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.

SEC-registered adviser

Bluedoor Private Wealth, LLC

Independent wealth managerBeverly, MassachusettsCRD 301907SEC 801-131443website IAPD

Latest filing Jun 11, 2026

First filing on the tape Oct 10, 2019 · 13 filings

SEC status approved since Nov 8, 2024

RAUM

$337M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

99%

$333M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$56.2M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

13 filings and snapshots on the tape

RAUM$337M as of Jun 11, 2026

Mar 31, 2025$106M then

HNW client RAUM$301M as of Jun 11, 2026

Mar 31, 2025$92.7M then

State-registered IARs (5.B.3)4 as of Jun 11, 2026

Mar 31, 20251 then

Employees (5.A)6 as of Jun 11, 2026

Mar 31, 20253 then

Private funds: no history

RAUM +218% over the last fiscal yearIARs 1 to 4offices 0 to 5

Practice profile

derived from the filing of Jun 11, 2026; every figure names its basis

RAUM per advisor: $56.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 23derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.4MderivedHNW RAUM over HNW clients
Average account: $780,709derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.0derived6 offices incl. principal (1.F.5)
RAUM growth, one year: +218%derivedbetween the last two annual amendments
Advisor growth, one year: +300%derivedItem 5.B.3 between annual amendments
Client growth, one year: +200%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 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)
receives research or other products from a broker-dealer, soft dollars (8.E)
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$301M89%
Individuals$32.2M9.6%
Charitable organizations$3.8M1.1%

Individual clients: 67reported
HNW clients: 68reported
Pension plan clients: n/areported
Charitable clients: 2reported
Accounts: 432reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
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

5 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Michael Charles KozakCertified Financial Planner	Beverly, Ma	Dec 18, 2019	26 y	3
Grady Kozak	Beverly, Ma	Sep 23, 2025	11 y	0
Robert Byron Murphy	Beverly, Ma	Dec 23, 2025	15 y	2
Thomas Eugene Shepherd	West Hartford, Ct	Apr 16, 2026	19 y	1
John Richard Shepherd	Port Saint Lucie, Fl	Apr 16, 2026	15 y	6

Advisor movement

0 left, 4 joined in 12 months

net +4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

John Richard Shepherd from Fairbanks Capital Management, Inc.
Apr 16, 2026 · RIA to RIA
Thomas Eugene Shepherd from MML Investors Services, LLC
Apr 16, 2026 · Affiliated broker-dealer or bank to independent RIA
Robert Byron Murphy from Little House Capital, LLC
Dec 23, 2025 · RIA to RIA
Kevin Patrick Mccutcheon from Live Oak Family Offices LLC
Dec 10, 2025 · RIA to RIA
Michael Charles Kozak from Little House Capital, LLC
Dec 18, 2019 · RIA to a newly registered adviser

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Charles Michael Kozak · President And Chief Compliance Officercontrol
since 04/2019 · owns 75% or more

