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
W••••• C••• C••••••
Legal name W••••• C••• C••••••• L••
Latest filing Jan 26, 2026
First filing on the tape Mar 13, 2025 · 2 filings
SEC status approved since Mar 12, 2025
RAUM
$121M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$121M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$60.3M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$121M as of Jan 26, 2026
Mar 13, 2025$101M then
HNW client RAUM$112M as of Jan 26, 2026
Mar 13, 2025$93.8M then
State-registered IARs (5.B.3)2 as of Jan 26, 2026
Mar 13, 20252 then
Employees (5.A)2 as of Jan 26, 2026
Mar 13, 20252 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Jan 26, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- RAUM per advisor
- $60.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 21derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%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
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.1%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$112M93%
- Individuals$8.2M6.8%
- Individual clients
- 11reported
- HNW clients
- 30reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 82reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| E••• J••••• L••••••• | Portland, Me | Apr 17, 2020 | 23 y | 1 |
| C••• I••••• T••••••• | Hilton Head, Sc | May 11, 2021 | 25 y | 0 |
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••• J••••• L••••••• from M••••• S••••••Apr 17, 2020 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L•••••••• E•••• J••••• · Membercontrolsince 04/2020 · owns 50% to 75%
- T•••••••• C•••• I••••• · Member And Chief Compliance Officercontrolsince 12/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 114 to 82Mar 13, 2025 to Jan 26, 2026
- HNW clients · 29 to 30Mar 13, 2025 to Jan 26, 2026
- Individual clients · 10 to 11Mar 13, 2025 to Jan 26, 2026
- Discretionary RAUM · $101M to $121MMar 13, 2025 to Jan 26, 2026
- HNW RAUM · $93.8M to $112MMar 13, 2025 to Jan 26, 2026
- Individual RAUM · $6.8M to $8.2MMar 13, 2025 to Jan 26, 2026
- RAUM · $101M to $121MMar 13, 2025 to Jan 26, 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
- Website
- w•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (207) 400-1392reportedpublic record, Form ADV, Jan 26, 2026
- Team page
- wrightcovecapital.com/who-we-arereportedpublished 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
- $60.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026