DFX Intelligence

RIA Intelligence

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SEC-registered adviser

B••••• I•••••

Independent wealth managerCRD 315719SEC 801-122117websiteIAPD
Legal name B••••• I•••••• L••
Latest filing Jun 17, 2026
First filing on the tape Jul 19, 2021 · 17 filings
SEC status approved since Sep 8, 2021
RAUM
$26.4M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$26.4M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$26.4M as of Jun 17, 2026
Feb 14, 2022$151,208 then
HNW client RAUM$0 as of Jun 17, 2026
Feb 14, 2022$0 then
State-registered IARs (5.B.3)0 as of Jun 17, 2026
Feb 14, 20220 then
Employees (5.A)5 as of Jun 17, 2026
Feb 14, 20225 then
Private funds: no history
RAUM +6.4% over the last fiscal year+49% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 17, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
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
unknownderivedHNW RAUM over HNW clients
Average account
$10,498derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+6.4%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+4.8%derived
Compensation
fixed feesreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$26.4M100%
Individual clients
2,512reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
2,512reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
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
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • J•••• S••• · Chief Compliance Officercontrol
        since 02/2024 · owns less than 5%
      • G••••••••• C•••• · Ownercontrol
        since 06/2021 · owns F of B••••• F•••••••• S•••••••• I••
      • J•••• S••• · Owner & Chief Compliance Officercontrol
        since 06/2021 · owns 25% to 50% of B••••• F•••••••• S•••••••• I••
      • T••• J••••••• S••••• · Owner & Chief Compliance Officercontrol
        since 06/2021 · owns F of B••••• F•••••••• S•••••••• I••
      Entity owners
      • B••••• F•••••••• S•••••••• I•• · Owner
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 2,708 to 2,512
        Mar 4, 2025 to Jan 20, 2026
      • Individual clients · 2,398 to 2,512
        Mar 4, 2025 to Jan 20, 2026
      • Discretionary RAUM · $24.8M to $26.4M
        Mar 4, 2025 to Jan 20, 2026
      • Individual RAUM · $24.8M to $26.4M
        Mar 4, 2025 to Jan 20, 2026
      • RAUM · $24.8M to $26.4M
        Mar 4, 2025 to Jan 20, 2026
      • Accounts · 1,266 to 2,708
        Feb 15, 2024 to Mar 4, 2025
      • Individual clients · 1,266 to 2,398
        Feb 15, 2024 to Mar 4, 2025
      • Financial planning clients · unset to
        Feb 15, 2024 to Mar 4, 2025
      • HQ city · unset to
        Feb 15, 2024 to Mar 4, 2025
      • HQ state · unset to
        Feb 15, 2024 to Mar 4, 2025
      • State-registered IARs · 1 to 0
        Feb 15, 2024 to Mar 4, 2025
      • Discretionary RAUM · $17.9M to $24.8M
        Feb 15, 2024 to Mar 4, 2025
      • Individual RAUM · $17.9M to $24.8M
        Feb 15, 2024 to Mar 4, 2025
      • RAUM · $17.9M to $24.8M
        Feb 15, 2024 to Mar 4, 2025
      • Accounts · 753 to 1,266
        Jun 21, 2023 to Feb 15, 2024
      • Individual clients · 753 to 1,266
        Jun 21, 2023 to Feb 15, 2024
      • HQ city · MOUNTAIN VIEW to unset
        Jun 21, 2023 to Feb 15, 2024
      • HQ state · CA to unset
        Jun 21, 2023 to Feb 15, 2024
      • Discretionary RAUM · $8.0M to $17.9M
        Jun 21, 2023 to Feb 15, 2024
      • Individual RAUM · $8.0M to $17.9M
        Jun 21, 2023 to Feb 15, 2024
      • RAUM · $8.0M to $17.9M
        Jun 21, 2023 to Feb 15, 2024
      • Accounts · 16 to 753
        Sep 20, 2022 to Mar 28, 2023
      • Individual clients · 16 to 753
        Sep 20, 2022 to Mar 28, 2023
      • Financial planning clients · 0 to unset
        Sep 20, 2022 to Mar 28, 2023
      • State-registered IARs · 0 to 1
        Sep 20, 2022 to Mar 28, 2023
      • Discretionary RAUM · $151,208 to $8.0M
        Sep 20, 2022 to Mar 28, 2023
      • Individual RAUM · $151,208 to $8.0M
        Sep 20, 2022 to Mar 28, 2023
      • RAUM · $151,208 to $8.0M
        Sep 20, 2022 to Mar 28, 2023
      • Accounts · 0 to 16
        Oct 29, 2021 to Feb 14, 2022
      • Individual clients · 0 to 16
        Oct 29, 2021 to Feb 14, 2022
      • Employees · 1 to 5
        Oct 29, 2021 to Feb 14, 2022
      • Discretionary RAUM · $0 to $151,208
        Oct 29, 2021 to Feb 14, 2022
      • Individual RAUM · $0 to $151,208
        Oct 29, 2021 to Feb 14, 2022
      • RAUM · $0 to $151,208
        Oct 29, 2021 to Feb 14, 2022
      • HQ city · LOS ALTOS to MOUNTAIN VIEW
        Sep 2, 2021 to Oct 11, 2021
      Signals
      1 dated events
      • B••••• I••••• filed its initial SEC registration (Form ADV)
        Jul 19, 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
      Firm profile
      linkedin.com/company/meetbeaglereportedpublic record, Form ADV, Sep 21, 2026
      Website
      i•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      (650) 456-2982reportedpublic record, Form ADV, Jun 17, 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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026