Related persons

Schedule D 7.A

Michael Kozak
n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Beverly, Ma · principal	6	5	0
St Petersburg, Fl	2	2	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Apr 9, 2026
RAUM (Item 5.F) moved from $105,928,806 to $337,266,388 (+218.0%) between the annual amendments of 2025-03-31 and 2026-04-09; the peer median change was +15.0% (4551 comparable advisers, 100.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,551) · 100% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Other offices · 1 to 5
Mar 31, 2026 to Apr 9, 2026
Accounts · 158 to 432
Jan 15, 2026 to Mar 31, 2026
Advisory employees · 5 to 4
Jan 15, 2026 to Mar 31, 2026
Advisory activities · 3 to 4
Jan 15, 2026 to Mar 31, 2026
Charity clients · 3 to 2
Jan 15, 2026 to Mar 31, 2026
HNW clients · 24 to 68
Jan 15, 2026 to Mar 31, 2026
Individual clients · 21 to 67
Jan 15, 2026 to Mar 31, 2026
Employees · 7 to 6
Jan 15, 2026 to Mar 31, 2026
Financial planning clients · 26-50 to 101-250
Jan 15, 2026 to Mar 31, 2026
State-registered IARs · 5 to 4
Jan 15, 2026 to Mar 31, 2026
Other offices · 0 to 1
Jan 15, 2026 to Mar 31, 2026
Discretionary RAUM · $106M to $337M
Jan 15, 2026 to Mar 31, 2026
HNW RAUM · $92.7M to $301M
Jan 15, 2026 to Mar 31, 2026
Individual RAUM · $8.3M to $32.2M
Jan 15, 2026 to Mar 31, 2026
Non-discretionary RAUM · $256,103 to $0
Jan 15, 2026 to Mar 31, 2026
RAUM · $106M to $337M
Jan 15, 2026 to Mar 31, 2026
Related insurance company · false to true
Jan 15, 2026 to Mar 31, 2026
Advisory employees · 4 to 5
Nov 19, 2025 to Jan 15, 2026
Employees · 6 to 7
Nov 19, 2025 to Jan 15, 2026
State-registered IARs · 4 to 5
Nov 19, 2025 to Jan 15, 2026
Succession · true to false
Nov 19, 2025 to Jan 15, 2026
Advisory employees · 2 to 4
Mar 31, 2025 to Nov 19, 2025
Assets in custody · 10867324.0 to unset
Mar 31, 2025 to Nov 19, 2025
Employees · 3 to 6
Mar 31, 2025 to Nov 19, 2025
State-registered IARs · 1 to 4
Mar 31, 2025 to Nov 19, 2025
Succession · false to true
Mar 31, 2025 to Nov 19, 2025
Accounts · 160 to 158
Oct 9, 2024 to Mar 31, 2025
Advisory employees · 1 to 2
Oct 9, 2024 to Mar 31, 2025
Charity clients · unset to 3.0
Oct 9, 2024 to Mar 31, 2025
HNW clients · 23 to 24
Oct 9, 2024 to Mar 31, 2025
Individual clients · 22 to 21
Oct 9, 2024 to Mar 31, 2025
Assets in custody · unset to 10867324.0
Oct 9, 2024 to Mar 31, 2025
Employees · 2 to 3
Oct 9, 2024 to Mar 31, 2025
Financial planning clients · 11-25 to 26-50
Oct 9, 2024 to Mar 31, 2025
Discretionary RAUM · $102M to $106M
Oct 9, 2024 to Mar 31, 2025
HNW RAUM · $92.9M to $92.7M
Oct 9, 2024 to Mar 31, 2025
Individual RAUM · $9.8M to $8.3M
Oct 9, 2024 to Mar 31, 2025
Non-discretionary RAUM · $252,725 to $256,103
Oct 9, 2024 to Mar 31, 2025
RAUM · $103M to $106M
Oct 9, 2024 to Mar 31, 2025
Accounts · 89 to 160
Feb 28, 2020 to Oct 9, 2024

Signals

4 dated events

Bluedoor Private Wealth, Llc reported RAUM $337.3M, up 218% from $105.9M (2026-01-15 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
Bluedoor Private Wealth, Llc reported succeeding to the business of Live Oak Family Offices Llc (Form ADV Item 4)
Nov 19, 2025 · Succession (Item 4) · fact
Byron Robert Murphy (Managing Member) no longer on Schedule A of Bluedoor Private Wealth, Llc (listed 2019-10-10, absent 2020-01-07)
Jan 7, 2020 · Control person left · inference
Bluedoor Private Wealth, Llc filed its initial SEC registration (Form ADV)
Oct 10, 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: 781-810-4604reportedpublished by the firm, firm site, Sep 16, 2026
Website: bluedoorprivate.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 781-810-4604reportedpublic record, Form ADV, Jun 11, 2026
Contact form: bluedoorprivate.com/contact-2reportedpublished 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: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $56.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026