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
Gearhart & Associates
Legal name Atlas Wealth LLC
Latest filing Apr 28, 2026
First filing on the tape May 12, 2022 · 14 filings
SEC status approved since Jun 10, 2022
RAUM
$873M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$844M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$218M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$873M as of Apr 28, 2026
Mar 8, 2023$581M then
HNW client RAUM$744M as of Apr 28, 2026
Mar 8, 2023$304M then
State-registered IARs (5.B.3)4 as of Apr 28, 2026
Mar 8, 20234 then
Employees (5.A)7 as of Apr 28, 2026
Mar 8, 20236 then
Private funds: no history
RAUM +21% over the last fiscal year+14% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Apr 28, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $218MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 721derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $300,582derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +73%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $29.4M, 28 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 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)
- 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
- High-net-worth individuals$744M85%
- Individuals$99.9M11%
- Corporations and businesses$18.3M2.1%
- Pension and profit-sharing plans$10.7M1.2%
- Individual clients
- 2,672reported
- HNW clients
- 212reported
- Pension plan clients
- 6reported
- Charitable clients
- n/areported
- Accounts
- 2,903reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $29.4M for 28 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Alexandra Eichler RiceCertified Financial Planner | Cincinnati, Oh | Jul 14, 2022 | 12 y | 3 |
| Kenton Kyle GearhartCertified Financial Planner | Cincinnati, Oh | Jul 14, 2022 | 31 y | 2 |
| Olivia Claire Thomason | Cincinnati, Oh | Jul 16, 2024 | 13 y | 0 |
| Samantha FlorioCertified Financial Planner | Cincinnati, Oh | Aug 13, 2024 | 12 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 headcount1 left over 36 months
Left, latest
- Kendall Mcgarry Harden to UBS Financial Services Inc.Aug 1, 2024 · RIA to wirehouse
Joined, latest
- Samantha Florio from W&S Brokerage Services, Inc.Aug 13, 2024 · Affiliated broker-dealer or bank to independent RIA
- Kenton Kyle Gearhart from Raymond James & Associates, Inc.Jul 14, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Alexandra Eichler Rice from Raymond James & Associates, Inc.Jul 14, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Kendall Mcgarry Harden from Raymond James & Associates, Inc.Jul 14, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Raymond James & Associates, Inc.Jul 21, 2022 · Cincinnati, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Andy Armstrong · Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- Kyle Kenton Gearhart · President And Ciocontrolsince 05/2022 · owns 75% or more
- Mcgarry Kendall Harden · Coosince 05/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cincinnati, Oh · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- unusually high clients per advisorStatic outlier · filing Apr 28, 2026private clients per advisor of 721.0 against a peer median of 63.7 (1211 comparable advisers, 100.0th percentile, 17.7 robust deviations)peers: independent wealth managers, $500M to $1B (1,211) · 100% percentile
- account count surgeChange between filings · filing Apr 28, 2026accounts (Item 5.F.2.f) moved from 1,694.0 to 2,903.0 (+71.0%) between the annual amendments of 2025-04-14 and 2026-04-28; the peer median change was +6.0% (1256 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 96% percentile
- client count surgeChange between filings · filing Apr 28, 2026individual and HNW clients (Item 5.D) moved from 1,670.0 to 2,884.0 (+73.0%) between the annual amendments of 2025-04-14 and 2026-04-28; the peer median change was +5.0% (1216 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,216) · 98% percentile
