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
C••••• W••••• P•••••••
Legal name C••••• W••••• P•••••••• L••
Latest filing Aug 13, 2026
First filing on the tape May 3, 2020 · 29 filings
SEC status approved since Jun 3, 2020
RAUM
$3.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$3.1B individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$166M
derived; firm RAUM over IAPD count
Employees
28
27 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
1
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$3.2B as of Aug 13, 2026
Mar 25, 2021$1.1B then
HNW client RAUM$2.9B as of Aug 13, 2026
Mar 25, 2021$1.1B then
State-registered IARs (5.B.3)17 as of Aug 13, 2026
Mar 25, 20218 then
Employees (5.A)28 as of Aug 13, 2026
Mar 25, 202113 then
Private funds1 as of Aug 13, 2026
Mar 27, 20231 then
RAUM +22% over the last fiscal year+29% a year over threeIARs 18 to 17offices 5 to 4
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $166MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 64derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $591,274derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 3.8derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- -5.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $1.1B, 646 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
- is an insurance broker or agent (6.A.6)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.9B91%
- Individuals$218M6.9%
- Charitable organizations$48.3M1.5%
- Corporations and businesses$4.2M0.1%
- Individual clients
- 644reported
- HNW clients
- 575reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 5,330reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 646 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
19 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••••••• R••• Q•••••Certified Financial Planner | St. P••••Sburg, Fl | Jun 16, 2020 | 15 y | 2 |
| A••• S•••• H••• | St. P••••Sburg, Fl | Jun 16, 2020 | 11 y | 1 |
| T••••• M••••••• K•••••• | St. P••••Sburg, Fl | Jun 16, 2020 | 20 y | 2 |
| D•••• R•• L•••••• | St. P••••Sburg, Fl | Jun 16, 2020 | 18 y | 2 |
| E••• M•••••• B•••••• | St. P••••Sburg, Fl | Jun 16, 2020 | 30 y | 4 |
| P•••• F••••••• | St. P••••Sburg, Fl | Jun 16, 2020 | 21 y | 2 |
| S•••••• M••••••• K•••••• | St. P••••Sburg, Fl | Jun 16, 2020 | 35 y | 2 |
| R••••• A• T•••••• | St. P••••Sburg, Fl | Sep 10, 2021 | 12 y | 1 |
| B•••••• D•••• H••• | Grosse Pointe Park, Mi | Feb 4, 2022 | 23 y | 0 |
| R•••••• T••••• H••••• | Johns Creek, Ga | Dec 16, 2022 | 29 y | 3 |
| M•••••• S•••• C••••• | Pace, Fl | Dec 16, 2022 | 13 y | 1 |
| A••••• A•••••••• | St. P••••Sburg, Fl | Feb 13, 2023 | 20 y | 3 |
| S•••••• K••• K•••••• | St. P••••Sburg, Fl | Jun 22, 2023 | 10 y | 0 |
| R•••• M••••••• | St. P••••Sburg, Fl | Jun 29, 2023 | 13 y | 0 |
| R••• C• K•••Certified Financial Planner | Knoxville, Tn | Mar 8, 2024 | 11 y | 1 |
| S•••• P•••••• J•••• | Lake Mary, Fl | Aug 30, 2024 | 21 y | 3 |
| G•••••• J• B••••• | St. P••••Sburg, Fl | Oct 3, 2024 | 19 y | 0 |
| G•••• S•••• R••••••••Certified Financial Planner | Lake Mary, Fl | Mar 23, 2026 | 29 y | 1 |
| C•••• S••• J••••••••Certified Financial Planner | St. P••••Sburg, Fl | Sep 9, 2026 | 12 y | 3 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- M••••••• L• B•••• to G••• A•••••••• L••Jul 1, 2025 · RIA to a state-registered adviser
Joined, latest
- C•••• S••• J•••••••• from D•••••• W••••• M••••••••• L••Sep 9, 2026 · Other
- G•••• S•••• R•••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Mar 23, 2026 · Wirehouse to independent RIA
- S•••• P•••••• J•••• from B•••• W•••••• L••Aug 30, 2024 · RIA to RIA
- M••••••• L• B•••• from D•••• V•••••• I••••••••• L••Mar 15, 2024 · RIA to RIA
- R••• C• K••• from U•• F•••••••• S••••••• I•••Mar 8, 2024 · Wirehouse to independent RIA
- A••••• A•••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Feb 13, 2023 · Wirehouse to independent RIA
