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
F••••••• F••••• O•••••
Legal name A•••• C•••••• F••••• O••••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 15, 2022 · 8 filings
SEC status approved since Apr 15, 2022
RAUM
$1.1B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$279M
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
8 filings and snapshots on the tape
RAUM$1.1B as of Mar 26, 2026
Mar 8, 2023$635M then
HNW client RAUM$1.1B as of Mar 26, 2026
Mar 8, 2023$635M then
State-registered IARs (5.B.3)3 as of Mar 26, 2026
Mar 8, 20231 then
Employees (5.A)17 as of Mar 26, 2026
Mar 8, 20236 then
Private funds: no history
RAUM -16% over the last fiscal year+21% a year over threeIARs 2 to 3
Practice profile
derived from the filing of Mar 26, 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
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $279MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $140MderivedHNW RAUM over HNW clients
- Average account
- $4.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisers, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.1B100%
- Individual clients
- n/areported
- HNW clients
- 8reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 243reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- 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
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••••• G•••••••• Z••••••• | Miami, Fl | Jun 20, 2022 | 11 y | 0 |
| F•••••••• J• D••• | Miami, Fl | Sep 18, 2023 | 10 y | 1 |
| R•••••• A• A•••••• | Miami, Fl | Mar 18, 2025 | 12 y | 0 |
| M••••• N•• Z•••••••• | Miami, Fl | Apr 30, 2026 | 10 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- F•••••••• J• D••• from S•••••••• C••••••• L••Sep 18, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••••••• Z•••••••• S••••••• · Managing Director / Ccocontrolsince 01/2022 · 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 |
|---|---|---|---|---|---|
| Miami, Fl · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 26, 2026discretionary share of RAUM of 0% against a peer median of 99% (1362 comparable advisers, 0.0th percentile, 33.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,362) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 97 to 243Mar 18, 2025 to Mar 26, 2026
- Advisory employees · 6 to 7Mar 18, 2025 to Mar 26, 2026
- Employees · 18 to 17Mar 18, 2025 to Mar 26, 2026
- State-registered IARs · 2 to 3Mar 18, 2025 to Mar 26, 2026
- HNW RAUM · $1.3B to $1.1BMar 18, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $1.3B to $1.1BMar 18, 2025 to Mar 26, 2026
- RAUM · $1.3B to $1.1BMar 18, 2025 to Mar 26, 2026
- Accounts · 516 to 97Mar 12, 2024 to Mar 18, 2025
- Business name · A•••• C•••••• to F••••••• F••••• O•••••Mar 12, 2024 to Mar 18, 2025
- HNW clients · 7 to 8Mar 12, 2024 to Mar 18, 2025
- Employees · 16 to 18Mar 12, 2024 to Mar 18, 2025
- Financial planning clients · unset to Mar 12, 2024 to Mar 18, 2025
- HNW RAUM · $1.2B to $1.3BMar 12, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $1.2B to $1.3BMar 12, 2024 to Mar 18, 2025
- RAUM · $1.2B to $1.3BMar 12, 2024 to Mar 18, 2025
- Accounts · 115 to 516Mar 8, 2023 to Mar 12, 2024
- Advisory employees · 2 to 6Mar 8, 2023 to Mar 12, 2024
- HNW clients · 6 to 7Mar 8, 2023 to Mar 12, 2024
- Employees · 6 to 16Mar 8, 2023 to Mar 12, 2024
- State-registered IARs · 1 to 2Mar 8, 2023 to Mar 12, 2024
- HNW RAUM · $635M to $1.2BMar 8, 2023 to Mar 12, 2024
- Non-discretionary RAUM · $635M to $1.2BMar 8, 2023 to Mar 12, 2024
- RAUM · $635M to $1.2BMar 8, 2023 to Mar 12, 2024
- Accounts · 24 to 115Nov 4, 2022 to Mar 8, 2023
- HNW clients · unset to 6.0Nov 4, 2022 to Mar 8, 2023
- HNW RAUM · $297M to $635MNov 4, 2022 to Mar 8, 2023
- Non-discretionary RAUM · $297M to $635MNov 4, 2022 to Mar 8, 2023
- RAUM · $297M to $635MNov 4, 2022 to Mar 8, 2023
- Accounts · 0 to 24Mar 15, 2022 to Jul 25, 2022
- Advisory employees · 1 to 2Mar 15, 2022 to Jul 25, 2022
- Advisory activities · 4 to 3Mar 15, 2022 to Jul 25, 2022
- Employees · 1 to 6Mar 15, 2022 to Jul 25, 2022
- HNW RAUM · unset to 297000000.0Mar 15, 2022 to Jul 25, 2022
- Non-discretionary RAUM · $0 to $297MMar 15, 2022 to Jul 25, 2022
- RAUM · $0 to $297MMar 15, 2022 to Jul 25, 2022
Signals
3 dated events
- F••••••• F••••• O••••• reported RAUM $1.2B, up 84% from $635.0M (2023-03-08 to 2024-03-12)Mar 12, 2024 · RAUM change · derived
- F••••••• F••••• O••••• reported RAUM $635.0M, up 114% from $297.0M (2022-11-04 to 2023-03-08)Mar 8, 2023 · RAUM change · derived
- A•••• C•••••• filed its initial SEC registration (Form ADV)Mar 15, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F••••••• F••••• O••••• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/adamo-capital/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A••••.CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305 650-2997reportedpublic record, Form ADV, Mar 26, 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
- $279Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026