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
Black Knight Wealth Management, LLC
Latest filing Aug 4, 2026
First filing on the tape Aug 10, 2022 · 15 filings
SEC status approved since Oct 18, 2022
RAUM
$539M
reported, Item 5.F
Discretionary
48%
of RAUM
Private clients
100%
$539M individuals and HNW
Advisors
14
registered through the firm on IAPD
RAUM per advisor
$38.5M
derived; firm RAUM over IAPD count
Employees
14
10 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$539M as of Aug 4, 2026
Mar 29, 2023$145M then
HNW client RAUM$467M as of Aug 4, 2026
Mar 29, 2023$107M then
State-registered IARs (5.B.3)10 as of Aug 4, 2026
Mar 29, 20236 then
Employees (5.A)14 as of Aug 4, 2026
Mar 29, 202311 then
Private funds: no history
RAUM +125% over the last fiscal year+55% a year over threeIARs 9 to 10offices 4 to 9
Practice profile
derived from the filing of Aug 4, 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
- RAUM per advisor
- $38.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 32derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.6MderivedHNW RAUM over HNW clients
- Average account
- $440,179derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 48%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
- 1.4derived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +125%derivedbetween the last two annual amendments
- Advisor growth, one year
- +11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $163,730, 85 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$467M87%
- Individuals$72.3M13%
- Individual clients
- 360reported
- HNW clients
- 84reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1,225reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $163,730 for 85 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
14 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Scott Christians | Frisco, Tx | Sep 19, 2019 | 30 y | 5 |
| Dennis Patrick Berry | Hot Springs, Ar | Mar 2, 2020 | 27 y | 3 |
| Jonathan Melehan | Frisco, Tx | Nov 3, 2020 | 14 y | 1 |
| Carl M Kielbasa | State College, Pa | May 7, 2021 | 12 y | 0 |
| Malissa Marie Mcnanna | Hot Springs, Ar | Dec 4, 2023 | 11 y | 3 |
| Tanner Dallas | Frisco, Tx | Jul 8, 2024 | 13 y | 1 |
| Katrina L Robertson | Frisco, Tx | Oct 1, 2024 | 19 y | 2 |
| Richard Lee Kagy | Frisco, Tx | Jan 27, 2025 | 20 y | 7 |
| Lance Enoch PurcellCertified Financial Planner | Frisco, Tx | May 20, 2025 | 16 y | 0 |
| Brentt Shropshire | Arlington, Tx | Jul 23, 2025 | 20 y | 2 |
| Matthew Bitter | St. Charles, Mo | Aug 14, 2025 | 12 y | 0 |
| Christopher John Corjay | Frisco, Tx | Jan 1, 2026 | 21 y | 3 |
| Justin Lewis Lero | Frisco, Tx | Mar 17, 2026 | 11 y | 0 |
| Jonathan Seth Hendler | Frisco, Tx | Jul 2, 2026 | 14 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Douglas Mabry Hohertz to Cambridge Investment Research Advisors, Inc.Jun 7, 2024 · RIA to affiliated broker-dealer or bank
- Jordan Michael Roach to Retirement Planners Of AmericaNov 9, 2022 · RIA to RIA
Joined, latest
- Christopher John Corjay from Optivise Advisory Services LLCJan 1, 2026 · RIA to RIA
- Brentt Shropshire from Cambridge Investment Research Advisors, Inc.Jul 23, 2025 · Affiliated broker-dealer or bank to independent RIA
- Katrina L Robertson from Strongtower Wealth Management, PlcOct 1, 2024 · RIA to RIA
- Tanner Dallas from Eagle Strategies LLCJul 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Malissa Marie Mcnanna from Optivise Advisory Services LLCDec 4, 2023 · RIA to RIA
- Douglas Mabry Hohertz from Salient Capital Advisors, LLCMar 14, 2023 · Other
- Richard Lee Kagy from Optivise Advisory Services LLCDec 14, 2021 · RIA to RIA
- Jordan Michael Roach from Retirement Planners Of AmericaFeb 5, 2021 · RIA to RIA
- Jonathan Melehan from Morgan StanleyNov 3, 2020 · Wirehouse to independent RIA
- Dennis Patrick Berry from Morgan StanleyMar 2, 2020 · Wirehouse to independent RIA
- Michael Scott Christians from Mills Wealth Advisors, LLCSep 19, 2019 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Michael Christians · Ownercontrolsince 03/2022 · owns 25% to 50% of Black Knight Group
- Ray Chris Easter · Partnercontrolsince 09/2021 · owns 25% to 50% of Black Knight Group
- Wendell Robert Holmes · Partnercontrolsince 03/2018 · owns 25% to 50% of Black Knight Group
- Scott Michael Christians · Ccosince 03/2018 · owns less than 5%
Entity owners
- Black Knight Group · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Black Knight Alternative Investments, LLCinvestment advisery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Frisco, Tx | 14 | 3 | 0 | ||
| Hot Springs, Ar | 3 | 0 | 0 | ||
| St Charles, Mo | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St. Charles, MO2 employees
