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
M•• H••• C••••••• L••
Latest filing Feb 25, 2026
First filing on the tape Jul 1, 2024 · 10 filings
SEC status approved since Jul 31, 2024
RAUM
$549M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
85%
$464M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$183M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$549M as of Feb 25, 2026
Feb 4, 2025$381M then
HNW client RAUM$457M as of Feb 25, 2026
Feb 4, 2025$370M then
State-registered IARs (5.B.3)3 as of Feb 25, 2026
Feb 4, 20252 then
Employees (5.A)3 as of Feb 25, 2026
Feb 4, 20252 then
Private funds: no history
RAUM +44% over the last fiscal yearIARs 2 to 3offices 1 to 2
Practice profile
derived from the filing of Feb 25, 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
- RAUM per advisor
- $183MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 38derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.8MderivedHNW RAUM over HNW clients
- Average account
- $974,426derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +40%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $54.7M, 24 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$457M83%
- Corporations and businesses$84.2M15%
- Individuals$7.3M1.3%
- Individual clients
- 34reported
- HNW clients
- 79reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 563reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $54.7M for 24 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.85 fund_share=0.0 institutional_share=0.0 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 |
|---|---|---|---|---|
| S••• D•••• C•••••Certified Financial Planner, Chartered Financial Consultant | Brookline, Ma | Aug 6, 2024 | 11 y | 3 |
| R••••• E••••• D•••••••••Certified Financial Planner | Cohasset, Ma | Aug 13, 2024 | 11 y | 3 |
| C•••••••• A•••• G•••••Certified Financial Planner | Cohasset, Ma | Apr 1, 2025 | 10 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••••••• A•••• G••••• from S••••• P•••• P•••••••Apr 1, 2025 · RIA to RIA
- R••••• E••••• D••••••••• from D••••••Aug 13, 2024 · RIA to a newly registered adviser
- S••• D•••• C••••• from D••••••Aug 6, 2024 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• S•••• D•••• · Managing Member / Co-Founder And Wealth Advisorcontrolsince 08/2023 · owns 50% to 75%
- D••••••••• R•••••• E••••• · Managing Member / Co-Founder And Wealth Advisor / Chief Compliance Officercontrolsince 08/2023 · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Cohasset, Ma · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- wealth to institutional shiftCombination · filing Feb 25, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $380,741,886 to $548,601,789, advisors 2 to 3, private clients 81 to 113, offices 1 to 2 (2025-04-08 to 2026-02-25)peers: independent wealth managers, $500M to $1B (1,482)
- client mix shiftChange between filings · filing Feb 25, 2026private-client share of RAUM moved from 100.0% to 85.0% between the annual amendments of 2025-04-08 and 2026-02-25peers: independent wealth managers, $500M to $1B (1,482)
- RAUM up 25 %Change between filings · filing Feb 25, 2026RAUM (Item 5.F) moved from $380,741,886 to $548,601,789 (+44.0%) between the annual amendments of 2025-04-08 and 2026-02-25; the peer median change was +16.0% (1385 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,385) · 92% percentile
- institutional asset share shiftChange between filings · filing Feb 25, 2026institutional share of RAUM moved from 0.0% to 15.0% between the annual amendments of 2025-04-08 and 2026-02-25peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 467 to 563Aug 5, 2025 to Feb 25, 2026
- HNW clients · 59 to 79Aug 5, 2025 to Feb 25, 2026
- Individual clients · 22 to 34Aug 5, 2025 to Feb 25, 2026
- Assets in custody · $132M to $54.7MAug 5, 2025 to Feb 25, 2026
- Discretionary RAUM · $377M to $547MAug 5, 2025 to Feb 25, 2026
- HNW RAUM · $370M to $457MAug 5, 2025 to Feb 25, 2026
- Individual RAUM · $11.0M to $7.3MAug 5, 2025 to Feb 25, 2026
- Non-discretionary RAUM · $4.0M to $2.0MAug 5, 2025 to Feb 25, 2026
- RAUM · $381M to $549MAug 5, 2025 to Feb 25, 2026
- Financial planning clients · 0 to 0Jun 23, 2025 to Aug 5, 2025
- Advisory employees · 2 to 3Apr 8, 2025 to Jun 23, 2025
- Advisory activities · 2 to 3Apr 8, 2025 to Jun 23, 2025
- Employees · 2 to 3Apr 8, 2025 to Jun 23, 2025
- State-registered IARs · 2 to 3Apr 8, 2025 to Jun 23, 2025
- Other offices · 1 to 2Apr 8, 2025 to Jun 23, 2025
- Accounts · 436 to 467Dec 2, 2024 to Feb 4, 2025
- HNW clients · 71 to 59Dec 2, 2024 to Feb 4, 2025
- Individual clients · 19 to 22Dec 2, 2024 to Feb 4, 2025
- Assets in custody · unset to 132445565.0Dec 2, 2024 to Feb 4, 2025
- Custody of client assets · false to trueDec 2, 2024 to Feb 4, 2025
- Discretionary RAUM · $342M to $377MDec 2, 2024 to Feb 4, 2025
- HNW RAUM · $350M to $370MDec 2, 2024 to Feb 4, 2025
- Individual RAUM · $4.5M to $11.0MDec 2, 2024 to Feb 4, 2025
- Non-discretionary RAUM · $12.7M to $4.0MDec 2, 2024 to Feb 4, 2025
- RAUM · $355M to $381MDec 2, 2024 to Feb 4, 2025
- Related insurance company · true to falseDec 2, 2024 to Feb 4, 2025
- Accounts · 0 to 436Oct 23, 2024 to Nov 13, 2024
- HNW clients · unset to 71.0Oct 23, 2024 to Nov 13, 2024
- Individual clients · unset to 19.0Oct 23, 2024 to Nov 13, 2024
- Discretionary RAUM · $0 to $342MOct 23, 2024 to Nov 13, 2024
- HNW RAUM · unset to 350158905.0Oct 23, 2024 to Nov 13, 2024
- Individual RAUM · unset to 4486678.0Oct 23, 2024 to Nov 13, 2024
- Non-discretionary RAUM · $0 to $12.7MOct 23, 2024 to Nov 13, 2024
- RAUM · $0 to $355MOct 23, 2024 to Nov 13, 2024
Signals
3 dated events
- M•• H••• C••••••• L•• reported RAUM $548.6M, up 44% from $380.7M (2025-08-05 to 2026-02-25)Feb 25, 2026 · RAUM change · derived
- 2 advisors left D•••••• (Phoenix, AZ) for M•• H••• C••••••• L•• on the same dayNov 22, 2024 · Team lift-out · derived
- M•• H••• C••••••• L•• filed its initial SEC registration (Form ADV)Jul 1, 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/may-hill-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- mayhillwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 781-454-6641reportedpublic record, Form ADV, Feb 25, 2026
- Team page
- mayhillwealth.com/biosreportedpublished 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
- $183Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026