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

Ronald Blue Advisors

Former SEC-registered adviserIrvine, CaliforniaCRD 318329SEC 801-123422IAPD
Legal name Ronald Blue Advisors, LLC
Latest filing Mar 15, 2022
First filing on the tape Feb 9, 2022 · 2 filings
RAUM
n/a
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
8
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 15, 2022
Feb 9, 20220 then
Employees (5.A)8 as of Mar 15, 2022
Feb 9, 20228 then
Private funds: no history
Practice profile
derived from the filing of Mar 15, 2022; every figure names its basis
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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
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, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
Ownership
a bank, bancorp or trust company is a 50 percent or greater ownerderived
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 non-employees for client referrals (8.G.2)
  • marketing includes hypothetical performance (5.L.3)
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
n/areported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
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
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
      • Fadi Mike Haddad · Chief Operations Officercontrol
        since 01/2022 · owns less than 5%
      • Lowell Brian Shepler · Chief Executive Officercontrol
        since 01/2022 · owns less than 5%
      • Olalekan Adeyinka Akinsola · Chief Compliance Officer
        since 01/2022 · owns less than 5%
      • Jean Lisa Weiden · Chief Financial Officer
        since 01/2022 · owns less than 5%
      Entity owners
      • Thrivent Trust Company Of Tennessee, Inc. · Owner
        direct · owns 75% or more
      • Thrivent Financial For Lutherans · Shareholder
        indirect · owns 75% or more of Thrivent Financial Holdings, Inc.
      • Thrivent Financial Holdings, Inc. · Shareholder
        indirect · owns 75% or more of Thrivent Trust Company Of Tennessee, Inc.
      Related persons
      Schedule D 7.A
      • Newman Financial Services LLC
        real estaten
      • Thrivent Advisor Network, LLC
        investment advisernRAUM $6.8B
      • Thrivent Asset Management, LLC
        investment adviserbanknRAUM $48B
      • Thrivent Distributors, LLC
        broker-dealern
      • Thrivent Financial For Lutherans
        investment adviserbankpooled vehicle sponsorreal estateyRAUM $129B
      • Thrivent Insurance Agency Inc.
        real estaten
      • Thrivent Investment Management Inc.
        broker-dealerinvestment advisernRAUM $21B
      • Thrivent Trust Company
        n
      • Thrivent Trust Company Of Tennessee, Inc.
        y
      • Thrivent White Rose Endurance Gp II, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Endurance Gp, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp II, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp III, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp IV, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Ix, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp V, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Vi, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Vii, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Viii, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp X, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Xi, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Xii, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Xiii, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Gp Xiv, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Opportunity Fund, Gp, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Real Estate Gp I, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Real Estate Gp II, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Real Estate Gp III, LLC
        pooled vehicle sponsorn
      • Thrivent White Rose Real Estate Gp IV, LLC
        pooled vehicle sponsorn
      • Twin Bridge Capital Partners, LLC
        investment adviserpooled vehicle sponsornRAUM $5.2B
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • Ronald Blue Advisors filed its initial SEC registration (Form ADV)
        Feb 9, 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.
      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