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
Pmv Capital Advisers, LLC
Latest filing Mar 31, 2026
First filing on the tape Oct 4, 2022 · 7 filings
SEC status approved since Nov 4, 2022
RAUM
$132M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
17%
$23.0M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$44.0M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$132M as of Mar 31, 2026
Mar 31, 2023$62.0M then
HNW client RAUM$16.7M as of Mar 31, 2026
Mar 31, 2023$8.4M then
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Mar 31, 20232 then
Employees (5.A)4 as of Mar 31, 2026
Mar 31, 20234 then
Private funds: no history
RAUM +42% over the last fiscal year+29% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $44.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 27derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $694,762derivedHNW RAUM over HNW clients
- Average account
- $943,110derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +42%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +72%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for investment companiesreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$53.8M41%
- Other investment advisers$53.7M41%
- High-net-worth individuals$16.7M13%
- Individuals$6.4M4.8%
- Corporations and businesses$1.6M1.2%
- Individual clients
- 57reported
- HNW clients
- 24reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 140reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.17 fund_share=0.81 institutional_share=0.0 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 |
|---|---|---|---|---|
| Daniel Ray SnoverChartered Financial Consultant | Dallas, Tx | May 13, 2020 | 18 y | 4 |
| James Leffler | Dallas, Tx | Jun 6, 2022 | 10 y | 0 |
| Mark Philip Digiannantonio | Dallas, Tx | Jun 28, 2023 | 16 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount1 left over 36 months
Left, latest
- Adam Mastin to Navy Federal Investment Services, LLCNov 10, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Adam Mastin from First Command Advisory ServicesJan 13, 2025 · Affiliated broker-dealer or bank to independent RIA
- Daniel Ray Snover from Cabana Asset ManagementMay 13, 2020 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Philip Mark Digiannantonio · Coocontrolsince 03/2020 · owns less than 5%
- Joseph Andrew Nall · Ccocontrolsince 03/2020 · owns less than 5%
- Ray Daniel Snover · Presidentcontrolsince 03/2020 · owns less than 5%
- Joseph Andrew Nall · Ownercontrolsince 03/2020 · owns 25% to 50% of Pmv Capital LLC
- Ray Daniel Snover · Ownercontrolsince 03/2020 · owns 25% to 50% of Pmv Capital LLC
Entity owners
- Pmv Capital LLC · Ownerdirect · 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 |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 3 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 106 to 140Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 4 to 3Mar 31, 2025 to Mar 31, 2026
- HNW clients · 13 to 24Mar 31, 2025 to Mar 31, 2026
- Individual clients · 34 to 57Mar 31, 2025 to Mar 31, 2026
- Employees · 5 to 4Mar 31, 2025 to Mar 31, 2026
- State-registered IARs · 4 to 3Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $92.8M to $132MMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $15.2M to $16.7MMar 31, 2025 to Mar 31, 2026
- Individual RAUM · $5.0M to $6.4MMar 31, 2025 to Mar 31, 2026
- RAUM · $92.8M to $132MMar 31, 2025 to Mar 31, 2026
- Accounts · 110 to 106Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 3 to 4Mar 29, 2024 to Mar 31, 2025
- Individual clients · 35 to 34Mar 29, 2024 to Mar 31, 2025
- Employees · 4 to 5Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- State-registered IARs · 3 to 4Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $79.0M to $92.8MMar 29, 2024 to Mar 31, 2025
- HNW RAUM · $14.8M to $15.2MMar 29, 2024 to Mar 31, 2025
- Individual RAUM · $4.1M to $5.0MMar 29, 2024 to Mar 31, 2025
- RAUM · $79.0M to $92.8MMar 29, 2024 to Mar 31, 2025
- Accounts · 71 to 110Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 2 to 3Mar 31, 2023 to Mar 29, 2024
- HNW clients · 15 to 13Mar 31, 2023 to Mar 29, 2024
- Individual clients · 52 to 35Mar 31, 2023 to Mar 29, 2024
- State-registered IARs · 2 to 3Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $62.0M to $79.0MMar 31, 2023 to Mar 29, 2024
- HNW RAUM · $8.4M to $14.8MMar 31, 2023 to Mar 29, 2024
- Individual RAUM · $3.9M to $4.1MMar 31, 2023 to Mar 29, 2024
- RAUM · $62.0M to $79.0MMar 31, 2023 to Mar 29, 2024
- Accounts · 130 to 71Dec 19, 2022 to Mar 31, 2023
- HNW clients · 16 to 15Dec 19, 2022 to Mar 31, 2023
- Individual clients · 69 to 52Dec 19, 2022 to Mar 31, 2023
- Discretionary RAUM · $73.4M to $62.0MDec 19, 2022 to Mar 31, 2023
- HNW RAUM · $12.7M to $8.4MDec 19, 2022 to Mar 31, 2023
- Individual RAUM · $9.8M to $3.9MDec 19, 2022 to Mar 31, 2023
- RAUM · $73.4M to $62.0MDec 19, 2022 to Mar 31, 2023
Signals
2 dated events
- Adam Mastin left Pmv Capital Advisers, Llc for Navy Federal Investment Services, Llc (registered 2025-11-24)Nov 10, 2025 · Advisor changed firm · fact
- Pmv Capital Advisers, Llc filed its initial SEC registration (Form ADV)Oct 4, 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
- Firm profile
- linkedin.com/company/pmvcapitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- pmvadvisers.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 972-850-0146reportedpublic record, Form ADV, Mar 31, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $44.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026