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•••• W••••• M••••••••• • P••••••• L••

Independent wealth managerBluffton, South CarolinaCRD 305086SEC 801-132805websiteIAPD
Latest filing Jan 24, 2026
First filing on the tape Apr 17, 2025 · 2 filings
SEC status approved since May 19, 2025
RAUM
$115M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
98%
$112M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$57.4M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$115M as of Jan 24, 2026
Apr 17, 2025$108M then
HNW client RAUM$101M as of Jan 24, 2026
Apr 17, 2025$92.2M then
State-registered IARs (5.B.3)2 as of Jan 24, 2026
Apr 17, 20252 then
Employees (5.A)2 as of Jan 24, 2026
Apr 17, 20252 then
Private funds: no history
RAUM +6.7% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Jan 24, 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
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$57.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
231derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.3MderivedHNW RAUM over HNW clients
Average account
$503,739derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+6.7%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+484%derived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Custody
$1.9M, 2 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$101M88%
  • Individuals$11.5M10.0%
  • Corporations and businesses$2.4M2.1%
  • Charitable organizations$9,4450.0%
Individual clients
430reported
HNW clients
31reported
Pension plan clients
0reported
Charitable clients
1reported
Accounts
228reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$1.9M for 2 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=0.98 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
NameBranchHere sinceIn industryPrior firms
J••••••• S• S•••••••••Certified Financial PlannerBluffton, ScNov 14, 201914 y1
R••••• W• S•••••••••Certified Financial PlannerBluffton, ScNov 14, 201914 y1
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 headcount0 left over 36 months
Left, latest
none on the tape
    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
      • S••••••••• J•••••••• S• · Chief Compliance Officer/Owner Managercontrol
        since 01/2022 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Advisers that list M•••• W••••• M••••••••• • P••••••• L•• as a related person
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Bluffton, Sc · principal200
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      0 against comparable advisers; where to look, not conclusions
      Nothing stands out against peers.
        Data quality: total accounts (5.F.2.f) is below the private client count (5.D) by half or more on the filing of 2026-01-24
        How anomalies are measured
        What changed
        consecutive filings, newest first
        • Accounts · 226 to 228
          Apr 17, 2025 to Jan 24, 2026
        • HNW clients · 33 to 31
          Apr 17, 2025 to Jan 24, 2026
        • Individual clients · 46 to 430
          Apr 17, 2025 to Jan 24, 2026
        • Discretionary RAUM · $108M to $114M
          Apr 17, 2025 to Jan 24, 2026
        • HNW RAUM · $92.2M to $101M
          Apr 17, 2025 to Jan 24, 2026
        • Individual RAUM · $13.8M to $11.5M
          Apr 17, 2025 to Jan 24, 2026
        • Non-discretionary RAUM · $23,571 to $1.2M
          Apr 17, 2025 to Jan 24, 2026
        • RAUM · $108M to $115M
          Apr 17, 2025 to Jan 24, 2026
        Signals
        No event on the tape.
        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
        843-271-6088reportedpublished by the firm, firm site, Sep 16, 2026
        Firm profile
        linkedin.com/company/metiswealthreportedpublic record, Form ADV, Sep 18, 2026
        Website
        m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
        Principal office phone
        843-271-6088reportedpublic record, Form ADV, Jan 24, 2026
        Contact form
        m•••••••••.comreportedpublished 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
        $57.4Mderivedfirm RAUM over the IAPD count; not a book size
        Loaded
        Sep 14, 2026