- Hot Springs, AR1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 16, 2026discretionary share of RAUM moved from 89.0% to 48.0% between the annual amendments of 2025-03-13 and 2026-03-16peers: independent wealth managers, $500M to $1B (1,483)
- office count surgeChange between filings · filing Mar 16, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 8.0 (+100.0%) between the annual amendments of 2025-03-13 and 2026-03-16; the peer median change was 0.0% (233 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $500M to $1B (233) · 97% percentile
- RAUM up 50 %Change between filings · filing Mar 16, 2026RAUM (Item 5.F) moved from $239,952,261 to $539,219,474 (+125.0%) between the annual amendments of 2025-03-13 and 2026-03-16; the peer median change was +16.0% (1386 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 99% percentile
What changed
consecutive filings, newest first
- Other offices · 8 to 9Jun 17, 2026 to Aug 4, 2026
- Accounts · 915 to 1,225Nov 5, 2025 to Mar 16, 2026
- Advisory employees · 7 to 10Nov 5, 2025 to Mar 16, 2026
- HNW clients · 108 to 84Nov 5, 2025 to Mar 16, 2026
- Individual clients · 279 to 360Nov 5, 2025 to Mar 16, 2026
- Assets in custody · $96,091 to $163,730Nov 5, 2025 to Mar 16, 2026
- Employees · 15 to 14Nov 5, 2025 to Mar 16, 2026
- Financial planning clients · 101-250 to 251-500Nov 5, 2025 to Mar 16, 2026
- State-registered IARs · 11 to 10Nov 5, 2025 to Mar 16, 2026
- Other offices · 7 to 8Nov 5, 2025 to Mar 16, 2026
- Discretionary RAUM · $215M to $259MNov 5, 2025 to Mar 16, 2026
- HNW RAUM · $206M to $467MNov 5, 2025 to Mar 16, 2026
- Individual RAUM · $34.3M to $72.3MNov 5, 2025 to Mar 16, 2026
- Non-discretionary RAUM · $25.2M to $281MNov 5, 2025 to Mar 16, 2026
- RAUM · $240M to $539MNov 5, 2025 to Mar 16, 2026
- Related insurance company · false to trueNov 5, 2025 to Mar 16, 2026
- Advisory employees · 6 to 7May 23, 2025 to Jul 22, 2025
- BD registered reps · 0 to 1May 23, 2025 to Jul 22, 2025
- Employees · 13 to 15May 23, 2025 to Jul 22, 2025
- Financial planning clients · 101-250 to 101-250May 23, 2025 to Jul 22, 2025
- State-registered IARs · 10 to 11May 23, 2025 to Jul 22, 2025
- Other offices · 5 to 7May 23, 2025 to Jul 22, 2025
- Advisory employees · 5 to 6Mar 13, 2025 to May 23, 2025
- Employees · 12 to 13Mar 13, 2025 to May 23, 2025
- State-registered IARs · 9 to 10Mar 13, 2025 to May 23, 2025
- Other offices · 4 to 5Mar 13, 2025 to May 23, 2025
- Accounts · 542 to 915Jan 24, 2025 to Mar 13, 2025
- Advisory employees · 3 to 5Jan 24, 2025 to Mar 13, 2025
- HNW clients · 65 to 108Jan 24, 2025 to Mar 13, 2025
- Individual clients · 142 to 279Jan 24, 2025 to Mar 13, 2025
- Assets in custody · $107M to $96,091Jan 24, 2025 to Mar 13, 2025
- Employees · 6 to 12Jan 24, 2025 to Mar 13, 2025
- State-registered IARs · 3 to 9Jan 24, 2025 to Mar 13, 2025
- Other offices · 3 to 4Jan 24, 2025 to Mar 13, 2025
- Discretionary RAUM · $163M to $215MJan 24, 2025 to Mar 13, 2025
- HNW RAUM · $122M to $206MJan 24, 2025 to Mar 13, 2025
- Individual RAUM · $41.6M to $34.3MJan 24, 2025 to Mar 13, 2025
- Non-discretionary RAUM · $0 to $25.2MJan 24, 2025 to Mar 13, 2025
- RAUM · $163M to $240MJan 24, 2025 to Mar 13, 2025
- HQ city · unset to Sep 30, 2024 to Jan 24, 2025
Signals
5 dated events
- Black Knight Wealth Management, Llc reported RAUM $539.2M, up 125% from $240.0M (2025-11-05 to 2026-03-16)Mar 16, 2026 · RAUM change · derived
- Douglas Mabry Hohertz left Black Knight Wealth Management, Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-06-04)Jun 7, 2024 · Advisor changed firm · fact
- Ray Chris Easter (Partner) appeared on Schedule A of Black Knight Wealth Management, LlcMar 29, 2023 · Control person joined · fact
- Jordan Michael Roach left Black Knight Wealth Management, Llc for Retirement Planners Of America (registered 2022-07-11)Nov 9, 2022 · Advisor changed firm · fact
- Black Knight Wealth Management, Llc filed its initial SEC registration (Form ADV)Aug 10, 2022 · 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
- msc@blackknightwm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 469-480-4756reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 972-786-6527reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/opulence-planning-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blackknightwm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 972-786-6527reportedpublic record, Form ADV, Aug 4, 2026
- Contact form
- blackknightwm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- blackknightwm.com/who-we-arereportedpublished 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
- $38.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026