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SEC-registered adviser

C•••• H••••• E••• L••

Asset manager (funds and pooled vehicles)St. Petersburg, FloridaCRD 305171SEC 801-117228websiteIAPD
Latest filing Aug 31, 2026
First filing on the tape Jul 24, 2019 · 29 filings
SEC status approved since Aug 23, 2019
RAUM
$168M
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
12
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$168M as of Aug 31, 2026
Feb 21, 2020$52.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Aug 31, 2026
Feb 21, 20201 then
Employees (5.A)12 as of Aug 31, 2026
Feb 21, 20202 then
Private funds: no history
RAUM +25% over the last fiscal year+19% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$168MderivedRAUM 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
$83.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
12.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+25%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$168M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
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
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • J••••••• S•••••• T••• · Secretarycontrol
        since 03/2015 · owns less than 5%
      • W•••••• M••••••• G•••• · President/Ownercontrol
        since 04/2004 · owns 50% to 75%
      • J••••••• S•••••• T••• · Membercontrol
        since 02/2014 · owns 75% or more of H•••••• C•••••• G••••• L••
      • M••••• D•••••• R•••••• · Chief Compliance Officer
        since 04/2024 · owns less than 5%
      Entity owners
      • H•••••• C•••••• G••••• L•• · Owner
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Advisers that list C•••• H••••• E••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      • BD registered reps · 0 to 1
        Jan 16, 2026 to Mar 10, 2026
      • Employees · 6 to 12
        Jan 16, 2026 to Mar 10, 2026
      • Discretionary RAUM · $134M to $168M
        Jan 16, 2026 to Mar 10, 2026
      • RAUM · $134M to $168M
        Jan 16, 2026 to Mar 10, 2026
      • Business name · O••••••• L•• to C•••• H••••• E••• L••
        Aug 5, 2025 to Nov 25, 2025
      • Employees · 2 to 6
        Aug 5, 2025 to Nov 25, 2025
      • Financial planning clients · 0 to 0
        Aug 5, 2025 to Nov 25, 2025
      • Legal name · O••••••• L•• to C•••• H••••• E••• L••
        Jul 15, 2024 to Mar 31, 2025
      • Discretionary RAUM · $106M to $134M
        Jul 15, 2024 to Mar 31, 2025
      • RAUM · $106M to $134M
        Jul 15, 2024 to Mar 31, 2025
      • HQ state · OH to FL
        May 28, 2024 to Jul 15, 2024
      • Employees · 3 to 2
        Apr 1, 2024 to May 28, 2024
      • Accounts · 1 to 2
        Dec 4, 2023 to Apr 1, 2024
      • Employees · 2 to 3
        Dec 4, 2023 to Apr 1, 2024
      • HQ state · FL to OH
        Dec 4, 2023 to Apr 1, 2024
      • Discretionary RAUM · $98.5M to $106M
        Dec 4, 2023 to Apr 1, 2024
      • RAUM · $98.5M to $106M
        Dec 4, 2023 to Apr 1, 2024
      • Discretionary RAUM · $98.2M to $98.5M
        Mar 28, 2023 to Mar 30, 2023
      • RAUM · $98.2M to $98.5M
        Mar 28, 2023 to Mar 30, 2023
      • Discretionary RAUM · $103M to $98.2M
        Mar 22, 2022 to Mar 28, 2023
      • RAUM · $103M to $98.2M
        Mar 22, 2022 to Mar 28, 2023
      • Related adviser · true to false
        Mar 22, 2022 to Mar 28, 2023
      • HQ city · HONOLULU to ST. PETERSBURG
        Jan 25, 2022 to Mar 22, 2022
      • HQ state · HI to FL
        Jan 25, 2022 to Mar 22, 2022
      • Discretionary RAUM · $55.5M to $103M
        Jan 25, 2022 to Mar 22, 2022
      • RAUM · $55.5M to $103M
        Jan 25, 2022 to Mar 22, 2022
      • Related adviser · false to true
        Jan 25, 2022 to Mar 22, 2022
      • Discretionary RAUM · $52.6M to $55.5M
        Jun 30, 2020 to Mar 5, 2021
      • RAUM · $52.6M to $55.5M
        Jun 30, 2020 to Mar 5, 2021
      • Advisory activities · 3 to 1
        Sep 29, 2019 to Feb 21, 2020
      • BD registered reps · 1 to 0
        Sep 29, 2019 to Feb 21, 2020
      • HQ city · COLORADO SPRINGS to HONOLULU
        Sep 29, 2019 to Feb 21, 2020
      • HQ state · CO to HI
        Sep 29, 2019 to Feb 21, 2020
      • Discretionary RAUM · $43.0M to $52.6M
        Sep 29, 2019 to Feb 21, 2020
      • RAUM · $43.0M to $52.6M
        Sep 29, 2019 to Feb 21, 2020
      • Business name · T•• I•••• G•••• to O••••••• L••
        Aug 30, 2019 to Sep 29, 2019
      • Legal name · T•• I•••• G•••• LLC to O••••••• L••
        Aug 30, 2019 to Sep 29, 2019
      • Succession · true to false
        Jul 24, 2019 to Aug 13, 2019
      Signals
      6 dated events
      • J••••• B•••• P•••••••• (Chief Compliance Officer) no longer on Schedule A of C•••• H••••• E••• L•• (listed 2024-04-01, absent 2024-05-28)
        May 28, 2024 · Control person left · inference
      • J••••• B•••• P•••••••• (Chief Compliance Officer) appeared on Schedule A of C•••• H••••• E••• L••
        Apr 1, 2024 · Control person joined · fact
      • Lee David Hunt (Chief Compliance Officer) no longer on Schedule A of C•••• H••••• E••• L•• (listed 2021-03-05, absent 2021-06-22)
        Jun 22, 2021 · Control person left · inference
      • Lee David Hunt (Chief Compliance Officer) appeared on Schedule A of C•••• H••••• E••• L••
        Jun 16, 2020 · Control person joined · fact
      • T•• I•••• G•••• filed its initial SEC registration (Form ADV)
        Jul 24, 2019 · First SEC registration · fact
      • T•• I•••• G•••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Jul 24, 2019 · Succession (Item 4) · 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
      Firm profile
      linkedin.com/company/index-fundsreportedpublic record, Form ADV, Sep 21, 2026
      Firm profile
      linkedin.com/company/cyber-hornet-etfsreportedpublic record, Form ADV, Sep 21, 2026
      Website
      c•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      7275020808reportedpublic record, Form ADV, Aug 31, 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