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
A••••• I••••••••• M••••••••• L••
Latest filing Feb 18, 2026
First filing on the tape Aug 4, 2022 · 11 filings
SEC status approved since Sep 12, 2022
RAUM
$456M
reported, Item 5.F
Discretionary
37%
of RAUM
Private clients
54%
$247M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$152M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$456M as of Feb 18, 2026
Feb 27, 2023$303M then
HNW client RAUM$238M as of Feb 18, 2026
Feb 27, 2023$168M then
State-registered IARs (5.B.3)2 as of Feb 18, 2026
Feb 27, 20232 then
Employees (5.A)2 as of Feb 18, 2026
Feb 27, 20234 then
Private funds: no history
RAUM +8.8% over the last fiscal year+15% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $152MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 11derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $14.9MderivedHNW RAUM over HNW clients
- Average account
- $5.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 37%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Custody
- $163M, 15 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$238M52%
- Corporations and businesses$158M35%
- Charitable organizations$52.3M11%
- Individuals$8.4M1.8%
- Individual clients
- 16reported
- HNW clients
- 16reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 85reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $163M for 15 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.54 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T•••••• S••• D•••••••Chartered Financial Analyst | Atlanta, Ga | Sep 15, 2022 | 15 y | 1 |
| M•••••• D••••• R••••Chartered Financial Analyst | Atlanta, Ga | Sep 19, 2022 | 25 y | 2 |
| J••••• A• H•••••Chartered Financial Analyst | Atlanta, Ga | Feb 5, 2026 | 11 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
- M•••••• D••••• R•••• from W••••••• W••••• C•••••• L••Sep 19, 2022 · Other
- T•••••• S••• D••••••• from W••••••• W••••• C•••••• L••Sep 15, 2022 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R••••• M••••••• D••••• · Ccocontrolsince 09/2022 · owns less than 5%
- R••••• D••••• B•••• · Ownercontrolsince 04/2010 · owns 50% to 75% of M•• I••••••••• H•••••••• I•••
- R••••• M••••••• D••••• · Ownercontrolsince 04/2010 · owns 50% to 75% of M•• I••••••••• H•••••••• I•••
Entity owners
- M•• I••••••••• H•••••••• I••• · Ownerdirect · owns 75% or more
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 |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Feb 18, 2026RAUM per account of $5,369,693 against a peer median of $439,994 (5433 comparable advisers, 100.0th percentile, 3.3 robust deviations)peers: independent wealth managers, $100M to $500M (5,433) · 100% percentile
- very high RAUM per advisorStatic outlier · filing Feb 18, 2026RAUM per registered advisor of $152,141,315 against a peer median of $55,746,441 (3254 comparable advisers, 99.0th percentile, 3.4 robust deviations)peers: independent wealth managers, $100M to $500M (3,254) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 72 to 85Apr 9, 2025 to Feb 18, 2026
- HNW clients · 14 to 16Apr 9, 2025 to Feb 18, 2026
- Individual clients · 15 to 16Apr 9, 2025 to Feb 18, 2026
- Assets in custody · $148M to $163MApr 9, 2025 to Feb 18, 2026
- Discretionary RAUM · $151M to $167MApr 9, 2025 to Feb 18, 2026
- HNW RAUM · $226M to $238MApr 9, 2025 to Feb 18, 2026
- Individual RAUM · $7.5M to $8.4MApr 9, 2025 to Feb 18, 2026
- Non-discretionary RAUM · $268M to $290MApr 9, 2025 to Feb 18, 2026
- RAUM · $420M to $456MApr 9, 2025 to Feb 18, 2026
- Accounts · 59 to 72Mar 6, 2024 to Apr 9, 2025
- Individual clients · 10 to 15Mar 6, 2024 to Apr 9, 2025
- Assets in custody · $136M to $148MMar 6, 2024 to Apr 9, 2025
- Financial planning clients · unset to Mar 6, 2024 to Apr 9, 2025
- Discretionary RAUM · $131M to $151MMar 6, 2024 to Apr 9, 2025
- HNW RAUM · $197M to $226MMar 6, 2024 to Apr 9, 2025
- Individual RAUM · $3.5M to $7.5MMar 6, 2024 to Apr 9, 2025
- Non-discretionary RAUM · $233M to $268MMar 6, 2024 to Apr 9, 2025
- RAUM · $364M to $420MMar 6, 2024 to Apr 9, 2025
- Accounts · 49 to 59Jun 27, 2023 to Mar 6, 2024
- HNW clients · 12 to 14Jun 27, 2023 to Mar 6, 2024
- Individual clients · 7 to 10Jun 27, 2023 to Mar 6, 2024
- Assets in custody · unset to 136353947.0Jun 27, 2023 to Mar 6, 2024
- Custody of client assets · false to trueJun 27, 2023 to Mar 6, 2024
- Employees · 4 to 2Jun 27, 2023 to Mar 6, 2024
- Insurance-licensed employees · 2 to 0Jun 27, 2023 to Mar 6, 2024
- Discretionary RAUM · $110M to $131MJun 27, 2023 to Mar 6, 2024
- HNW RAUM · $168M to $197MJun 27, 2023 to Mar 6, 2024
- Individual RAUM · $3.1M to $3.5MJun 27, 2023 to Mar 6, 2024
- Non-discretionary RAUM · $192M to $233MJun 27, 2023 to Mar 6, 2024
- RAUM · $303M to $364MJun 27, 2023 to Mar 6, 2024
- Individual clients · 4 to 7Jan 17, 2023 to Feb 27, 2023
- Accounts · 0 to 49Jan 4, 2023 to Jan 17, 2023
- HNW clients · unset to 12.0Jan 4, 2023 to Jan 17, 2023
- Individual clients · unset to 4.0Jan 4, 2023 to Jan 17, 2023
- Discretionary RAUM · $0 to $110MJan 4, 2023 to Jan 17, 2023
- HNW RAUM · unset to 167800000.0Jan 4, 2023 to Jan 17, 2023
- Individual RAUM · unset to 3100000.0Jan 4, 2023 to Jan 17, 2023
- Non-discretionary RAUM · $0 to $192MJan 4, 2023 to Jan 17, 2023
- RAUM · $0 to $303MJan 4, 2023 to Jan 17, 2023
Signals
2 dated events
- Bunde Debra Reams (Owner) appeared on Schedule A of A••••• I••••••••• M••••••••• L••May 10, 2023 · Control person joined · fact
- A••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 4, 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
- j••••••••@a•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Website
- A•••••CAPITAL-LLC.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (678) 429-4949reportedpublic record, Form ADV, Feb 18, 2026
- Contact form
- a•••••••••.comreportedpublished by the firm, firm site, Sep 15, 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
- $152Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026