- R•••••• T••••• H••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Dec 16, 2022 · Wirehouse to independent RIA
- M•••••• S•••• C••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Dec 16, 2022 · Wirehouse to independent RIA
- R••••• A• T•••••• from J• W• C••• A•••••••• I•••Sep 10, 2021 · RIA to RIA
- S•••••• M••••••• K•••••• from U•• F•••••••• S••••••• I•••Jun 16, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- P•••• F••••••• from U•• F•••••••• S••••••• I•••Jun 16, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- E••• M•••••• B•••••• from U•• F•••••••• S••••••• I•••Jun 16, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- C••••••••• R••• Q••••• from U•• F•••••••• S••••••• I•••Jun 16, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- T••••• M••••••• K•••••• from U•• F•••••••• S••••••• I•••Jun 16, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- A••• S•••• H••• from U•• F•••••••• S••••••• I•••Jun 16, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Dec 16, 2022 · Atlanta, Ga
- 7 joined from U•• F•••••••• S••••••• I•••Jul 6, 2020 · St P••••Sburg, Fl
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• I••••• O••••••••• L•no longer reported | Hedge Fund | $33.5M | 52 | Mar 27, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• E•••• M•••••• · Directorcontrolsince 06/2020 · owns less than 5%
- F•••••••• P•••• · Directorcontrolsince 06/2020 · owns less than 5%
- H•••• A•••• S•••• · Vice Presidentcontrolsince 01/2022 · owns less than 5%
- K••••••• T•••••• M••••••• · Vice Presidentcontrolsince 06/2020 · owns less than 5%
- K••••••• S••••••• M••••••• · Chief Compliance Officer/President/Ceocontrolsince 06/2020 · owns less than 5%
- L••••••• D•••• · Directorcontrolsince 06/2020 · owns less than 5%
- Q•••••• C••••••••• R••• · Vice Presidentcontrolsince 06/2020 · owns less than 5%
- K••••••• S••••••• M••••••• · Ceocontrolsince 06/2020 · owns 25% to 50% of C••••• H••••••• L••
Entity owners
- C••••• H••••••• L•• · Memberdirect · owns 75% or more
- C••••• H•••••••• L•• · Memberdirect · owns 25% to 50%
- R••••••••• L•• · Memberdirect · owns 25% to 50%
- D•••••• F•••••••• P•••••••• L•• · Memberdirect · owns 5% to 10%
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 |
|---|---|---|---|---|---|
| St P••••Sburg, Fl | 19 | 2 | 0 | ||
| Lake Mary, Fl | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Lake Mary, FL1 employees
- , 1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 13, 2026F•••••••• P•••• (DIRECTOR) left Schedule A between the filings of 2023-03-27 and 2026-08-13peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 13, 2026H•••• A•••• S•••• (VICE PRESIDENT) left Schedule A between the filings of 2023-03-27 and 2026-08-13peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 13, 2026K••••••• T•••••• M••••••• (VICE PRESIDENT) left Schedule A between the filings of 2023-03-27 and 2026-08-13peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 13, 2026Q•••••• C••••••••• R••• (VICE PRESIDENT) left Schedule A between the filings of 2023-03-27 and 2026-08-13peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 13, 2026B••••••• E•••• M•••••• (DIRECTOR) left Schedule A between the filings of 2023-03-27 and 2026-08-13peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 4,011 to 5,330Jan 12, 2026 to Mar 25, 2026
- Advisory employees · 15 to 27Jan 12, 2026 to Mar 25, 2026
- Advisory activities · 4 to 5Jan 12, 2026 to Mar 25, 2026
- HNW clients · 450 to 575Jan 12, 2026 to Mar 25, 2026
- Individual clients · 633 to 644Jan 12, 2026 to Mar 25, 2026
- Assets in custody · $926M to $1.1BJan 12, 2026 to Mar 25, 2026
- Employees · 26 to 28Jan 12, 2026 to Mar 25, 2026
- Financial planning clients · 101-250 to 251-500Jan 12, 2026 to Mar 25, 2026
- State-registered IARs · 18 to 17Jan 12, 2026 to Mar 25, 2026
- Discretionary RAUM · $2.6B to $3.2BJan 12, 2026 to Mar 25, 2026
