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
Bricktown Capital, LLC
Legal name Bricktown Capital LLC
Latest filing Mar 24, 2026
First filing on the tape Apr 5, 2022 · 13 filings
SEC status approved since May 5, 2022
RAUM
$12B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$1.1B
derived; firm RAUM over IAPD count
Employees
33
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$12B as of Mar 24, 2026
Mar 24, 2023$10B then
HNW client RAUM: no history
State-registered IARs (5.B.3)9 as of Mar 24, 2026
Mar 24, 20239 then
Employees (5.A)33 as of Mar 24, 2026
Mar 24, 202327 then
Private funds: no history
RAUM -0.8% over the last fiscal year+5.1% a year over threeIARs 9 to 9
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- 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
- $139MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 11.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.8%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
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $12B, 16 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$12B99%
- Charitable organizations$62.5M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 84reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $12B for 16 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Aaron Thomas WagnerChartered Financial Analyst | Detroit, Mi | Jun 13, 2022 | 30 y | 0 |
| Christopher John IngleChartered Financial Analyst | Detroit, Mi | Jun 13, 2022 | 19 y | 0 |
| Waymond Eli HarrisChartered Financial Analyst | Detroit, Mi | Jun 13, 2022 | 23 y | 0 |
| Charles Herbert SchervishChartered Financial Analyst | Detroit, Mi | Jun 13, 2022 | 25 y | 0 |
| Matthew Gilbert LauhoffChartered Financial Analyst | Detroit, Mi | Jun 13, 2022 | 16 y | 0 |
| David William HauserChartered Financial Analyst | Detroit, Mi | Jun 20, 2022 | 19 y | 0 |
| Tenzing Thomas Deck | Detroit, Mi | Jul 19, 2022 | 25 y | 3 |
| Matthew Peter Thomason | Detroit, Mi | Jun 17, 2023 | 12 y | 0 |
| Ryder CampbellChartered Financial Analyst | Detroit, Mi | Jan 1, 2025 | 25 y | 1 |
| Victor Abiodun BanjoChartered Financial Analyst | Detroit, Mi | Jan 1, 2025 | 22 y | 0 |
| John David SoderstromChartered Financial Analyst | Detroit, Mi | Feb 27, 2026 | 12 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Ryder Campbell from Pugh Capital Management, Inc.Jan 1, 2025 · Other
- Tenzing Thomas Deck from Newedge AdvisorsJul 19, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ryder Campbell · Treasurercontrolsince 04/2022 · owns less than 5%
- Thomas Tenzing Deck · Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- Eli Waymond Harris · Presidentcontrolsince 04/2022 · owns less than 5%
- John Joseph Radtka · Secretarycontrolsince 04/2022 · owns less than 5%
Entity owners
- Blue Cross Blue Shield Of Michigan Mutal Insurance Company · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Accident Fund General Insurance Companyreal estaten
- Accident Fund Insurance Company Of Americareal estaten
- Accident Fund National Insurance Companyreal estaten
- Ameritrust Insurance Corporationreal estaten
- Blue Care Network Of Michiganreal estaten
- Blue Cross Blue Shield Of Michigan Mutual Insurance Companyreal estatey
- Blue Cross Complete Of Michaigan LLCreal estaten
- Century Surety Companyreal estaten
- Compwest Insurance Companyreal estaten
- Lifesecure Insurance Companyreal estaten
- Nextblue Of North Dakota Insurance Companyreal estaten
- Procentury Insurance Companyreal estaten
- Star Insurance Companyreal estaten
- Third Coast Insurance Companyreal estaten
