    Waxhaw, Nc300
    Largo, Fl310
    Little Rock, Ar200
    Buffalo, Mn200
    Dublin, Oh200
    Baker City, Or200
    Hollister, Ca000
    Celina, Tx000
    Tulsa, Ok000
    San Diego, Ca000
    Fort Mill, Sc000
    Offices
    Schedule D 1.F, the 25 largest
    • Waxhaw, NC3 employees
    • Columbus, OH2 employees
    • Little Rock, AR2 employees
    • Buffalo, MN2 employees
    • Largo, FL2 employees
    • Melbourne, FL1 employees
    • Palmetto, FL1 employees
    • Rock H•••, SC1 employees
    • Sacramento, CA1 employees
    • Vacaville, CA1 employees
    • Buckeye, AZ1 employees
    • , 1 employees
    • Gainesville, FL1 employees
    • Jefferson, GA1 employees
    • La Grande, OR1 employees
    • Liberty Lake, WA1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 8,363 to 8,330
      Feb 13, 2026 to Mar 26, 2026
    • Advisory employees · 46 to 63
      Feb 13, 2026 to Mar 26, 2026
    • Charity clients · 8 to 13
      Feb 13, 2026 to Mar 26, 2026
    • HNW clients · 237 to 320
      Feb 13, 2026 to Mar 26, 2026
    • Individual clients · 3,564 to 3,203
      Feb 13, 2026 to Mar 26, 2026
    • Employees · 46 to 63
      Feb 13, 2026 to Mar 26, 2026
    • State-registered IARs · 46 to 63
      Feb 13, 2026 to Mar 26, 2026
    • Discretionary RAUM · $1.0B to $1.3B
      Feb 13, 2026 to Mar 26, 2026
    • HNW RAUM · $434M to $610M
      Feb 13, 2026 to Mar 26, 2026
    • Individual RAUM · $597M to $708M
      Feb 13, 2026 to Mar 26, 2026
    • RAUM · $1.0B to $1.3B
      Feb 13, 2026 to Mar 26, 2026
    • Financial planning clients · 251-500 to 251-500
      Jun 3, 2025 to Jul 31, 2025
    • Accounts · 2,857 to 8,363
      Jan 30, 2025 to Mar 27, 2025
    • Advisory employees · 45 to 46
      Jan 30, 2025 to Mar 27, 2025
    • Charity clients · unset to 8.0
      Jan 30, 2025 to Mar 27, 2025
    • HNW clients · 197 to 237
      Jan 30, 2025 to Mar 27, 2025
    • Individual clients · 2,660 to 3,564
      Jan 30, 2025 to Mar 27, 2025
    • Employees · 45 to 46
      Jan 30, 2025 to Mar 27, 2025
    • Insurance-licensed employees · 4 to 3
      Jan 30, 2025 to Mar 27, 2025
    • Financial planning clients · 101-250 to 251-500
      Jan 30, 2025 to Mar 27, 2025
    • State-registered IARs · 45 to 46
      Jan 30, 2025 to Mar 27, 2025
    • Other offices · 28 to 25
      Jan 30, 2025 to Mar 27, 2025
    • Discretionary RAUM · $835M to $1.0B
      Jan 30, 2025 to Mar 27, 2025
    • HNW RAUM · $343M to $434M
      Jan 30, 2025 to Mar 27, 2025
    • Individual RAUM · $492M to $597M
      Jan 30, 2025 to Mar 27, 2025
    • RAUM · $835M to $1.0B
      Jan 30, 2025 to Mar 27, 2025
    • Other offices · 29 to 28
      Dec 3, 2024 to Jan 30, 2025
    • Other offices · 28 to 29
      Nov 15, 2024 to Dec 3, 2024
    • Other offices · 29 to 28
      Nov 8, 2024 to Nov 15, 2024
    • Other offices · 30 to 29
      Oct 4, 2024 to Nov 7, 2024
    • Other offices · 29 to 30
      Sep 12, 2024 to Oct 4, 2024
    • Other offices · 30 to 29
      Apr 3, 2024 to Jun 17, 2024
    • Accounts · 4,228 to 2,857
      Feb 26, 2024 to Mar 26, 2024
    • Advisory employees · 29 to 45
      Feb 26, 2024 to Mar 26, 2024
    • HNW clients · 111 to 197
      Feb 26, 2024 to Mar 26, 2024
    • Individual clients · 1,886 to 2,660
      Feb 26, 2024 to Mar 26, 2024
    • Employees · 29 to 45
      Feb 26, 2024 to Mar 26, 2024
    • State-registered IARs · 29 to 45
      Feb 26, 2024 to Mar 26, 2024
    • Discretionary RAUM · $521M to $835M
      Feb 26, 2024 to Mar 26, 2024
    • HNW RAUM · $183M to $343M
      Feb 26, 2024 to Mar 26, 2024
    Signals
    27 dated events
    • J••••••• J•••• S•••••• registered as an investment adviser representative at I•••••• A•••••••• L••
      Sep 16, 2026 · Advisor registered · fact
    • I•••••• A•••••••• L•• reported 63 state-registered advisory representatives, up from 46 (2026-02-13 to 2026-03-26)
      Mar 26, 2026 · Advisor headcount change · derived
    • I•••••• A•••••••• L•• reported RAUM $1.3B, up 29% from $1.0B (2026-02-13 to 2026-03-26)
      Mar 26, 2026 · RAUM change · derived
