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.
SEC-registered adviser
Webs Investments Inc.
Latest filing Apr 23, 2026
First filing on the tape Sep 19, 2024 · 5 filings
SEC status approved since Oct 18, 2024
RAUM
$10.0M
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
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$10.0M as of Apr 23, 2026
Feb 11, 2025$4.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 23, 2026
Feb 11, 20250 then
Employees (5.A)5 as of Apr 23, 2026
Feb 11, 20254 then
Private funds: no history
RAUM +115% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 23, 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
- $769,761derivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +115%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$10.0M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- 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=3.0derived
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
- Thomas Benjamin Fulton · Founder, Chief Executive Officer, President, Secretarycontrolsince 09/2024 · owns 75% or more
- Jay Kevin Rich · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
Related persons
Schedule D 7.A
- Axs Investments LLCinvestment adviserbanknRAUM $3.0B
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2 to 13Feb 11, 2025 to Feb 19, 2026
- Employees · 4 to 5Feb 11, 2025 to Feb 19, 2026
- Discretionary RAUM · $4.7M to $10.0MFeb 11, 2025 to Feb 19, 2026
- RAUM · $4.7M to $10.0MFeb 11, 2025 to Feb 19, 2026
- Accounts · 0 to 2Nov 19, 2024 to Feb 11, 2025
- BD registered reps · 1 to 3Nov 19, 2024 to Feb 11, 2025
- Financial planning clients · unset to Nov 19, 2024 to Feb 11, 2025
- HQ city · unset to Nov 19, 2024 to Feb 11, 2025
- HQ state · unset to Nov 19, 2024 to Feb 11, 2025
- Discretionary RAUM · $0 to $4.7MNov 19, 2024 to Feb 11, 2025
- RAUM · $0 to $4.7MNov 19, 2024 to Feb 11, 2025
- Related adviser · true to falseNov 19, 2024 to Feb 11, 2025
- Related bank · true to falseNov 19, 2024 to Feb 11, 2025
Signals
1 dated events
- Webs Investments Inc. filed its initial SEC registration (Form ADV)Sep 19, 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/webs-investments-inc/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- websinv.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-630-235-1507reportedpublic record, Form ADV, Apr 23, 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