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.
SEC-registered adviser
Financial Independence Advisors, LLC
Latest filing Jan 30, 2026
First filing on the tape Mar 25, 2023 · 8 filings
SEC status approved since Apr 28, 2023
RAUM
$190M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
71%
$134M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$21.1M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$190M as of Jan 30, 2026
Mar 27, 2024$136M then
HNW client RAUM$95.2M as of Jan 30, 2026
Mar 27, 2024$74.8M then
State-registered IARs (5.B.3)8 as of Jan 30, 2026
Mar 27, 20246 then
Employees (5.A)8 as of Jan 30, 2026
Mar 27, 20246 then
Private funds: no history
RAUM +18% over the last fiscal yearIARs 5 to 8offices 0 to 1
Practice profile
derived from the filing of Jan 30, 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
- RAUM per advisor
- $21.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 16derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $482,565derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 25%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 4.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +60%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 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
- High-net-worth individuals$95.2M50%
- Pension and profit-sharing plans$43.0M23%
- Individuals$38.7M20%
- Corporations and businesses$7.7M4.1%
- Charitable organizations$5.1M2.7%
- Individual clients
- 120reported
- HNW clients
- 28reported
- Pension plan clients
- 34reported
- Charitable clients
- 1reported
- Accounts
- 393reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.71 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kenneth Ryan KreyPersonal Financial Specialist | Jacksonville, Fl | Jan 26, 2022 | 12 y | 1 |
| Isaac Jacob BrohinskyPersonal Financial Specialist | Jacksonville, Fl | Jan 26, 2022 | 13 y | 1 |
| Donald Leland DrummondPersonal Financial Specialist | Jacksonville, Fl | Apr 7, 2022 | 14 y | 0 |
| John W GiehrlPersonal Financial Specialist | Jacksonville, Fl | Feb 19, 2023 | 19 y | 2 |
| Joel Clayton ChamberlainPersonal Financial Specialist | Jacksonville, Fl | Jan 1, 2025 | 12 y | 1 |
| Austin Wells Franks | Jacksonville, Fl | Dec 18, 2025 | 12 y | 0 |
| Joe Delbert Baker | Jacksonville, Fl | Aug 21, 2026 | 20 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 headcount1 left over 36 months
Left, latest
- Nelson William Greene to Highline Private Wealth, LLCApr 2, 2024 · RIA to a state-registered adviser
- Brian Allen Hall to Avantax Advisory ServicesJan 4, 2023 · RIA to affiliated broker-dealer or bank
Joined, latest
- Joel Clayton Chamberlain from Gunn & Company Investment Management, Inc.Jan 1, 2025 · RIA to RIA
- John W Giehrl from Ple Wealth ManagementFeb 19, 2023 · Other
- Nelson William Greene from Parkside Investments, LLCFeb 13, 2023 · RIA to RIA
- Brian Allen Hall from Gunn & Company Investment Management, Inc.Apr 7, 2022 · RIA to RIA
- Kenneth Ryan Krey from Gunn & Company Investment Management, Inc.Jan 26, 2022 · RIA to RIA
- Isaac Jacob Brohinsky from Gunn & Company Investment Management, Inc.Jan 26, 2022 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Gunn & Company Investment Management, Inc.Oct 4, 2022 · Jacksonville, Fl
- 2 joined from Gunn & Company Investment Management, Inc.Aug 15, 2022 · Jacksonville, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jacob Isaac Brohinsky · President, Cco, Managing Membercontrolsince 09/2021 · owns 25% to 50%
- Clayton Joel Chamberlain · Secretary, Treasurer, Managing Membercontrolsince 09/2021 · owns 25% to 50%
- Ryan Kenneth Krey · Vice President, Managing Membercontrolsince 09/2021 · owns 25% to 50%
Related persons
Schedule D 7.A
- Financial Solution Advisors Cpa, LLCinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jacksonville, Fl · principal | 9 | 4 | 0 | ||
