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
B•••••• W••• T••••• P••••••••• I•••
Latest filing Apr 30, 2026
First filing on the tape Jul 26, 2023 · 5 filings
SEC status approved since Aug 25, 2023
RAUM
$19.6M
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
10
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$19.6M as of Apr 30, 2026
Jan 19, 2024$3.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Jan 19, 20240 then
Employees (5.A)10 as of Apr 30, 2026
Jan 19, 202410 then
Private funds: no history
RAUM +49% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 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
- $19.6MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +49%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$19.6M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- N••••• J•••••• M•••••• · Chief Operating Officer & Chief Financial Officercontrolsince 08/2020 · owns less than 5%
- W•••• B••••••• D•••• · Chief Executive Officer & Chief Investment Officercontrolsince 07/2023 · owns less than 5%
- W•••• B••••••• D•••• · Chairman And Ceocontrolsince 08/2020 · owns F of 1• P••••• A••••• C•••••••••
- C•••• R••••••• L••••• · Chief Compliance Officersince 01/2024 · owns less than 5%
Entity owners
- 1• P••••• A••••• C••••••••• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $13.2M to $19.6MMar 31, 2025 to Apr 30, 2026
- RAUM · $13.2M to $19.6MMar 31, 2025 to Apr 30, 2026
- Financial planning clients · unset to Jan 19, 2024 to Mar 31, 2025
- HQ state · unset to Jan 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $0 to $13.2MJan 19, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $3.6M to $0Jan 19, 2024 to Mar 31, 2025
- RAUM · $3.6M to $13.2MJan 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.0M to $0Nov 11, 2023 to Jan 19, 2024
- Non-discretionary RAUM · $0 to $3.6MNov 11, 2023 to Jan 19, 2024
- RAUM · $1.0M to $3.6MNov 11, 2023 to Jan 19, 2024
- Accounts · 0 to 1Jul 26, 2023 to Nov 11, 2023
- Discretionary RAUM · $0 to $1.0MJul 26, 2023 to Nov 11, 2023
- RAUM · $0 to $1.0MJul 26, 2023 to Nov 11, 2023
Signals
1 dated events
- B•••••• W••• T••••• P••••••••• I••• filed its initial SEC registration (Form ADV)Jul 26, 2023 · 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
- Firm profile
- linkedin.com/company/brendan-wood-internationalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 416-924-8110reportedpublic record, Form ADV, Apr 30, 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