- HNW share shiftChange between filings · filing Apr 28, 2026HNW share of RAUM moved from 59.0% to 85.0% between the annual amendments of 2025-04-14 and 2026-04-28peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 1,694 to 2,903Apr 14, 2025 to Mar 13, 2026
- Corporate clients · 11 to 13Apr 14, 2025 to Mar 13, 2026
- HNW clients · 194 to 212Apr 14, 2025 to Mar 13, 2026
- Individual clients · 1,476 to 2,672Apr 14, 2025 to Mar 13, 2026
- Pension plan clients · 13 to 6Apr 14, 2025 to Mar 13, 2026
- Assets in custody · $14.5M to $29.4MApr 14, 2025 to Mar 13, 2026
- Discretionary RAUM · $724M to $873MApr 14, 2025 to Mar 13, 2026
- HNW RAUM · $425M to $744MApr 14, 2025 to Mar 13, 2026
- Individual RAUM · $271M to $99.9MApr 14, 2025 to Mar 13, 2026
- Pension RAUM · $15.3M to $10.7MApr 14, 2025 to Mar 13, 2026
- RAUM · $724M to $873MApr 14, 2025 to Mar 13, 2026
- Accounts · 1,751 to 1,694Nov 4, 2024 to Apr 14, 2025
- Corporate clients · 9 to 11Nov 4, 2024 to Apr 14, 2025
- HNW clients · 162 to 194Nov 4, 2024 to Apr 14, 2025
- Individual clients · 1,589 to 1,476Nov 4, 2024 to Apr 14, 2025
- Pension plan clients · 16 to 13Nov 4, 2024 to Apr 14, 2025
- Assets in custody · $5.5M to $14.5MNov 4, 2024 to Apr 14, 2025
- Financial planning clients · 0 to 0Nov 4, 2024 to Apr 14, 2025
- Discretionary RAUM · $634M to $724MNov 4, 2024 to Apr 14, 2025
- HNW RAUM · $354M to $425MNov 4, 2024 to Apr 14, 2025
- Individual RAUM · $256M to $271MNov 4, 2024 to Apr 14, 2025
- Non-discretionary RAUM · $4.6M to $0Nov 4, 2024 to Apr 14, 2025
- Pension RAUM · $17.1M to $15.3MNov 4, 2024 to Apr 14, 2025
- RAUM · $638M to $724MNov 4, 2024 to Apr 14, 2025
- Accounts · 1,721 to 1,751Sep 26, 2023 to Mar 14, 2024
- Corporate clients · 6 to 9Sep 26, 2023 to Mar 14, 2024
- HNW clients · 146 to 162Sep 26, 2023 to Mar 14, 2024
- Individual clients · 1,575 to 1,589Sep 26, 2023 to Mar 14, 2024
- Pension plan clients · 22 to 16Sep 26, 2023 to Mar 14, 2024
- Assets in custody · $6.3M to $5.5MSep 26, 2023 to Mar 14, 2024
- Employees · 6 to 7Sep 26, 2023 to Mar 14, 2024
- Financial planning clients · 1-10 to 0Sep 26, 2023 to Mar 14, 2024
- Discretionary RAUM · $577M to $634MSep 26, 2023 to Mar 14, 2024
- HNW RAUM · $304M to $354MSep 26, 2023 to Mar 14, 2024
- Individual RAUM · $251M to $256MSep 26, 2023 to Mar 14, 2024
- Non-discretionary RAUM · $4.3M to $4.6MSep 26, 2023 to Mar 14, 2024
- Pension RAUM · $16.7M to $17.1MSep 26, 2023 to Mar 14, 2024
- RAUM · $581M to $638MSep 26, 2023 to Mar 14, 2024
- Financial planning clients · 0 to 1-10Dec 14, 2022 to Mar 8, 2023
- Discretionary RAUM · $551M to $577MDec 14, 2022 to Mar 8, 2023
Signals
5 dated events
- Kendall Mcgarry Harden left Gearhart & Associates for Ubs Financial Services Inc. (registered 2024-09-10)Aug 1, 2024 · Advisor changed firm · fact
- Georgette Shadia Bucciarelli (Senior Vice President) no longer on Schedule A of Gearhart & Associates (listed 2024-05-15, absent 2024-06-27)Jun 27, 2024 · Control person left · inference
- Georgette Shadia Bucciarelli (Senior Vice President) appeared on Schedule A of Gearhart & AssociatesMar 8, 2023 · Control person joined · fact
- 2 advisors left Raymond James & Associates, Inc. (Cincinnati, OH) for Gearhart & Associates on the same dayJul 21, 2022 · Team lift-out · derived
- Gearhart & Associates filed its initial SEC registration (Form ADV)May 12, 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
- Business email
- info@gearhart-assoc.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 513-985-3450reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 513-985-3460reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/gearhart-associatesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- gearhart-assoc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 513-985-3450reportedpublic record, Form ADV, Apr 28, 2026
- Contact form
- gearhart-assoc.com/contact-gearhartreportedpublished by the firm, firm site, Sep 17, 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
- $218Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026