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.

Former SEC-registered adviser

Org Partners

Former SEC-registered adviserDallas, TexasCRD 312728SEC 801-120444websiteIAPD
Legal name Org Partners LLC
Latest filing Aug 27, 2025
First filing on the tape Feb 3, 2021 · 43 filings
SEC status approved since Mar 18, 2021
RAUM
$773M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
92%
$710M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
15 advisory (5.B.1)
Offices
13
beyond the principal office
Private funds
0
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$773M as of Aug 27, 2025
Mar 31, 2022$455M then
HNW client RAUM$531M as of Aug 27, 2025
Mar 31, 2022$241M then
State-registered IARs (5.B.3)0 as of Aug 27, 2025
Mar 31, 202215 then
Employees (5.A)24 as of Aug 27, 2025
Mar 31, 202223 then
Private funds: no history
RAUM -21% over the last fiscal year+19% a year over threeIARs 15 to 0offices 11 to 13
Practice profile
derived from the filing of Aug 27, 2025; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.5MderivedHNW RAUM over HNW clients
Average account
$442,227derivedRAUM over accounts (5.F.2.f)
Discretionary
92%derivedof RAUM
Institutional
0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived14 offices incl. principal (1.F.5)
RAUM growth, one year
-21%derivedbetween the last two annual amendments
Advisor growth, one year
-100%derivedItem 5.B.3 between annual amendments
Client growth, one year
-42%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$658MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$531M69%
  • Individuals$179M23%
  • Corporations and businesses$62.0M8.0%
  • Charitable organizations$731,5330.1%
Individual clients
487reported
HNW clients
214reported
Pension plan clients
0reported
Charitable clients
1reported
Accounts
1,747reported
Financial planning clients
11-25reported
Wrap fee programs
$329M sponsored, $329M managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
20 left, 0 joined in 12 months
net -20 in 12 months0 left in 90 days0 joined in 90 days29 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Gaynell Catherine Bailey · Director Of Advisor Relationscontrol
    since 03/2021 · owns less than 5%
  • David Dustin Johnson · Chief Operating Officercontrol
    since 02/2021 · owns less than 5%
  • Marie Justine Kidwell · Chief Compliance Officercontrol
    since 03/2022 · owns less than 5%
  • Peter Michael Mansur · Presidentcontrol
    since 02/2021 · owns less than 5%
  • Wayne Clinton Sorenson · Co-Foundercontrol
    since 02/2021 · owns less than 5%
  • Jeffrey Todd Stewart · Chief Executive Officercontrol
    since 02/2021 · owns less than 5%
  • Peter Michael Mansur · Membercontrol
    since 02/2020 · owns 25% to 50% of Mimmj Holding
  • Wayne Clinton Sorenson · Membercontrol
    since 02/2020 · owns 25% to 50% of Crdj LLC
  • Jeffrey Todd Stewart · Membercontrol
    since 02/2020 · owns 50% to 75% of Todd J Stewart Ria Holding Company LLC
Entity owners
  • Todd J Stewart Ria Holding Company LLC · Member
    direct · owns 50% to 75%
  • Crdj LLC · Member
    direct · owns 10% to 25%
  • Mimmj Holding · Member
    direct · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Org Partners as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Greenville, Sc001
Omaha, Ne000
Seattle, Wa001
Sewickley, Pa001
St Thomas, Vi001
Torrance, Ca0021
Charlotte, Nc001
Dallas, Tx · principal00112
Schaumberg, Il000
Schaumburg, Il0021
Brunswick, Oh000
Offices
Schedule D 1.F, the 25 largest
  • Brunswick, OH3 employees
  • Dallas, TX2 employees
  • Schaumburg, IL2 employees
  • Torrance, CA2 employees
  • Omaha, NE1 employees
  • Seatlle, WA1 employees
  • St. Thomas, VI1 employees
  • , 1 employees
  • Denver, CO1 employees
  • Greenville, SC1 employees
  • Nebraska City, NE1 employees
What changed
consecutive filings, newest first
  • HQ city · ROANOKE to DALLAS
    Jun 16, 2025 to Aug 27, 2025
  • HQ state · IN to TX
    Jun 16, 2025 to Aug 27, 2025
  • Other offices · 12 to 13
    Jun 16, 2025 to Aug 27, 2025
  • Financial planning clients · 11-25 to 11-25
    Apr 7, 2025 to Jun 16, 2025
  • Other offices · 11 to 12
    Apr 7, 2025 to Jun 16, 2025
  • Accounts · 3,016 to 1,747
    Feb 18, 2025 to Apr 7, 2025
  • Advisory employees · 16 to 15
    Feb 18, 2025 to Apr 7, 2025
  • BD registered reps · 5 to 7
    Feb 18, 2025 to Apr 7, 2025
  • Charity clients · unset to 1.0
    Feb 18, 2025 to Apr 7, 2025
  • Corporate clients · unset to 16.0
    Feb 18, 2025 to Apr 7, 2025
  • HNW clients · 232 to 214
    Feb 18, 2025 to Apr 7, 2025
  • Individual clients · 981 to 487
    Feb 18, 2025 to Apr 7, 2025
  • Pension plan clients · unset to 0.0
    Feb 18, 2025 to Apr 7, 2025
  • Pooled vehicle clients · unset to 0.0
    Feb 18, 2025 to Apr 7, 2025
  • Employees · 22 to 24
    Feb 18, 2025 to Apr 7, 2025
  • State-registered IARs · 15 to 0
    Feb 18, 2025 to Apr 7, 2025
  • Discretionary RAUM · $962M to $713M
    Feb 18, 2025 to Apr 7, 2025
  • HNW RAUM · $667M to $531M
    Feb 18, 2025 to Apr 7, 2025
  • Individual RAUM · $317M to $179M
