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

Tip Group LLC

STATE REGISTEREDHouston, TexasCRD 322053websiteIAPD
Latest filing Sep 7, 2026
First filing on the tape Sep 7, 2026 · 1 filings
RAUM
$59.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$59.0M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Sep 7, 2026; every figure names its basis
RAUM per advisor
$4.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
31derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.0MderivedHNW RAUM over HNW clients
Average account
$76,378derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
6.0derived2 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, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 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
  • 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$37.0M63%
  • High-net-worth individuals$22.0M37%
Individual clients
361reported
HNW clients
11reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
773reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Tehrrek Lee FitzpatrickHouston, TxSep 6, 202221 y1
Phillip Edward HammettHouston, TxOct 27, 202210 y0
Luke JanderHouston, TxNov 22, 202211 y0
Nikolas Jose DaboinHouston, TxApr 24, 202411 y0
Cameron Robert CooperHouston, TxMay 16, 202410 y0
Travis Lee ZimmermanHouston, TxMar 4, 202515 y1
Neil Robert LindenHouston, Tx Aug 23, 202515 y0
Steven B SiglochHouston, TxNov 3, 202511 y0
Kamela Ophelic Mechthilde ScarbeckHouston, TxJan 27, 202610 y0
Jacob Wayne LewisHouston, TxMay 14, 202610 y0
Patrick G MurphyHouston, TxMay 18, 202611 y0
Jackson RoweHouston, TxJul 17, 202610 y0
Advisor movement
5 left, 1 joined in 12 months
net -4 in 12 months0 left in 90 days0 joined in 90 days9 left over 36 months
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Houston, Tx · principal1255
    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
    11 dated events
    • Tyler M Bebault left Tip Group Llc for Edward Jones (registered 2026-04-17)
      Apr 13, 2026 · Advisor changed firm · fact
    • Dylan Walther left Tip Group Llc for Manske Wealth Management, Llc (registered 2026-02-24)
      Mar 18, 2026 · Advisor changed firm · fact
    • Duane William Wagner left Tip Group Llc for Ae Wealth Management, Llc (registered 2026-07-10)
      Feb 20, 2026 · Advisor changed firm · fact
    • Nicholas Peter Honsberg left Tip Group Llc for Cetera Investment Advisers Llc (registered 2026-09-02)
      Feb 18, 2026 · Advisor changed firm · fact
    • David Michael Lee left Tip Group Llc for Foundations Investment Advisors Llc (registered 2026-01-20)
      Nov 6, 2025 · Advisor changed firm · fact
    • Sarah Houston Ziese left Tip Group Llc for Ae Wealth Management, Llc (registered 2026-07-09)
      Jun 11, 2025 · Advisor changed firm · fact
    • Ryan J Morehead left Tip Group Llc for Ae Wealth Management, Llc (registered 2026-07-13)
      Dec 3, 2024 · Advisor changed firm · fact
    • Autumn Valore left Tip Group Llc for Guardian Wealth Partners, Llc (registered 2025-03-07)
      Aug 21, 2024 · Advisor changed firm · fact
    • Michael Tyler Valore left Tip Group Llc for Guardian Wealth Partners, Llc (registered 2024-10-29)
      Mar 15, 2024 · Advisor changed firm · fact
    • Frank Holder left Tip Group Llc for Allstate Financial Advisors, Llc (registered 2022-12-08)
      Dec 5, 2022 · Advisor changed firm · fact
    • 4 advisors left ON Investment Management CO (Houston, TX) for Tip Group LLC on the same day
      Jun 15, 2022 · Team lift-out · derived
    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
    Firm profile
    linkedin.com/company/fitzgrp/mycompany/verification/?viewAsMreportedpublic record, Form ADV, Sep 17, 2026
    Website
    fitzgrp.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    713-969-4500reportedpublic record, Form ADV, Sep 7, 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
    STATE REGISTEREDderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026