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
N•••• F••••• W•••••
Legal name N•••• F••••• W•••••• L••
Latest filing May 27, 2026
First filing on the tape May 28, 2021 · 19 filings
SEC status approved since Jun 25, 2021
RAUM
$527M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$527M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$87.9M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$527M as of May 27, 2026
Mar 24, 2022$253M then
HNW client RAUM$519M as of May 27, 2026
Mar 24, 2022$250M then
State-registered IARs (5.B.3)5 as of May 27, 2026
Mar 24, 20222 then
Employees (5.A)9 as of May 27, 2026
Mar 24, 20222 then
Private funds: no history
RAUM +32% over the last fiscal year+19% a year over threeIARs 4 to 5
Practice profile
derived from the filing of May 27, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- $87.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 21derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.7MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +22%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $85.9M, 72 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$519M98%
- Individuals$8.6M1.6%
- Individual clients
- 57reported
- HNW clients
- 67reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 488reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $85.9M for 72 clientsreported
- Compensation
- % of AUMreported
- 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
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• G•••Chartered Financial Analyst | Clearwater, Fl | Jun 29, 2021 | 22 y | 4 |
| S••••• L•• N••••• | Clearwater, Fl | Jun 29, 2021 | 29 y | 4 |
| M•••••• J•••• S•••••Certified Financial Planner | Clearwater, Fl | Aug 30, 2022 | 19 y | 7 |
| G••• A••• W••••••Certified Financial Planner | Clearwater, Fl | Oct 18, 2024 | 38 y | 4 |
| C••••• M•••••• D••••••• | Clearwater, Fl | Dec 5, 2025 | 11 y | 0 |
| C•••• A••••• H•••••Certified Financial Planner | Clearwater, Fl | Aug 5, 2026 | 11 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••• A••••• H••••• from C•••••• S••••• • C••• I•••Aug 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- G••• A••• W•••••• from M••••• G••••• A••••••• I•••Oct 18, 2024 · RIA to RIA
- M•••••• J•••• S••••• from R•••••• J•••• • A••••••••• I•••Aug 30, 2022 · Affiliated broker-dealer or bank to independent RIA
- B•••• G••• from B••••• A•••• M••••••••• I•••Jun 29, 2021 · Other
- S••••• L•• N••••• from M••••• G••••• A••••••• I•••Jun 29, 2021 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••• B•••• · Family Wealth Advisor, Partner, And Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- N•••••• S•••••• L•• · Ceo / Managing Partnercontrolsince 06/2021 · owns 75% or more
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 |
|---|---|---|---|---|---|
| Clearwater, Fl · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 426 to 488Dec 19, 2025 to Feb 26, 2026
- Advisory employees · 4 to 5Dec 19, 2025 to Feb 26, 2026
- Individual clients · 35 to 57Dec 19, 2025 to Feb 26, 2026
- Assets in custody · $265M to $85.9MDec 19, 2025 to Feb 26, 2026
- Employees · 7 to 9Dec 19, 2025 to Feb 26, 2026
- Financial planning clients · 11-25 to 1-10Dec 19, 2025 to Feb 26, 2026
- State-registered IARs · 4 to 5Dec 19, 2025 to Feb 26, 2026
- Discretionary RAUM · $401M to $527MDec 19, 2025 to Feb 26, 2026
- HNW RAUM · $394M to $519MDec 19, 2025 to Feb 26, 2026
- Individual RAUM · $6.8M to $8.6MDec 19, 2025 to Feb 26, 2026
- RAUM · $401M to $527MDec 19, 2025 to Feb 26, 2026
- Accounts · 392 to 426Mar 11, 2024 to Mar 12, 2025
- Advisory employees · 3 to 4Mar 11, 2024 to Mar 12, 2025
- HNW clients · 92 to 67Mar 11, 2024 to Mar 12, 2025
- Individual clients · 64 to 35Mar 11, 2024 to Mar 12, 2025
- Assets in custody · $130M to $265MMar 11, 2024 to Mar 12, 2025
- Employees · 4 to 7Mar 11, 2024 to Mar 12, 2025
- Financial planning clients · 11-25 to 11-25Mar 11, 2024 to Mar 12, 2025
- State-registered IARs · 3 to 4Mar 11, 2024 to Mar 12, 2025
- Discretionary RAUM · $363M to $401MMar 11, 2024 to Mar 12, 2025
- HNW RAUM · $347M to $394MMar 11, 2024 to Mar 12, 2025
- Individual RAUM · $15.3M to $6.8MMar 11, 2024 to Mar 12, 2025
- RAUM · $363M to $401MMar 11, 2024 to Mar 12, 2025
- Accounts · 384 to 392Jun 29, 2023 to Mar 11, 2024
- HNW clients · 83 to 92Jun 29, 2023 to Mar 11, 2024
- Individual clients · 57 to 64Jun 29, 2023 to Mar 11, 2024
- Assets in custody · $93.0M to $130MJun 29, 2023 to Mar 11, 2024
- Financial planning clients · 1-10 to 11-25Jun 29, 2023 to Mar 11, 2024
- Discretionary RAUM · $315M to $363MJun 29, 2023 to Mar 11, 2024
- HNW RAUM · $304M to $347MJun 29, 2023 to Mar 11, 2024
- Individual RAUM · $10.9M to $15.3MJun 29, 2023 to Mar 11, 2024
- RAUM · $315M to $363MJun 29, 2023 to Mar 11, 2024
- Assets in custody · unset to 93045492.0Mar 9, 2023 to Jun 29, 2023
- Custody of client assets · false to trueMar 9, 2023 to Jun 29, 2023
- Accounts · 350 to 384Aug 16, 2022 to Mar 9, 2023
- Advisory employees · 2 to 3Aug 16, 2022 to Mar 9, 2023
- Corporate clients · 6.0 to unsetAug 16, 2022 to Mar 9, 2023
- HNW clients · 84 to 83Aug 16, 2022 to Mar 9, 2023
- Individual clients · 41 to 57Aug 16, 2022 to Mar 9, 2023
- Employees · 3 to 4Aug 16, 2022 to Mar 9, 2023
Signals
6 dated events
- N•••• F••••• W••••• reported RAUM $527.5M, up 32% from $400.6M (2025-12-19 to 2026-02-26)Feb 26, 2026 · RAUM change · derived
- N•••• F••••• W••••• reported RAUM $253.0M, down 29% from $355.0M (2021-09-29 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- N•••• F••••• W••••• reported RAUM $355.0M, up 46% from $242.8M (2021-09-14 to 2021-09-29)Sep 29, 2021 · RAUM change · derived
- N•••• F••••• W••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jun 29, 2021 · Succession (Item 4) · fact
- Lee Sandra Nesbit (Ceo / Managing Partner) appeared on Schedule A of N•••• F••••• W•••••Jun 29, 2021 · Control person joined · fact
- N•••• F••••• W••••• filed its initial SEC registration (Form ADV)May 28, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- N•••• F••••• W••••• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/noble-family-wealth-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- n•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 727-674-1462reportedpublic record, Form ADV, May 27, 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
- $87.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026