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.
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SEC-registered adviser
C•••••• C•••••• M••••••••• L••
Latest filing May 12, 2026
First filing on the tape Jun 13, 2022 · 12 filings
SEC status approved since Jul 14, 2022
RAUM
$579M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
47
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
61
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$579M as of May 12, 2026
Mar 29, 2023$400M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 12, 2026
Mar 29, 20230 then
Employees (5.A)47 as of May 12, 2026
Mar 29, 202341 then
Private funds61 as of May 12, 2026
Mar 29, 202360 then
RAUM +13% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 12, 2026; 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
- $7.0MderivedRAUM 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
- +16%derivedbetween 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, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$579M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 83reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 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
Private funds
73 reported on Schedule D 7.B.(1)
All funds of C•••••• C•••••• M••••••••• L••
Owners and control persons
Schedule A and B, latest filing
- A•••••• R•••••• M•••••• · Managing Directorcontrolsince 02/2010 · owns 5% to 10%
- H••••• D•••••• J••••• · Chief Executive Officercontrolsince 02/2010 · owns less than 5%
- J••••• H••••••• C•••••• · Chief Operating Officercontrolsince 07/2022 · owns less than 5%
- K•••• J•••••••• S••••• · Chief Investment Officercontrolsince 11/2018 · owns less than 5%
- M•••••••• R•••• J••••• · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- R•••• G•••••• B•••• · Member, Governance Committeecontrolsince 06/2022 · owns less than 5%
- H••••• D•••••• J••••• · Trusteecontrolsince 08/2021 · owns F of D••••• J• H•••• 2••• I••••••••• T•••• D•••• A••••• 2•• 2•••
- H••••• E••••••••• A•• · Trusteecontrolsince 09/2021 · owns F of 2••• T•••• F•• E•••••••• A• H••••• D•••• S•••••••• 2•• 2•••
- L•••••• M•••• C••••••••• · Trusteecontrolsince 09/2021 · owns F of 2••• T•••• F•• E•••••••• A• H••••• D•••• S•••••••• 2•• 2•••
- R•••• A•••••• S••••• · Managercontrolsince 08/2019 · owns 50% to 75% of R••• H••••••• T••••• L••
- R•••• G•••••• B•••• · Managercontrolsince 04/2008 · owns 50% to 75% of R••• H••••••• T••••• L••
- D••••• W••••••• J••• · Chief Compliance Officersince 06/2022 · owns less than 5%
Entity owners
- R••• H••••••• T••••• L•• · Memberdirect · owns 25% to 50%
- 2••• T•••• F•• E•••••••• A• H••••• D•••• S•••••••• 2•• 2••• · Memberdirect · owns 10% to 25%
- D••••• J• H•••• 2••• I••••••••• T•••• D•••• A••••• 2•• 2••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- 2••• R••• A•••• M••••••••• L••pooled vehicle sponsory
- C•• A••••••• M••••••• E••••• F••• G•• L••pooled vehicle sponsory
- C•• C•••••• E••••• F••• I• G•• L•pooled vehicle sponsory
- C•• C•••••• G•• L•pooled vehicle sponsory
- C•• G•••••• P••••••• L••pooled vehicle sponsory
- C•• M•• E••••• F••• G•• L•pooled vehicle sponsory
- C•• P••••••••• E••••• F••• G•• L•pooled vehicle sponsory
- C•• R•••• L••••• G•• L•pooled vehicle sponsory
- C•• T•••••••• E••••• F••• G•• L•pooled vehicle sponsory
- C•• T•••••••• L••••• G•• L•pooled vehicle sponsory
- C•• U••••••••• V•••••• H•••• G•• L••pooled vehicle sponsory
- C•• I• C•• L••pooled vehicle sponsory
- C•• I• G•••••• P••••••• L••pooled vehicle sponsory
- C•••••• A•••••• E••••• F••• G•• L•pooled vehicle sponsory
- C•••••• A•••••• M•••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• A••••••••• I••••••••• I•• L••pooled vehicle sponsory
- C•••••• A••• C••••• F••• G•• L•pooled vehicle sponsory
- C•••••• C••••• M•••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• C••••• M•••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• C••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• C••••••••• F••••• F••• G•• L•pooled vehicle sponsory
- C•••••• D•••• F••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• E••• F••• 2• G•• L•pooled vehicle sponsory
