DFX Intelligence

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SEC-registered adviser

E•••• B••••• W••••• M••••••••• L••

Independent wealth managerColumbia, MissouriCRD 306311SEC 801-120565website IAPD

Latest filing Mar 10, 2026

First filing on the tape Oct 25, 2019 · 13 filings

SEC status approved since Mar 22, 2021

RAUM

$294M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

96%

$281M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$98.1M

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$294M as of Mar 10, 2026

Mar 10, 2020$2.8M then

HNW client RAUM$245M as of Mar 10, 2026

Mar 14, 2022$119M then

State-registered IARs (5.B.3)3 as of Mar 10, 2026

Mar 10, 20201 then

Employees (5.A)5 as of Mar 10, 2026

Mar 10, 20201 then

Private funds: no history

RAUM +27% over the last fiscal year+19% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Mar 10, 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: $98.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 55derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.2MderivedHNW RAUM over HNW clients
Average account: $534,896derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.7derivedItem 5.A over advisors
Advisors per office: 3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +27%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +14%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Custody: $149M, 100 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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$245M83%
Individuals$36.7M12%
Corporations and businesses$9.6M3.2%
Pension and profit-sharing plans$2.4M0.8%
Charitable organizations$792,7820.3%

Individual clients: 89reported
HNW clients: 76reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 550reported
Financial planning clients: 1-10reported
Wrap fee programs: noreported
Custody of client assets: $149M for 100 clientsreported
Compensation: % of AUMreported
Class basis: private_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
N••••••• J•••• T•••••••••Chartered Financial Analyst	Columbia, Mo	Nov 26, 2019	15 y	0
J•••••• M••••••••• H•••••Certified Financial Planner	Columbia, Mo	Aug 25, 2020	26 y	1
E•••••• P•••••••• R••••••	Columbia, Mo	Mar 29, 2021	13 y	1

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

Joined, latest

E•••••• P•••••••• R•••••• from W•••• F•••• A•••••••
Mar 29, 2021 · Wirehouse to independent RIA
J•••••• M••••••••• H••••• from S•••••• N••••••• • C••••••• I•••••••••
Aug 25, 2020 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

R••••••• E••••••• P•••••••• · Chief Compliance Officercontrol
since 07/2023 · owns less than 5%
T••••••••• N•••••••• J•••• · Managing Member, Founder, Chief Investment Officercontrol
since 10/2019 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Columbia, Mo · principal	3	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

business activity changedChange between filings · filing Mar 10, 2026
pension consulting (Item 5.G.6): no on the filing of 2025-02-28, yes on the filing of 2026-03-10
peers: independent wealth managers, $100M to $500M (5,679)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 487 to 550
Feb 28, 2025 to Mar 10, 2026
Advisory activities · 2 to 3
Feb 28, 2025 to Mar 10, 2026
Corporate clients · 5.0 to unset
Feb 28, 2025 to Mar 10, 2026
HNW clients · 63 to 76
Feb 28, 2025 to Mar 10, 2026
Individual clients · 82 to 89
Feb 28, 2025 to Mar 10, 2026
Assets in custody · $84.5M to $149M
Feb 28, 2025 to Mar 10, 2026
Discretionary RAUM · $231M to $294M
Feb 28, 2025 to Mar 10, 2026
HNW RAUM · $190M to $245M
Feb 28, 2025 to Mar 10, 2026
Individual RAUM · $33.1M to $36.7M
Feb 28, 2025 to Mar 10, 2026
Non-discretionary RAUM · $133,719 to $181,337
Feb 28, 2025 to Mar 10, 2026
Pension RAUM · unset to 2429507.0
Feb 28, 2025 to Mar 10, 2026
RAUM · $231M to $294M
Feb 28, 2025 to Mar 10, 2026
Accounts · 436 to 487
Mar 11, 2024 to Feb 28, 2025
Advisory employees · 3 to 4
Mar 11, 2024 to Feb 28, 2025
Corporate clients · 8 to 5
Mar 11, 2024 to Feb 28, 2025
HNW clients · unset to 63.0
Mar 11, 2024 to Feb 28, 2025
Individual clients · 136 to 82
Mar 11, 2024 to Feb 28, 2025
Assets in custody · $16.6M to $84.5M
Mar 11, 2024 to Feb 28, 2025
Financial planning clients · 1-10 to 1-10
Mar 11, 2024 to Feb 28, 2025
Discretionary RAUM · $197M to $231M
Mar 11, 2024 to Feb 28, 2025
HNW RAUM · unset to 189534714.0
Mar 11, 2024 to Feb 28, 2025
Individual RAUM · $188M to $33.1M
Mar 11, 2024 to Feb 28, 2025
Non-discretionary RAUM · $5.7M to $133,719
Mar 11, 2024 to Feb 28, 2025
RAUM · $203M to $231M
Mar 11, 2024 to Feb 28, 2025
Accounts · 379 to 436
Nov 8, 2023 to Mar 11, 2024
Corporate clients · 5 to 8
Nov 8, 2023 to Mar 11, 2024
Individual clients · 117 to 136
Nov 8, 2023 to Mar 11, 2024
Assets in custody · $29.3M to $16.6M
Nov 8, 2023 to Mar 11, 2024
Financial planning clients · 0 to 1-10
Nov 8, 2023 to Mar 11, 2024
Discretionary RAUM · $171M to $197M
Nov 8, 2023 to Mar 11, 2024
Individual RAUM · $162M to $188M
Nov 8, 2023 to Mar 11, 2024
Non-discretionary RAUM · $2.7M to $5.7M
Nov 8, 2023 to Mar 11, 2024
RAUM · $174M to $203M
Nov 8, 2023 to Mar 11, 2024
Accounts · 323 to 379
Aug 12, 2022 to Mar 6, 2023
Advisory employees · 4 to 3
Aug 12, 2022 to Mar 6, 2023
Corporate clients · unset to 5.0
Aug 12, 2022 to Mar 6, 2023
HNW clients · 38.0 to unset
Aug 12, 2022 to Mar 6, 2023
Individual clients · 80 to 117
Aug 12, 2022 to Mar 6, 2023
Assets in custody · unset to 29332714.0
Aug 12, 2022 to Mar 6, 2023
Custody of client assets · false to true
Aug 12, 2022 to Mar 6, 2023

Signals

2 dated events

P•••••••• E•••••• R•••••• (Chief Compliance Officer) appeared on Schedule A of E•••• B••••• W••••• M••••••••• L••
Aug 10, 2023 · Control person joined · fact
E•••• B••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Oct 25, 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 email: j••••••••@e•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 573-607-4542reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 573-507-9286reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 573-507-9308reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/eagle-bluffs-wealth-management/?viewAsMreportedpublic record, Form ADV, Mar 10, 2026
Website: e•••••••••.comreportedpublic record, Form ADV, Mar 10, 2026
Principal office phone: (573) 507-9084reportedpublic record, Form ADV, Mar 10, 2026
Contact form: e•••••••••.comreportedpublished 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: $98.1Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026