- HNW RAUM · $2.3B to $2.9BJan 12, 2026 to Mar 25, 2026
- Individual RAUM · $244M to $218MJan 12, 2026 to Mar 25, 2026
- RAUM · $2.6B to $3.2BJan 12, 2026 to Mar 25, 2026
- Financial planning clients · 101-250 to 101-250Mar 7, 2025 to Jul 10, 2025
- Other offices · 5 to 4Mar 7, 2025 to Jul 10, 2025
- Advisory employees · 11 to 15Aug 28, 2024 to Mar 7, 2025
- Accounts · 3,924 to 4,011Aug 28, 2024 to Mar 7, 2025
- Corporate clients · 3 to 4Aug 28, 2024 to Mar 7, 2025
- HNW clients · 358 to 450Aug 28, 2024 to Mar 7, 2025
- Individual clients · 496 to 633Aug 28, 2024 to Mar 7, 2025
- Assets in custody · $257M to $926MAug 28, 2024 to Mar 7, 2025
- Employees · 20 to 26Aug 28, 2024 to Mar 7, 2025
- Financial planning clients · 251-500 to 101-250Aug 28, 2024 to Mar 7, 2025
- State-registered IARs · 16 to 18Aug 28, 2024 to Mar 7, 2025
- Other offices · 4 to 5Aug 28, 2024 to Mar 7, 2025
- Discretionary RAUM · $2.0B to $2.6BAug 28, 2024 to Mar 7, 2025
- HNW RAUM · $1.7B to $2.3BAug 28, 2024 to Mar 7, 2025
- Individual RAUM · $236M to $244MAug 28, 2024 to Mar 7, 2025
- Non-discretionary RAUM · $14.0M to $0Aug 28, 2024 to Mar 7, 2025
- RAUM · $2.0B to $2.6BAug 28, 2024 to Mar 7, 2025
- Advisory employees · 10 to 11Mar 27, 2024 to Aug 28, 2024
- Employees · 19 to 20Mar 27, 2024 to Aug 28, 2024
- State-registered IARs · 15 to 16Mar 27, 2024 to Aug 28, 2024
- Other offices · 3 to 4Mar 27, 2024 to Aug 28, 2024
- Accounts · 3,059 to 3,924Nov 21, 2023 to Mar 27, 2024
- Corporate clients · unset to 3.0Nov 21, 2023 to Mar 27, 2024
- HNW clients · 336 to 358Nov 21, 2023 to Mar 27, 2024
- Individual clients · 393 to 496Nov 21, 2023 to Mar 27, 2024
- Assets in custody · $88.3M to $257MNov 21, 2023 to Mar 27, 2024
- Employees · 18 to 19Nov 21, 2023 to Mar 27, 2024
Signals
12 dated events
- M••••••• L• B•••• left C••••• W••••• P••••••• for G••• A•••••••• L•• (registered 2025-06-13)Jul 1, 2025 · Advisor changed firm · fact
- C••••• W••••• P••••••• reported RAUM $2.6B, up 29% from $2.0B (2024-08-28 to 2025-03-07)Mar 7, 2025 · RAUM change · derived
- C••••• W••••• P••••••• reported RAUM $2.0B, up 37% from $1.5B (2023-11-21 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- 2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (Atlanta, GA) for C••••• W••••• P••••••• within 5 daysDec 16, 2022 · Team lift-out · derived
- Matthews S K•••••• (Chief Compliance Officer/President/Ceo) appeared on Schedule A of C••••• W••••• P•••••••Jun 12, 2020 · Control person joined · fact
- P•••• F••••••• (Director) appeared on Schedule A of C••••• W••••• P•••••••Jun 12, 2020 · Control person joined · fact
- Michael Eric Branson (Director) appeared on Schedule A of C••••• W••••• P•••••••Jun 12, 2020 · Control person joined · fact
- M Thomas Kidwell (Vice President) appeared on Schedule A of C••••• W••••• P•••••••Jun 12, 2020 · Control person joined · fact
- R••• Christopher Quinty (Vice President) appeared on Schedule A of C••••• W••••• P•••••••Jun 12, 2020 · Control person joined · fact
- D•••• Lackore (Director) appeared on Schedule A of C••••• W••••• P•••••••Jun 12, 2020 · Control person joined · fact
- Nmn C•••• K••••• (Sole Member) no longer on Schedule A of C••••• W••••• P••••••• (listed 2020-05-03, absent 2020-06-12)Jun 12, 2020 · Control person left · inference
- C••••• W••••• P••••••• filed its initial SEC registration (Form ADV)May 3, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••• W••••• P••••••• · Family Officesshared crd · office
- C••••• W••••• P••••••• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cyndeo-wealth-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cyndeowp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (727) 472-3700reportedpublic record, Form ADV, Aug 13, 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
- $166Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026