- C•••••• G••••••• M•••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• G•••••• F••• G•• L•pooled vehicle sponsory
- C•••••• G••••••••• E••••• F••• G•• L•pooled vehicle sponsory
- C•••••• G•••••••• G•• L•pooled vehicle sponsory
- C•••••• G• M•••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• H•••• A••••••••• F••• G•• L•pooled vehicle sponsory
- C•••••• H••••• E••••••• F••• G•• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing May 12, 2026private funds per $1B of RAUM of 105.4 against a peer median of 8.9 (463 comparable advisers, 99.0th percentile, 16.1 robust deviations)peers: asset managers, $500M to $1B (463) · 99% percentile
- large related person networkStatic outlier · filing May 12, 2026related persons on Schedule D 7.A of 64.0 against a peer median of 5.0 (338 comparable advisers, 98.0th percentile, 19.9 robust deviations)peers: asset managers, $500M to $1B (338) · 98% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $598M to $579MMar 23, 2026 to May 12, 2026
- Pooled vehicle RAUM · $598M to $579MMar 23, 2026 to May 12, 2026
- RAUM · $598M to $579MMar 23, 2026 to May 12, 2026
- Accounts · 79 to 83Jun 23, 2025 to Mar 23, 2026
- Advisory employees · 16 to 15Jun 23, 2025 to Mar 23, 2026
- Pooled vehicle clients · 79 to 83Jun 23, 2025 to Mar 23, 2026
- Employees · 39 to 47Jun 23, 2025 to Mar 23, 2026
- Private funds · 63 to 61Jun 23, 2025 to Mar 23, 2026
- Discretionary RAUM · $514M to $598MJun 23, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $514M to $598MJun 23, 2025 to Mar 23, 2026
- RAUM · $514M to $598MJun 23, 2025 to Mar 23, 2026
- Financial planning clients · unset to Apr 29, 2025 to Jun 23, 2025
- Accounts · 78 to 79Jun 13, 2024 to Apr 29, 2025
- Advisory employees · 19 to 16Jun 13, 2024 to Apr 29, 2025
- Pooled vehicle clients · 78 to 79Jun 13, 2024 to Apr 29, 2025
- Employees · 47 to 39Jun 13, 2024 to Apr 29, 2025
- Private funds · 61 to 63Jun 13, 2024 to Apr 29, 2025
- Discretionary RAUM · $438M to $514MJun 13, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $438M to $514MJun 13, 2024 to Apr 29, 2025
- RAUM · $438M to $514MJun 13, 2024 to Apr 29, 2025
- Accounts · 77 to 78May 22, 2023 to Mar 28, 2024
- Advisory employees · 15 to 19May 22, 2023 to Mar 28, 2024
- Pooled vehicle clients · 77 to 78May 22, 2023 to Mar 28, 2024
- Employees · 41 to 47May 22, 2023 to Mar 28, 2024
- Private funds · 60 to 61May 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $430M to $438MMay 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $430M to $438MMay 22, 2023 to Mar 28, 2024
- RAUM · $430M to $438MMay 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $400M to $430MMar 29, 2023 to May 22, 2023
- Pooled vehicle RAUM · $400M to $430MMar 29, 2023 to May 22, 2023
- RAUM · $400M to $430MMar 29, 2023 to May 22, 2023
- Accounts · 81 to 77Nov 4, 2022 to Mar 29, 2023
- Advisory employees · 11 to 15Nov 4, 2022 to Mar 29, 2023
- Pooled vehicle clients · 81 to 77Nov 4, 2022 to Mar 29, 2023
- Employees · 39 to 41Nov 4, 2022 to Mar 29, 2023
- Private funds · 64 to 60Nov 4, 2022 to Mar 29, 2023
- Discretionary RAUM · $316M to $400MNov 4, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $316M to $400MNov 4, 2022 to Mar 29, 2023
- RAUM · $316M to $400MNov 4, 2022 to Mar 29, 2023
Signals
3 dated events
- Joseph Ryan Monteiro (Chief Financial Officer) appeared on Schedule A of C•••••• C•••••• M••••••••• L••Mar 28, 2024 · Control person joined · fact
- Celeste Heather Jones (Chief Operating Officer) appeared on Schedule A of C•••••• C•••••• M••••••••• L••Mar 29, 2023 · Control person joined · fact
- C•••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 13, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C•••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/civitas-capital-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- civitascapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-572-2300reportedpublic record, Form ADV, May 12, 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
- Asset manager (funds and pooled vehicles)deriveda 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