- United Wisconsin Insurance Companyreal estaten
- Vermont Blue Advantage, Inc.real estaten
- Williamsburg National Insurance Companyreal estaten
- Woodward Straits Insurance Companyreal estaten
- Wyoming Blue Advantage Increal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Detroit, Mi · principal | 11 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 24, 2026pension consulting (Item 5.G.6): no on the filing of 2025-08-29, yes on the filing of 2026-03-24peers: institutional managers, $5B to $20B (71)
What changed
consecutive filings, newest first
- Accounts · 96 to 84Aug 29, 2025 to Mar 24, 2026
- Advisory employees · 34 to 33Aug 29, 2025 to Mar 24, 2026
- Advisory activities · 2 to 3Aug 29, 2025 to Mar 24, 2026
- Assets in custody · $9.1B to $12BAug 29, 2025 to Mar 24, 2026
- Employees · 34 to 33Aug 29, 2025 to Mar 24, 2026
- Discretionary RAUM · $12B to $12BAug 29, 2025 to Mar 24, 2026
- RAUM · $12B to $12BAug 29, 2025 to Mar 24, 2026
- Accounts · 105 to 96Nov 26, 2024 to Mar 28, 2025
- Advisory employees · 31 to 34Nov 26, 2024 to Mar 28, 2025
- Assets in custody · $9.3B to $9.1BNov 26, 2024 to Mar 28, 2025
- Employees · 31 to 34Nov 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 26, 2024 to Mar 28, 2025
- State-registered IARs · 10 to 9Nov 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $12B to $12BNov 26, 2024 to Mar 28, 2025
- RAUM · $12B to $12BNov 26, 2024 to Mar 28, 2025
- Accounts · 85 to 105Mar 28, 2024 to Nov 25, 2024
- Advisory employees · 32 to 31Mar 28, 2024 to Nov 25, 2024
- Corporate clients · 6 to 10Mar 28, 2024 to Nov 25, 2024
- Employees · 32 to 31Mar 28, 2024 to Nov 25, 2024
- Discretionary RAUM · $9.9B to $12BMar 28, 2024 to Nov 25, 2024
- RAUM · $9.9B to $12BMar 28, 2024 to Nov 25, 2024
- Accounts · 83 to 85Mar 24, 2023 to Mar 28, 2024
- Advisory employees · 27 to 32Mar 24, 2023 to Mar 28, 2024
- Assets in custody · $9.5B to $9.3BMar 24, 2023 to Mar 28, 2024
- Employees · 27 to 32Mar 24, 2023 to Mar 28, 2024
- State-registered IARs · 9 to 10Mar 24, 2023 to Mar 28, 2024
- Discretionary RAUM · $10B to $9.9BMar 24, 2023 to Mar 28, 2024
- RAUM · $10B to $9.9BMar 24, 2023 to Mar 28, 2024
- Accounts · 81 to 83Oct 3, 2022 to Mar 24, 2023
- Advisory employees · 25 to 27Oct 3, 2022 to Mar 24, 2023
- Charity clients · 1.0 to unsetOct 3, 2022 to Mar 24, 2023
- Assets in custody · unset to 9484502000.0Oct 3, 2022 to Mar 24, 2023
- Custody of client assets · false to trueOct 3, 2022 to Mar 24, 2023
- Employees · 25 to 27Oct 3, 2022 to Mar 24, 2023
- Discretionary RAUM · $9.3B to $10BOct 3, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $1.8B to $0Oct 3, 2022 to Mar 24, 2023
- RAUM · $11B to $10BOct 3, 2022 to Mar 24, 2023
- Accounts · 0 to 81Apr 6, 2022 to Aug 24, 2022
- Advisory employees · 20 to 25Apr 6, 2022 to Aug 24, 2022
- Charity clients · unset to 1.0Apr 6, 2022 to Aug 24, 2022
Signals
3 dated events
- Ann Kelly Lange (Chief Compliance Officer) no longer on Schedule A of Bricktown Capital, Llc (listed 2022-04-06, absent 2022-08-24)Aug 24, 2022 · Control person left · inference
- Thomas Tenzing Deck (Chief Compliance Officer) appeared on Schedule A of Bricktown Capital, LlcAug 24, 2022 · Control person joined · fact
- Portfolio Management filed its initial SEC registration (Form ADV)Apr 5, 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
- Website
- bricktowncapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 313-225-0221reportedpublic record, Form ADV, Mar 24, 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
- Institutional 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