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

E••• H••• L••

Asset manager (funds and pooled vehicles)Oklahoma City, OklahomaCRD 329728SEC 801-129721websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Feb 20, 2024 · 7 filings
SEC status approved since Mar 21, 2024
RAUM
$55.9M
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
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$55.9M as of Mar 30, 2026
Jan 29, 2025$52.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Jan 29, 20251 then
Employees (5.A)2 as of Mar 30, 2026
Jan 29, 20251 then
Private funds: no history
RAUM +6.3% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$55.9MderivedRAUM 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
$55.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+6.3%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 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
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$55.9M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
0reported
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • J••••••• S•••••• N••••• · Chief Executive Officer And Chief Compliance Officercontrol
        since 02/2024 · owns 75% or more
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Employees · 1 to 2
        Oct 22, 2025 to Mar 30, 2026
      • Insurance-licensed employees · 0 to 1
        Oct 22, 2025 to Mar 30, 2026
      • Discretionary RAUM · $52.5M to $55.9M
        Oct 22, 2025 to Mar 30, 2026
      • RAUM · $52.5M to $55.9M
        Oct 22, 2025 to Mar 30, 2026
      • Financial planning clients · 0 to 0
        Apr 7, 2025 to Oct 22, 2025
      • State-registered IARs · 0 to 1
        May 30, 2024 to Jan 29, 2025
      • Discretionary RAUM · $47.8M to $52.5M
        May 30, 2024 to Jan 29, 2025
      • RAUM · $47.8M to $52.5M
        May 30, 2024 to Jan 29, 2025
      • Accounts · 0 to 1
        Mar 13, 2024 to May 30, 2024
      • Discretionary RAUM · $0 to $47.8M
        Mar 13, 2024 to May 30, 2024
      • RAUM · $0 to $47.8M
        Mar 13, 2024 to May 30, 2024
      Signals
      1 dated events
      • E••• H••• L•• filed its initial SEC registration (Form ADV)
        Feb 20, 2024 · 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/evenherdreportedpublic record, Form ADV, Sep 18, 2026
      Website
      evenherd.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      405-939-6339reportedpublic record, Form ADV, Mar 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