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
Retireful LLC
Latest filing Jan 25, 2026
First filing on the tape Jul 2, 2021 · 12 filings
SEC status approved since Jul 29, 2021
RAUM
$228M
reported, Item 5.F
Discretionary
37%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$228M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$228M as of Jan 25, 2026
Mar 21, 2022$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jan 25, 2026
Mar 21, 20220 then
Employees (5.A)2 as of Jan 25, 2026
Mar 21, 20223 then
Private funds: no history
RAUM +22% over the last fiscal year-8.4% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jan 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $228MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $28.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 37%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for investment companies, pension consulting, otherreportedItem 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)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$223M98%
- Pooled investment vehicles$4.2M1.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Sonya Sue Lincolnhol | Grand Rapids, Mi | Feb 23, 2023 | 17 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Sonya Sue Lincolnhol from Regal Investment Advisors LLCFeb 23, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Mark Deangelis · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- Sue Sonya Lincolnhol · Vp Of Investmentscontrolsince 02/2023 · owns less than 5%
- Harris Daniel Mohr · Chief Executive Officercontrolsince 01/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Jan 25, 2026discretionary share of RAUM moved from 79.0% to 37.0% between the annual amendments of 2025-03-13 and 2026-01-25peers: asset managers, $100M to $500M (1,567)
What changed
consecutive filings, newest first
- Discretionary RAUM · $88.7M to $83.8MDec 16, 2025 to Jan 25, 2026
- Non-discretionary RAUM · $92.6M to $144MDec 16, 2025 to Jan 25, 2026
- Pooled vehicle RAUM · $4.1M to $4.2MDec 16, 2025 to Jan 25, 2026
- RAUM · $181M to $228MDec 16, 2025 to Jan 25, 2026
- Accounts · 6 to 8Mar 13, 2025 to Dec 16, 2025
- Discretionary RAUM · $148M to $88.7MMar 13, 2025 to Dec 16, 2025
- Non-discretionary RAUM · $39.0M to $92.6MMar 13, 2025 to Dec 16, 2025
- Pooled vehicle RAUM · $4.6M to $4.1MMar 13, 2025 to Dec 16, 2025
- RAUM · $187M to $181MMar 13, 2025 to Dec 16, 2025
- Employees · 3 to 2Mar 21, 2024 to Mar 13, 2025
- Financial planning clients · unset to Mar 21, 2024 to Mar 13, 2025
- HQ city · LANSING to Mar 21, 2024 to Mar 13, 2025
- HQ state · MI to Mar 21, 2024 to Mar 13, 2025
- Other offices · 2 to 1Mar 21, 2024 to Mar 13, 2025
- Discretionary RAUM · $245M to $148MMar 21, 2024 to Mar 13, 2025
- Non-discretionary RAUM · $0 to $39.0MMar 21, 2024 to Mar 13, 2025
- Pooled vehicle RAUM · $6.5M to $4.6MMar 21, 2024 to Mar 13, 2025
- RAUM · $245M to $187MMar 21, 2024 to Mar 13, 2025
- BD registered reps · 1 to 0Nov 1, 2023 to Mar 21, 2024
- Employees · 4 to 3Nov 1, 2023 to Mar 21, 2024
- Insurance-licensed employees · 1 to 0Nov 1, 2023 to Mar 21, 2024
- HQ city · unset to LANSINGNov 1, 2023 to Mar 21, 2024
- HQ state · unset to MINov 1, 2023 to Mar 21, 2024
- State-registered IARs · 2 to 1Nov 1, 2023 to Mar 21, 2024
- Other offices · 1 to 2Nov 1, 2023 to Mar 21, 2024
- Discretionary RAUM · $297M to $245MNov 1, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $5.8M to $6.5MNov 1, 2023 to Mar 21, 2024
- RAUM · $297M to $245MNov 1, 2023 to Mar 21, 2024
- Accounts · 7 to 6Jul 18, 2022 to Mar 16, 2023
- Advisory employees · 1 to 2Jul 18, 2022 to Mar 16, 2023
- BD registered reps · 0 to 1Jul 18, 2022 to Mar 16, 2023
- Pooled vehicle clients · 4 to 1Jul 18, 2022 to Mar 16, 2023
- Employees · 3 to 4Jul 18, 2022 to Mar 16, 2023
- Insurance-licensed employees · 0 to 1Jul 18, 2022 to Mar 16, 2023
- State-registered IARs · 0 to 2Jul 18, 2022 to Mar 16, 2023
- Other offices · 0 to 1Jul 18, 2022 to Mar 16, 2023
- Discretionary RAUM · $14.6M to $297MJul 18, 2022 to Mar 16, 2023
- Pooled vehicle RAUM · $9.5M to $5.8MJul 18, 2022 to Mar 16, 2023
- RAUM · $14.6M to $297MJul 18, 2022 to Mar 16, 2023
- Accounts · 9 to 7Jul 6, 2022 to Jul 18, 2022
Signals
4 dated events
- Sue Sonya Lincolnhol (Vp Of Investments) appeared on Schedule A of Retireful LlcMar 21, 2024 · Control person joined · fact
- Retireful Llc reported RAUM $14.6M, down 99% from $1.1B (2022-07-06 to 2022-07-18)Jul 18, 2022 · RAUM change · derived
- Retireful Llc reported RAUM $1.1B, up 36% from $834.2M (2021-08-06 to 2022-03-21)Mar 21, 2022 · RAUM change · derived
- Retireful Llc filed its initial SEC registration (Form ADV)Jul 2, 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
- Website
- mohrcapitalmanagement.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 866-464-6608reportedpublic record, Form ADV, Jan 25, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $228Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026