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
The Nemes Rush Group, LLC
Latest filing Mar 25, 2026
First filing on the tape Mar 6, 2021 · 16 filings
SEC status approved since Apr 5, 2021
RAUM
$1.6B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
89%
$1.4B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$180M
derived; firm RAUM over IAPD count
Employees
17
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$1.6B as of Mar 25, 2026
Mar 31, 2022$1.0B then
HNW client RAUM$1.3B as of Mar 25, 2026
Mar 31, 2022$757M then
State-registered IARs (5.B.3)7 as of Mar 25, 2026
Mar 31, 20226 then
Employees (5.A)17 as of Mar 25, 2026
Mar 31, 20229 then
Private funds: no history
RAUM +18% over the last fiscal year+21% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $180MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 84derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $532,667derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 8.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.8%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Financial planning clients
- 900reportedItem 5.H
- Wrap fee program
- $2.6BreportedItem 5.I
- Custody
- $380M, 644 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)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B82%
- Pension and profit-sharing plans$134M8.3%
- Individuals$117M7.2%
- Corporations and businesses$42.0M2.6%
- Charitable organizations$4.4M0.3%
- Individual clients
- 418reported
- HNW clients
- 341reported
- Pension plan clients
- 66reported
- Charitable clients
- 8reported
- Accounts
- 3,041reported
- Financial planning clients
- 900reported
- Wrap fee programs
- $1.3B sponsored, $1.3B managedreported
- Custody of client assets
- $380M for 644 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.09 related_bd=true related_bank=false bd_reps=8.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Charles Louis NemesCertified Financial Planner | Novi, Mi | May 3, 2021 | 39 y | 2 |
| Brian Louis NemesCertified Financial Planner | Novi, Mi | May 3, 2021 | 16 y | 1 |
| Christopher Charles Nemes | Novi, Mi | May 3, 2021 | 12 y | 1 |
| Michael P NemesCertified Financial Planner | Novi, Mi | Aug 13, 2021 | 11 y | 0 |
| Andrew Charles Nemes | Novi, Mi | Mar 14, 2023 | 13 y | 0 |
| Colleen Elizabeth Nemes | Novi, Mi | Sep 20, 2023 | 10 y | 0 |
| Timothy Patrick Rush | Novi, Mi | Jan 1, 2025 | 36 y | 2 |
| Tannar Martines | Novi, Mi | May 19, 2026 | 12 y | 0 |
| Logan Schmitt | Novi, Mi | Jun 15, 2026 | 12 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 headcount1 left over 36 months
Left, latest
- Justin Timothy Rush to Raymond James Financial Services Advisors, IncJan 17, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Timothy Patrick Rush from Raymond James & Associates, Inc.Jan 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Louis Nemes from Raymond James & Associates, Inc.May 3, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
- Charles Louis Nemes from Raymond James & Associates, Inc.May 3, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
- Christopher Charles Nemes from Raymond James & Associates, Inc.May 3, 2021 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Raymond James & Associates, Inc.May 4, 2021 · Novi, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Louis Brian Nemes · Membercontrolsince 04/2021 · owns 10% to 25%
- Louis Charles Nemes · Managing Membercontrolsince 04/2021 · owns 25% to 50%
- Charles Christopher Nemes · Chief Financial Officer/Membercontrolsince 04/2021 · owns 10% to 25%
- Patrick Timothy Rush · Chief Investment Officer/Membercontrolsince 04/2021 · owns 25% to 50%
- Russell David Millar · Chief Compliance Officersince 06/2024 · owns less than 5%
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 |
|---|---|---|---|---|---|
| Novi, Mi · principal | 9 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 25, 2026NEMES, CHARLES, LOUIS (MANAGING MEMBER) left Schedule A between the filings of 2021-05-05 and 2026-03-25peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Mar 25, 2026RUSH, TIMOTHY, PATRICK (CHIEF INVESTMENT OFFICER/MEMBER) left Schedule A between the filings of 2021-05-05 and 2026-03-25peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 2,932 to 3,041Sep 4, 2025 to Mar 25, 2026
