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
B• F••••• O•••••• L••
Latest filing Mar 19, 2026
First filing on the tape Feb 14, 2020 · 15 filings
SEC status approved since Mar 13, 2020
RAUM
$4.0B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$4.0B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$4.0B as of Mar 19, 2026
Mar 29, 2021$1.3B then
HNW client RAUM$4.0B as of Mar 19, 2026
Mar 29, 2021$1.3B then
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 29, 20210 then
Employees (5.A)7 as of Mar 19, 2026
Mar 29, 20213 then
Private funds: no history
RAUM +32% over the last fiscal year+27% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $400MderivedHNW RAUM over HNW clients
- Average account
- $400MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +25%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $4.1M, 1 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
- 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$4.0B100%
- Individual clients
- 0reported
- HNW clients
- 10reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 10reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.1M for 1 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=0.0derived
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
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• L•••••• T•••••••• · Chief Compliance Officer, Partner, And Head Of Family Officecontrolsince 10/2023 · owns less than 5%
Entity owners
- B•••••• T•••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 19, 2026discretionary share of RAUM of 0% against a peer median of 99% (1362 comparable advisers, 0.0th percentile, 33.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,362) · 0.0% percentile
- account count collapseChange between filings · filing Mar 19, 2026accounts (Item 5.F.2.f) moved from 231.0 to 10.0 (-96.0%) between the annual amendments of 2025-03-21 and 2026-03-19; the peer median change was +6.0% (1206 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 0.1% percentile
What changed
consecutive filings, newest first
- Accounts · 231 to 10Mar 21, 2025 to Mar 19, 2026
- Advisory employees · 5 to 7Mar 21, 2025 to Mar 19, 2026
- HNW clients · 8 to 10Mar 21, 2025 to Mar 19, 2026
- Assets in custody · $3.9M to $4.1MMar 21, 2025 to Mar 19, 2026
- Employees · 5 to 7Mar 21, 2025 to Mar 19, 2026
- HNW RAUM · $3.0B to $4.0BMar 21, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $3.0B to $4.0BMar 21, 2025 to Mar 19, 2026
- RAUM · $3.0B to $4.0BMar 21, 2025 to Mar 19, 2026
- Accounts · 6 to 231Jul 8, 2024 to Mar 21, 2025
- Advisory employees · 4 to 5Jul 8, 2024 to Mar 21, 2025
- HNW clients · 6 to 8Jul 8, 2024 to Mar 21, 2025
- Assets in custody · $1.6M to $3.9MJul 8, 2024 to Mar 21, 2025
- Employees · 4 to 5Jul 8, 2024 to Mar 21, 2025
- Financial planning clients · 0 to 0Jul 8, 2024 to Mar 21, 2025
- HNW RAUM · $2.7B to $3.0BJul 8, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $2.7B to $3.0BJul 8, 2024 to Mar 21, 2025
- RAUM · $2.7B to $3.0BJul 8, 2024 to Mar 21, 2025
- Assets in custody · $93.7M to $1.6MApr 18, 2024 to Jul 8, 2024
- Accounts · 140 to 6Oct 31, 2023 to Mar 27, 2024
- HNW clients · 7 to 6Oct 31, 2023 to Mar 27, 2024
- Assets in custody · $275M to $93.7MOct 31, 2023 to Mar 27, 2024
- HNW RAUM · $2.0B to $2.7BOct 31, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $2.0B to $2.7BOct 31, 2023 to Mar 27, 2024
- RAUM · $2.0B to $2.7BOct 31, 2023 to Mar 27, 2024
- Accounts · 112 to 140Mar 23, 2022 to Mar 31, 2023
- Advisory employees · 3 to 4Mar 23, 2022 to Mar 31, 2023
- Assets in custody · unset to 274685048.0Mar 23, 2022 to Mar 31, 2023
- Custody of client assets · false to trueMar 23, 2022 to Mar 31, 2023
- Employees · 3 to 4Mar 23, 2022 to Mar 31, 2023
- HNW RAUM · $1.7B to $2.0BMar 23, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $1.7B to $2.0BMar 23, 2022 to Mar 31, 2023
- RAUM · $1.7B to $2.0BMar 23, 2022 to Mar 31, 2023
- Related adviser · true to falseMar 23, 2022 to Mar 31, 2023
- Accounts · 95 to 112Feb 1, 2022 to Mar 23, 2022
- HNW clients · 8 to 7Feb 1, 2022 to Mar 23, 2022
- HNW RAUM · $1.3B to $1.7BFeb 1, 2022 to Mar 23, 2022
- Non-discretionary RAUM · $1.3B to $1.7BFeb 1, 2022 to Mar 23, 2022
- RAUM · $1.3B to $1.7BFeb 1, 2022 to Mar 23, 2022
- Accounts · 13 to 95Jul 14, 2020 to Mar 29, 2021
- HNW clients · 2 to 8Jul 14, 2020 to Mar 29, 2021
Signals
7 dated events
- B• F••••• O•••••• L•• reported RAUM $4.0B, up 32% from $3.0B (2025-03-21 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- B• F••••• O•••••• L•• reported RAUM $2.7B, up 37% from $2.0B (2023-10-31 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- William Steven Nowak (Chief Compliance Officer/Head Of Family Office) no longer on Schedule A of B• F••••• O•••••• L•• (listed 2023-03-31, absent 2023-10-31)Oct 31, 2023 · Control person left · inference
- T•••••••• L••••• A•••••• (Chief Compliance Officer) appeared on Schedule A of B• F••••• O•••••• L••Oct 31, 2023 · Control person joined · fact
- B• F••••• O•••••• L•• reported RAUM $1.7B, up 25% from $1.3B (2022-02-01 to 2022-03-23)Mar 23, 2022 · RAUM change · derived
- B• F••••• O•••••• L•• reported RAUM $1.3B, up 382% from $278.0M (2020-07-14 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- B• F••••• O•••••• L•• filed its initial SEC registration (Form ADV)Feb 14, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B• F••••• O•••••• L•• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business phone
- 404-313-4528reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 404-341-5803reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 469-766-4654reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/bt-family-office-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- btfamilyoffice.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-341-5800reportedpublic record, Form ADV, Mar 19, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026