| Deland, Fl | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count surgeChange between filings · filing Jan 30, 2026advisory representatives (Item 5.B.3) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-03-25 and 2026-01-30; the peer median change was 0.0% (965 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (965) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 359 to 393Sep 5, 2025 to Jan 30, 2026
- Advisory employees · 5 to 8Sep 5, 2025 to Jan 30, 2026
- Corporate clients · 2 to 3Sep 5, 2025 to Jan 30, 2026
- HNW clients · 29 to 28Sep 5, 2025 to Jan 30, 2026
- Individual clients · 108 to 120Sep 5, 2025 to Jan 30, 2026
- Pension plan clients · 36 to 34Sep 5, 2025 to Jan 30, 2026
- Employees · 5 to 8Sep 5, 2025 to Jan 30, 2026
- State-registered IARs · 5 to 8Sep 5, 2025 to Jan 30, 2026
- Other offices · 0 to 1Sep 5, 2025 to Jan 30, 2026
- Discretionary RAUM · $161M to $190MSep 5, 2025 to Jan 30, 2026
- HNW RAUM · $88.1M to $95.2MSep 5, 2025 to Jan 30, 2026
- Individual RAUM · $30.7M to $38.7MSep 5, 2025 to Jan 30, 2026
- Pension RAUM · $32.5M to $43.0MSep 5, 2025 to Jan 30, 2026
- RAUM · $161M to $190MSep 5, 2025 to Jan 30, 2026
- Related adviser · false to trueSep 5, 2025 to Jan 30, 2026
- Financial planning clients · 0 to 0Mar 25, 2025 to Sep 5, 2025
- Accounts · 351 to 359Mar 27, 2024 to Mar 25, 2025
- Advisory employees · 6 to 5Mar 27, 2024 to Mar 25, 2025
- Corporate clients · unset to 2.0Mar 27, 2024 to Mar 25, 2025
- HNW clients · 26 to 29Mar 27, 2024 to Mar 25, 2025
- Individual clients · 104 to 108Mar 27, 2024 to Mar 25, 2025
- Pension plan clients · 38 to 36Mar 27, 2024 to Mar 25, 2025
- Employees · 6 to 5Mar 27, 2024 to Mar 25, 2025
- State-registered IARs · 6 to 5Mar 27, 2024 to Mar 25, 2025
- Discretionary RAUM · $136M to $161MMar 27, 2024 to Mar 25, 2025
- HNW RAUM · $74.8M to $88.1MMar 27, 2024 to Mar 25, 2025
- Individual RAUM · $21.3M to $30.7MMar 27, 2024 to Mar 25, 2025
- Pension RAUM · $35.0M to $32.5MMar 27, 2024 to Mar 25, 2025
- RAUM · $136M to $161MMar 27, 2024 to Mar 25, 2025
- Accounts · 162 to 351Feb 28, 2024 to Mar 27, 2024
- Corporate clients · 1.0 to unsetFeb 28, 2024 to Mar 27, 2024
- HNW clients · 27 to 26Feb 28, 2024 to Mar 27, 2024
- Individual clients · 114 to 104Feb 28, 2024 to Mar 27, 2024
- Pension plan clients · 19 to 38Feb 28, 2024 to Mar 27, 2024
- Discretionary RAUM · $102M to $136MFeb 28, 2024 to Mar 27, 2024
- HNW RAUM · $57.9M to $74.8MFeb 28, 2024 to Mar 27, 2024
- Individual RAUM · $19.0M to $21.3MFeb 28, 2024 to Mar 27, 2024
- Pension RAUM · $20.2M to $35.0MFeb 28, 2024 to Mar 27, 2024
- RAUM · $102M to $136MFeb 28, 2024 to Mar 27, 2024
Signals
5 dated events
- Nelson William Greene left Financial Independence Advisors, Llc for Highline Private Wealth, Llc (registered 2024-10-03)Apr 2, 2024 · Advisor changed firm · fact
- Financial Independence Advisors, Llc filed its initial SEC registration (Form ADV)Mar 25, 2023 · First SEC registration · fact
- Brian Allen Hall left Financial Independence Advisors, Llc for Avantax Advisory Services (registered 2023-01-27)Jan 4, 2023 · Advisor changed firm · fact
- 2 advisors left Gunn & Company Investment Management, Inc. (Jacksonville, FL) for Financial Independence Advisors, LLC on the same dayOct 4, 2022 · Team lift-out · derived
- 2 advisors left Gunn & Company Investment Management, Inc. (Jacksonville, FL) for Financial Independence Advisors, LLC on the same dayAug 15, 2022 · Team lift-out · derived
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 phone
- 904-605-4545reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 386-734-9441reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/fiajacksonville/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- fiaflorida.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 904-605-4545reportedpublic record, Form ADV, Jan 30, 2026
- Contact form
- fiaflorida.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- fiaflorida.com/teamreportedpublished 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
- $21.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026