- BD registered reps · 6 to 8Sep 4, 2025 to Mar 25, 2026
- Charity clients · 11 to 8Sep 4, 2025 to Mar 25, 2026
- Corporate clients · 39 to 48Sep 4, 2025 to Mar 25, 2026
- HNW clients · 271 to 341Sep 4, 2025 to Mar 25, 2026
- Individual clients · 460 to 418Sep 4, 2025 to Mar 25, 2026
- Pension plan clients · 75 to 66Sep 4, 2025 to Mar 25, 2026
- Assets in custody · $250M to $380MSep 4, 2025 to Mar 25, 2026
- Employees · 13 to 17Sep 4, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.4B to $1.6BSep 4, 2025 to Mar 25, 2026
- HNW RAUM · $1.1B to $1.3BSep 4, 2025 to Mar 25, 2026
- Individual RAUM · $144M to $117MSep 4, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $21.2M to $33.7MSep 4, 2025 to Mar 25, 2026
- Pension RAUM · $119M to $134MSep 4, 2025 to Mar 25, 2026
- RAUM · $1.4B to $1.6BSep 4, 2025 to Mar 25, 2026
- BD registered reps · 7 to 6Apr 30, 2025 to Jun 27, 2025
- Financial planning clients · More than 500 to More than 500Apr 30, 2025 to Jun 27, 2025
- Accounts · 2,655 to 2,932Jul 24, 2024 to Apr 30, 2025
- BD registered reps · 9 to 7Jul 24, 2024 to Apr 30, 2025
- Corporate clients · 30 to 39Jul 24, 2024 to Apr 30, 2025
- HNW clients · 256 to 271Jul 24, 2024 to Apr 30, 2025
- Individual clients · 450 to 460Jul 24, 2024 to Apr 30, 2025
- Pension plan clients · 44 to 75Jul 24, 2024 to Apr 30, 2025
- Assets in custody · $800M to $250MJul 24, 2024 to Apr 30, 2025
- Employees · 12 to 13Jul 24, 2024 to Apr 30, 2025
- Discretionary RAUM · $1.1B to $1.4BJul 24, 2024 to Apr 30, 2025
- HNW RAUM · $773M to $1.1BJul 24, 2024 to Apr 30, 2025
- Individual RAUM · $206M to $144MJul 24, 2024 to Apr 30, 2025
- Non-discretionary RAUM · $13.4M to $21.2MJul 24, 2024 to Apr 30, 2025
- Pension RAUM · $52.7M to $119MJul 24, 2024 to Apr 30, 2025
- RAUM · $1.1B to $1.4BJul 24, 2024 to Apr 30, 2025
- Wrap assets (manager) · $934M to $1.3BJul 24, 2024 to Apr 30, 2025
- Wrap assets (sponsor) · $1.1B to $1.3BJul 24, 2024 to Apr 30, 2025
- Accounts · 2,457 to 2,655Dec 14, 2023 to Mar 27, 2024
- Advisory employees · 6 to 7Dec 14, 2023 to Mar 27, 2024
- BD registered reps · 8 to 9Dec 14, 2023 to Mar 27, 2024
- Charity clients · 10 to 11Dec 14, 2023 to Mar 27, 2024
- Corporate clients · 2 to 30Dec 14, 2023 to Mar 27, 2024
- HNW clients · 240 to 256Dec 14, 2023 to Mar 27, 2024
- Individual clients · 129 to 450Dec 14, 2023 to Mar 27, 2024
Signals
8 dated events
- The Nemes Rush Group, Llc reported RAUM $1.4B, up 28% from $1.1B (2024-07-24 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- Justin Timothy Rush left The Nemes Rush Group, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-01-24)Jan 17, 2025 · Advisor changed firm · fact
- Patrick Timothy Rush (Chief Investment Officer/Member) appeared on Schedule A of The Nemes Rush Group, LlcMay 5, 2021 · Control person joined · fact
- Louis Brian Nemes (Chief Compliance Officer/Member) appeared on Schedule A of The Nemes Rush Group, LlcMay 5, 2021 · Control person joined · fact
- Charles Christopher Nemes (Chief Financial Officer/Member) appeared on Schedule A of The Nemes Rush Group, LlcMay 5, 2021 · Control person joined · fact
- Louis Charles Nemes (Managing Member) appeared on Schedule A of The Nemes Rush Group, LlcMay 5, 2021 · Control person joined · fact
- Russell David Millar (Managing Member/Cco) no longer on Schedule A of The Nemes Rush Group, Llc (listed 2021-03-06, absent 2021-05-05)May 5, 2021 · Control person left · inference
- The Nemes Rush Group, Llc filed its initial SEC registration (Form ADV)Mar 6, 2021 · 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 phone
- 248-449-5436reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/nemesrushreportedpublic record, Form ADV, Sep 18, 2026
- Website
- nemesrush.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-449-5436reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- nemesrush.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- nemesrush.com/about/teamreportedpublished 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
- $180Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026