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.
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SEC-registered adviser
G•••••• W••••• P•••••••• L••
Latest filing Mar 17, 2026
First filing on the tape Apr 27, 2023 · 10 filings
SEC status approved since Jun 6, 2023
RAUM
$157M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
84%
$132M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$39.4M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$157M as of Mar 17, 2026
Feb 27, 2024$124M then
HNW client RAUM$81.4M as of Mar 17, 2026
Feb 27, 2024$74.2M then
State-registered IARs (5.B.3)4 as of Mar 17, 2026
Feb 27, 20244 then
Employees (5.A)4 as of Mar 17, 2026
Feb 27, 20244 then
Private funds: no history
RAUM +15% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 17, 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
- RAUM per advisor
- $39.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 129derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $207,446derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.0%derived
- Compensation
- percentage of assets, hourly, 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$81.4M52%
- Individuals$50.8M32%
- Charitable organizations$12.6M8.0%
- State and municipal entities$8.5M5.4%
- Corporations and businesses$4.2M2.6%
- Individual clients
- 441reported
- HNW clients
- 73reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 759reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.84 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••• R•••••• L••••• | Griffin, Ga | Jul 15, 2021 | 20 y | 2 |
| D••••• L•• C••••• | Griffin, Ga | Jul 15, 2021 | 20 y | 2 |
| G•••••• K•••• F••••• | Griffin, Ga | Jul 15, 2021 | 13 y | 2 |
| C••••••••• R••••• P••••• | Griffin, Ga | Oct 28, 2022 | 37 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
- C••••••••• R••••• P••••• from H•• A••••••• S••••••• L••Oct 28, 2022 · RIA to RIA
- G•••••• K•••• F••••• from T•• S•••••••• F•••••••• A•••••••Jul 15, 2021 · Affiliated broker-dealer or bank to independent RIA
- C•••• R•••••• L••••• from T•• S•••••••• F•••••••• A•••••••Jul 15, 2021 · Affiliated broker-dealer or bank to independent RIA
- D••••• L•• C••••• from T•• S•••••••• F•••••••• A•••••••Jul 15, 2021 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from T•• S•••••••• F•••••••• A•••••••Jul 15, 2021 · Griffin, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• D•••••• L•• · Managing Membercontrolsince 03/2014 · owns 50% to 75%
- L•••••• C••••• R•••••• · Member & Chief Compliance Officercontrolsince 03/2014 · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Griffin, Ga · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 685 to 759Mar 21, 2025 to Mar 17, 2026
- Corporate clients · 12 to 10Mar 21, 2025 to Mar 17, 2026
- HNW clients · 66 to 73Mar 21, 2025 to Mar 17, 2026
- Individual clients · 410 to 441Mar 21, 2025 to Mar 17, 2026
- Discretionary RAUM · $127M to $145MMar 21, 2025 to Mar 17, 2026
- HNW RAUM · $72.3M to $81.4MMar 21, 2025 to Mar 17, 2026
- Individual RAUM · $43.1M to $50.8MMar 21, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $10.2M to $12.0MMar 21, 2025 to Mar 17, 2026
- RAUM · $137M to $157MMar 21, 2025 to Mar 17, 2026
- Accounts · 658 to 685Aug 26, 2024 to Mar 21, 2025
- Charity clients · unset to 5.0Aug 26, 2024 to Mar 21, 2025
- Corporate clients · 0 to 12Aug 26, 2024 to Mar 21, 2025
- HNW clients · 71 to 66Aug 26, 2024 to Mar 21, 2025
- Individual clients · 424 to 410Aug 26, 2024 to Mar 21, 2025
- Pension plan clients · 0.0 to unsetAug 26, 2024 to Mar 21, 2025
- Pooled vehicle clients · 0.0 to unsetAug 26, 2024 to Mar 21, 2025
- Financial planning clients · 1-10 to 0Aug 26, 2024 to Mar 21, 2025
- Discretionary RAUM · $107M to $127MAug 26, 2024 to Mar 21, 2025
- HNW RAUM · $74.2M to $72.3MAug 26, 2024 to Mar 21, 2025
- Individual RAUM · $49.9M to $43.1MAug 26, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $17.3M to $10.2MAug 26, 2024 to Mar 21, 2025
- Pension RAUM · 0.0 to unsetAug 26, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · 0.0 to unsetAug 26, 2024 to Mar 21, 2025
- RAUM · $124M to $137MAug 26, 2024 to Mar 21, 2025
- Advisory activities · 4 to 3Feb 27, 2024 to Aug 26, 2024
- Accounts · 509 to 658Dec 13, 2023 to Feb 27, 2024
- HNW clients · 74 to 71Dec 13, 2023 to Feb 27, 2024
- Individual clients · 435 to 424Dec 13, 2023 to Feb 27, 2024
- Employees · 5 to 4Dec 13, 2023 to Feb 27, 2024
- Discretionary RAUM · $96.1M to $107MDec 13, 2023 to Feb 27, 2024
- HNW RAUM · $72.5M to $74.2MDec 13, 2023 to Feb 27, 2024
- Individual RAUM · $29.6M to $49.9MDec 13, 2023 to Feb 27, 2024
- Non-discretionary RAUM · $15.6M to $17.3MDec 13, 2023 to Feb 27, 2024
- RAUM · $112M to $124MDec 13, 2023 to Feb 27, 2024
- Advisory activities · 3 to 4Jun 28, 2023 to Aug 3, 2023
Signals
1 dated events
- G•••••• W••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Apr 27, 2023 · 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 email
- lisa@georgiawealthpartners.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 678-510-5280reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- georgiawealthpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-510-5280reportedpublic record, Form ADV, Mar 17, 2026
- Team page
- georgiawealthpartners.com/team-member-01/donald-l-crider-jrreportedpublished 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
- $39.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026