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.

Former SEC-registered adviser

231 Advisors

Former SEC-registered adviserBoston, MassachusettsCRD 316491SEC 801-122815IAPD
Legal name Two Thirty One Advisors LLC
Latest filing Mar 23, 2022
First filing on the tape Nov 4, 2021 · 3 filings
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$0 as of Mar 23, 2022
Nov 4, 2021$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 23, 2022
Nov 4, 20211 then
Employees (5.A)1 as of Mar 23, 2022
Nov 4, 20212 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 23, 2022; every figure names its basis
RAUM per advisor
$0derivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminars, 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)
  • 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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
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
    • Kendall James Dilworth · Founding Partnercontrol
      since 08/2021 · owns less than 5%
    • Ann Taylor Holley · Founding Partnercontrol
      since 08/2021 · owns 5% to 10%
    • Leigh Stacy Sizemore · Chief Compliance Officercontrol
      since 08/2021 · owns less than 5%
    • Lee David Beatty · Membercontrol
      since 02/2019 · owns 50% to 75% of Entwood Holdings LLC
    • Kendall James Dilworth · Membercontrol
      since 02/2019 · owns F of Entwood Holdings LLC
    Entity owners
    • Entwood Holdings LLC · Owner
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    • Franklin, TN2 employees
    What changed
    consecutive filings, newest first
    • Employees · 2 to 1
      Dec 13, 2021 to Mar 23, 2022
    Signals
    3 dated events
    • Ann Taylor Holley Knotts left 231 Advisors for Woodmont Investment Counsel, Llc (registered 2022-09-14)
      May 31, 2022 · Advisor changed firm · fact
    • Thomas Gary Bonner (Chief Operating Officer) no longer on Schedule A of 231 Advisors (listed 2021-12-13, absent 2022-03-23)
      Mar 23, 2022 · Control person left · inference
    • 231 Advisors filed its initial SEC registration (Form ADV)
      Nov 4, 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.
    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
    Former SEC-registered adviserderiveda 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