    • T•••••• N••••• S••••••••• left I•••••• A•••••••• L•• for I•••••• I••••••••• L•• (registered 2021-10-28)
      Mar 20, 2026 · Advisor changed firm · fact
    • 3 advisors left C••• L•• (Troutman, NC) for I•••••• A•••••••• L•• on the same day
      Dec 31, 2025 · Team lift-out · derived
    • J••••• W••• left I•••••• A•••••••• L•• for E•••• A••••••• I••• (registered 2025-03-31)
      Jan 30, 2025 · Advisor changed firm · fact
    • D•••••• W••• J••••• left I•••••• A•••••••• L•• for I•••••• I••••••••• L•• (registered 2023-03-01)
      Dec 31, 2024 · Advisor changed firm · fact
    • R••• J• M•••• left I•••••• A•••••••• L•• for T••••••••• L•• (registered 2024-11-11)
      Nov 8, 2024 · Advisor changed firm · fact
    • Z•••••• S•••• left I•••••• A•••••••• L•• for I•••••• I••••••••• L•• (registered 2021-09-09)
      Sep 23, 2024 · Advisor changed firm · fact
    • T••••• J••••••• B•••••• left I•••••• A•••••••• L•• for B••••••• W••••• M••••••••• L•• (registered 2024-09-16)
      Apr 4, 2024 · Advisor changed firm · fact
    • I•••••• A•••••••• L•• reported 45 state-registered advisory representatives, up from 29 (2024-02-26 to 2024-03-26)
      Mar 26, 2024 · Advisor headcount change · derived
    • I•••••• A•••••••• L•• reported RAUM $835.3M, up 60% from $520.8M (2024-02-26 to 2024-03-26)
      Mar 26, 2024 · RAUM change · derived
    • 2 advisors left V•••• F•••••••• A•••••••• I••• (Gainesville, FL) for I•••••• A•••••••• L•• on the same day
      Feb 15, 2024 · Team lift-out · derived
    • M•••••• D•••••• W•••••• left I•••••• A•••••••• L•• for V•••• F•••••••• A•••••••• I••• (registered 2026-05-04)
      Jul 24, 2023 · Advisor changed firm · fact
    • 2 advisors left S••••• M••••••••• (Little Rock, AR) for I•••••• A•••••••• L•• on the same day
      Jun 14, 2023 · Team lift-out · derived
    • 3 advisors left T••••••• I••••••••• M••••••••• I••• (Dillsburg, PA) for I•••••• A•••••••• L•• on the same day
      May 26, 2023 · Team lift-out · derived
    • D•••• R••••• D••• left I•••••• A•••••••• L•• for T•• O•••• 9• F••••••••• L•• (registered 2022-11-30)
      Dec 9, 2022 · Advisor changed firm · fact
    • K••• M•••••• L••• left I•••••• A•••••••• L•• for L••• P•••••••• L•• (registered 2022-11-28)
      Nov 29, 2022 · Advisor changed firm · fact
    • A••••• L••• D•••••• left I•••••• A•••••••• L•• for I•••••• I••••••••• L•• (registered 2020-08-12)
      Oct 13, 2022 · Advisor changed firm · fact
    • J••• M•••••• W•••••• left I•••••• A•••••••• L•• for F••••• M••••• W••••• A•••••••• L•• (registered 2022-12-14)
      Mar 29, 2022 · Advisor changed firm · fact
    • I•••••• A•••••••• L•• reported 33 state-registered advisory representatives, up from 21 (2022-02-14 to 2022-03-14)
      Mar 14, 2022 · Advisor headcount change · derived
    • I•••••• A•••••••• L•• reported RAUM $445.6M, up 47% from $303.1M (2022-02-14 to 2022-03-14)
      Mar 14, 2022 · RAUM change · derived
    • I•••••• A•••••••• L•• reported RAUM $303.1M, up 99% from $152.3M (2021-01-25 to 2021-03-03)
      Mar 3, 2021 · RAUM change · derived
    • I•••••• A•••••••• L•• reported 14 state-registered advisory representatives, up from 0 (2020-01-15 to 2020-03-26)
      Mar 26, 2020 · Advisor headcount change · derived
    • Owen Keith Chandler (Member) appeared on Schedule A of I•••••• A•••••••• L••
      Mar 26, 2020 · Control person joined · fact
    • Mark Jevon Webster (Member) appeared on Schedule A of I•••••• A•••••••• L••
      Mar 26, 2020 · Control person joined · fact
    • I•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
      Jan 7, 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 email
    i••••••@i•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    877-859-6383reportedpublished by the firm, firm site, Sep 15, 2026
    Website
    i•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
    Principal office phone
    877-859-6383reportedpublic record, Form ADV, Jun 8, 2026
    Team page
    i•••••••••.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
    $17.5Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026