    Feb 18, 2025 to Apr 7, 2025
  • Non-discretionary RAUM · $21.6M to $59.9M
    Feb 18, 2025 to Apr 7, 2025
  • Pension RAUM · unset to 0.0
    Feb 18, 2025 to Apr 7, 2025
  • Pooled vehicle RAUM · unset to 0.0
    Feb 18, 2025 to Apr 7, 2025
  • RAUM · $984M to $773M
    Feb 18, 2025 to Apr 7, 2025
  • Wrap assets (manager) · $0 to $329M
    Feb 18, 2025 to Apr 7, 2025
  • Wrap assets (sponsor) · $0 to $329M
    Feb 18, 2025 to Apr 7, 2025
  • Accounts · 2,917 to 3,016
    Jan 17, 2024 to Mar 27, 2024
  • Charity clients · 1.0 to unset
    Jan 17, 2024 to Mar 27, 2024
  • HNW clients · 135 to 232
    Jan 17, 2024 to Mar 27, 2024
  • Individual clients · 1,004 to 981
    Jan 17, 2024 to Mar 27, 2024
  • Discretionary RAUM · $873M to $962M
    Jan 17, 2024 to Mar 27, 2024
  • HNW RAUM · $518M to $667M
    Jan 17, 2024 to Mar 27, 2024
  • Individual RAUM · $374M to $317M
    Jan 17, 2024 to Mar 27, 2024
  • Non-discretionary RAUM · $22.2M to $21.6M
    Jan 17, 2024 to Mar 27, 2024
  • RAUM · $895M to $984M
    Jan 17, 2024 to Mar 27, 2024
  • Other offices · 12 to 11
    Mar 31, 2023 to May 4, 2023
  • Accounts · 2,775 to 2,917
    Jan 19, 2023 to Mar 31, 2023
  • Advisory employees · 14 to 16
    Jan 19, 2023 to Mar 31, 2023
  • BD registered reps · 4 to 5
    Jan 19, 2023 to Mar 31, 2023
  • Corporate clients · 1.0 to unset
    Jan 19, 2023 to Mar 31, 2023
  • HNW clients · 184 to 135
    Jan 19, 2023 to Mar 31, 2023
Signals
48 dated events
  • Org Partners no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $772.6M)
    Feb 2, 2026 · Left the SEC roster · derived
  • Jeffrey J Cismoski left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Dominic J Messina left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • James Raymond Newman left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Sarah Abigail Brace left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Michael Peter Mansur left Org Partners for Ascentis Wealth Management, Llc (registered 2024-07-12)
    Jan 5, 2026 · Advisor changed firm · fact
  • Jody Daniel Howard left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Grant Christopher Wilson left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Stephanie Ann Hunter left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-09)
    Jan 5, 2026 · Advisor changed firm · fact
  • Julian Anthony Korber left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • George Elias left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Douglas Michael Wood left Org Partners for Ascentis Wealth Management, Llc (registered 2024-07-12)
    Jan 5, 2026 · Advisor changed firm · fact
  • Trevin Charles Seskey left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • William H Little left Org Partners for Ascentis Wealth Management, Llc (registered 2024-07-12)
    Jan 5, 2026 · Advisor changed firm · fact
  • Catherine Gaynell Bailey left Org Partners for Ascentis Asset Management, Llc (registered 2025-09-07)
    Jan 5, 2026 · Advisor changed firm · fact
  • Timothy Dean Griffith left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Thomas Clarkson Worth left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Brian Richard Tinker left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Timothy Paul Miller left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-09)
    Jan 5, 2026 · Advisor changed firm · fact
  • Joseph Clarence Leary left Org Partners for Ascentis Independent Advisors, Llc (registered 2026-01-08)
    Jan 5, 2026 · Advisor changed firm · fact
  • Ryan Michael Uszenski left Org Partners for Ascentis Wealth Management, Llc (registered 2026-02-04)
    Jan 5, 2026 · Advisor changed firm · fact
  • 2 advisors left Org Partners (Torrance, CA) for Ascentis Independent Advisors, LLC on the same day
    Jan 5, 2026 · Team lift-out · derived
  • 7 advisors left Org Partners (Dallas, TX) for Ascentis Independent Advisors, LLC on the same day
    Jan 5, 2026 · Team lift-out · derived
  • 3 advisors left Org Partners (Dallas, TX) for Ascentis Wealth Management, LLC on the same day
    Jan 5, 2026 · Team lift-out · derived
  • 2 advisors left Org Partners (Schaumburg, IL) for Ascentis Independent Advisors, LLC on the same day
    Jan 5, 2026 · Team lift-out · derived
  • Alma Pajova left Org Partners for Wells Fargo Advisors (registered 2025-08-06)
    Aug 6, 2025 · Advisor changed firm · fact
  • Org Partners reported 0 state-registered advisory representatives, down from 15 (2025-02-18 to 2025-04-07)
    Apr 7, 2025 · Advisor headcount change · derived
  • Alisha Zianne Reilly left Org Partners for Ascentis Wealth Management, Llc (registered 2025-02-19)
    Mar 10, 2025 · Advisor changed firm · fact
  • Defender Capital's advisors moved to Org Partners (Charlotte, NC): 3 of 5 registered, on the same day
    Feb 18, 2025 · Firm absorbed (people side) · derived
  • Douglas Steven Riggert left Org Partners for Guardian Wealth Advisors, Llc (registered 2025-01-05)
    Jan 2, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026