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
Ab2 Capital Partners LLC
Latest filing Feb 26, 2026
First filing on the tape Jan 26, 2022 · 12 filings
SEC status approved since Feb 25, 2022
RAUM
$1.1B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.1B
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.1B as of Feb 26, 2026
Feb 27, 2023$867M then
HNW client RAUM$1.1B as of Feb 26, 2026
Feb 27, 2023$867M then
State-registered IARs (5.B.3)1 as of Feb 26, 2026
Feb 27, 20231 then
Employees (5.A)1 as of Feb 26, 2026
Feb 27, 20231 then
Private funds: no history
RAUM +13% over the last fiscal year+9.9% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.1BderivedRAUM 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
- $22.5MderivedRAUM 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
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $200,000, 4 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 custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.1B100%
- Individual clients
- 0reported
- HNW clients
- n/areported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $200,000 for 4 clientsreported
- 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alan Blacharz | Hollywood, Fl | Jan 2, 2025 | 16 y | 1 |
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
- Alan Blacharz from Valley Financial Management, Inc.Jan 2, 2025 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alan Blacharz · Chief Compliance Officer, Manager And Presidentcontrolsince 11/2021 · 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.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Feb 26, 2026RAUM per account of $22,549,020 against a peer median of $812,622 (1332 comparable advisers, 98.0th percentile, 14.7 robust deviations)peers: independent wealth managers, $1B to $5B (1,332) · 98% percentile
- low discretionary shareStatic outlier · filing Feb 26, 2026discretionary share of RAUM of 0% against a peer median of 99% (1360 comparable advisers, 0.0th percentile, 33.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,360) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 33 to 51Feb 28, 2025 to Feb 26, 2026
- HNW RAUM · $1.0B to $1.1BFeb 28, 2025 to Feb 26, 2026
- Non-discretionary RAUM · $1.0B to $1.1BFeb 28, 2025 to Feb 26, 2026
- RAUM · $1.0B to $1.1BFeb 28, 2025 to Feb 26, 2026
- Accounts · 29 to 33Feb 28, 2024 to Feb 28, 2025
- Financial planning clients · unset to Feb 28, 2024 to Feb 28, 2025
- HNW RAUM · $948M to $1.0BFeb 28, 2024 to Feb 28, 2025
- Non-discretionary RAUM · $948M to $1.0BFeb 28, 2024 to Feb 28, 2025
- RAUM · $948M to $1.0BFeb 28, 2024 to Feb 28, 2025
- Accounts · 14 to 29Jul 24, 2023 to Feb 28, 2024
- Assets in custody · unset to 200000.0Jul 24, 2023 to Feb 28, 2024
- Custody of client assets · false to trueJul 24, 2023 to Feb 28, 2024
- HNW RAUM · $867M to $948MJul 24, 2023 to Feb 28, 2024
- Non-discretionary RAUM · $867M to $948MJul 24, 2023 to Feb 28, 2024
- RAUM · $867M to $948MJul 24, 2023 to Feb 28, 2024
- HNW clients · 14.0 to unsetJun 24, 2022 to Feb 27, 2023
- HNW RAUM · $731M to $867MJun 24, 2022 to Feb 27, 2023
- Non-discretionary RAUM · $731M to $867MJun 24, 2022 to Feb 27, 2023
- RAUM · $731M to $867MJun 24, 2022 to Feb 27, 2023
- HNW RAUM · $730M to $731MJun 23, 2022 to Jun 24, 2022
- Non-discretionary RAUM · $730M to $731MJun 23, 2022 to Jun 24, 2022
- RAUM · $730M to $731MJun 23, 2022 to Jun 24, 2022
- Accounts · unset to 14.0Feb 1, 2022 to Jun 23, 2022
- Charity clients · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- Corporate clients · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- HNW clients · unset to 14.0Feb 1, 2022 to Jun 23, 2022
- Individual clients · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- Pension plan clients · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- Pooled vehicle clients · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- Discretionary RAUM · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- HNW RAUM · unset to 730000000.0Feb 1, 2022 to Jun 23, 2022
- Individual RAUM · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- Non-discretionary RAUM · unset to 730000000.0Feb 1, 2022 to Jun 23, 2022
- Pension RAUM · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- Pooled vehicle RAUM · unset to 0.0Feb 1, 2022 to Jun 23, 2022
- RAUM · unset to 730000000.0Feb 1, 2022 to Jun 23, 2022
- Accounts · 1.0 to unsetJan 26, 2022 to Feb 1, 2022
- HNW clients · 1.0 to unsetJan 26, 2022 to Feb 1, 2022
- Discretionary RAUM · 645000000.0 to unsetJan 26, 2022 to Feb 1, 2022
- HNW RAUM · 645000000.0 to unsetJan 26, 2022 to Feb 1, 2022
Signals
1 dated events
- Ab2 Capital Partners Llc filed its initial SEC registration (Form ADV)Jan 26, 2022 · 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
- Principal office phone
- (954) 802-8328reportedpublic record, Form ADV, Feb 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
- $1.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026