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
Blvd Private Wealth, LLC
Latest filing Feb 27, 2026
First filing on the tape Sep 16, 2020 · 30 filings
SEC status approved since Oct 3, 2022
RAUM
$220M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$220M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$73.5M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$220M as of Feb 27, 2026
Jan 19, 2021$37.0M then
HNW client RAUM$192M as of Feb 27, 2026
Jan 19, 2021$30.0M then
State-registered IARs (5.B.3)3 as of Feb 27, 2026
Jan 19, 20211 then
Employees (5.A)3 as of Feb 27, 2026
Jan 19, 20211 then
Private funds: no history
RAUM +26% over the last fiscal year+25% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Feb 27, 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
- $73.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.2MderivedHNW RAUM over HNW clients
- Average account
- $516,045derivedRAUM 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
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$192M87%
- Individuals$28.1M13%
- Individual clients
- 91reported
- HNW clients
- 46reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 427reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- 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
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Margaret Dahlgren PapeCertified Financial Planner | Prospect, Ky | Jan 21, 2022 | 16 y | 1 |
| Timothy Chad Logsdon | Prospect, Ky | Feb 1, 2022 | 20 y | 2 |
| Chris Edward Brady | Prospect, Ky | Nov 14, 2022 | 15 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 headcount1 left over 36 months
Left, latest
- Michael Brzezinski to Robert W. Baird & Co. IncorporatedSep 4, 2025 · RIA to RIA
Joined, latest
- Chris Edward Brady from Meridian Wealth Management, LLCNov 14, 2022 · RIA to RIA
- Timothy Chad Logsdon from J.P. Morgan Securities LLCFeb 1, 2022 · Wirehouse to independent RIA
- Margaret Dahlgren Pape from J.P. Morgan Securities LLCJan 21, 2022 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from J.P. Morgan Securities LLCNov 13, 2021 · Louisville, Ky
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kendra Ashley Baumgardner · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- Edward Chris Brady · Managing Membercontrolsince 08/2020 · owns 75% or more
Related persons
Schedule D 7.A
- Chris Edward Bradyreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Prospect, Ky · 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
- HNW share shiftChange between filings · filing Feb 27, 2026HNW share of RAUM moved from 63.0% to 87.0% between the annual amendments of 2025-03-03 and 2026-02-27peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Employees · 4 to 3Jan 30, 2026 to Feb 27, 2026
- Accounts · 365 to 427Sep 4, 2025 to Jan 30, 2026
- HNW clients · 25 to 46Sep 4, 2025 to Jan 30, 2026
- Individual clients · 102 to 91Sep 4, 2025 to Jan 30, 2026
- Financial planning clients · 51-100 to 26-50Sep 4, 2025 to Jan 30, 2026
- Discretionary RAUM · $174M to $220MSep 4, 2025 to Jan 30, 2026
- HNW RAUM · $111M to $192MSep 4, 2025 to Jan 30, 2026
- Individual RAUM · $63.6M to $28.1MSep 4, 2025 to Jan 30, 2026
- RAUM · $174M to $220MSep 4, 2025 to Jan 30, 2026
- Advisory employees · 4 to 3Jun 11, 2025 to Sep 4, 2025
- Employees · 5 to 4Jun 11, 2025 to Sep 4, 2025
- State-registered IARs · 4 to 3Jun 11, 2025 to Sep 4, 2025
- Financial planning clients · 51-100 to 51-100Mar 3, 2025 to Jun 11, 2025
- Accounts · 340 to 365Dec 2, 2024 to Mar 3, 2025
- HNW clients · 27 to 25Dec 2, 2024 to Mar 3, 2025
- Individual clients · 84 to 102Dec 2, 2024 to Mar 3, 2025
- Discretionary RAUM · $159M to $174MDec 2, 2024 to Mar 3, 2025
- HNW RAUM · $102M to $111MDec 2, 2024 to Mar 3, 2025
- Individual RAUM · $56.8M to $63.6MDec 2, 2024 to Mar 3, 2025
- RAUM · $159M to $174MDec 2, 2024 to Mar 3, 2025
- Accounts · 325 to 340Apr 23, 2024 to Jul 18, 2024
- Corporate clients · 5 to 0Apr 23, 2024 to Jul 18, 2024
- HNW clients · 25 to 27Apr 23, 2024 to Jul 18, 2024
- Individual clients · 79 to 84Apr 23, 2024 to Jul 18, 2024
- Discretionary RAUM · $173M to $159MApr 23, 2024 to Jul 18, 2024
- HNW RAUM · $102M to $102MApr 23, 2024 to Jul 18, 2024
- Individual RAUM · $33.2M to $56.8MApr 23, 2024 to Jul 18, 2024
- RAUM · $173M to $159MApr 23, 2024 to Jul 18, 2024
- Advisory employees · 3 to 4Mar 28, 2024 to Apr 23, 2024
- Employees · 4 to 5Mar 28, 2024 to Apr 23, 2024
- State-registered IARs · 3 to 4Mar 28, 2024 to Apr 23, 2024
- Accounts · 307 to 325Oct 20, 2023 to Jan 31, 2024
- HNW clients · 22 to 25Oct 20, 2023 to Jan 31, 2024
- Individual clients · 80 to 79Oct 20, 2023 to Jan 31, 2024
- Financial planning clients · 26-50 to 51-100Oct 20, 2023 to Jan 31, 2024
- Discretionary RAUM · $152M to $173MOct 20, 2023 to Jan 31, 2024
- HNW RAUM · $86.8M to $102MOct 20, 2023 to Jan 31, 2024
- Individual RAUM · $29.2M to $33.2MOct 20, 2023 to Jan 31, 2024
- RAUM · $152M to $173MOct 20, 2023 to Jan 31, 2024
- Accounts · 251 to 307Jan 24, 2023 to Oct 20, 2023
Signals
3 dated events
- Michael Brzezinski left Blvd Private Wealth, Llc for Robert W. Baird & Co. Incorporated (registered 2025-09-05)Sep 4, 2025 · Advisor changed firm · fact
- Kendra Ashley Baumgardner (Chief Compliance Officer) appeared on Schedule A of Blvd Private Wealth, LlcSep 2, 2022 · Control person joined · fact
- Blvd Private Wealth, Llc filed its initial SEC registration (Form ADV)Sep 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Blvd Private Wealth, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business email
- office@blvdpw.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 502-233-8492reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 502-805-5820reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 502-891-3492reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/blvd-private-wealth-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- blvdpw.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (502) 805-5820reportedpublic record, Form ADV, Feb 27, 2026
- Team page
- blvdpw.com/our-teamreportedpublished 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
- $73.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026