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
C••••••• F••••• O•••••• L••
Latest filing Jul 16, 2026
First filing on the tape Mar 31, 2025 · 8 filings
SEC status approved since Apr 2, 2025
RAUM
$858M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
60%
$517M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$286M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$858M as of Jul 16, 2026
Mar 31, 2025$0 then
HNW client RAUM$517M as of Jul 16, 2026
Jul 31, 2025$323M then
State-registered IARs (5.B.3)3 as of Jul 16, 2026
Mar 31, 20251 then
Employees (5.A)6 as of Jul 16, 2026
Mar 31, 20252 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 1 to 3
Practice profile
derived from the filing of Jul 16, 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
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $286MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $3.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 7.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $781MreportedItem 5.I
- Custody
- $126M, 35 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)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$517M60%
- Corporations and businesses$275M32%
- Charitable organizations$66.0M7.7%
- Individual clients
- n/areported
- HNW clients
- 172reported
- Pension plan clients
- n/areported
- Charitable clients
- 6reported
- Accounts
- 260reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $126M for 35 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.6 fund_share=0.0 institutional_share=0.08 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 |
|---|---|---|---|---|
| A••••• H••••• F••••••Chartered Financial Analyst | Ada, Mi | Jun 25, 2025 | 27 y | 0 |
| S•••••• C•••• W•••••Certified Financial Planner | Ada, Mi | Jul 3, 2025 | 10 y | 0 |
| D••••• B•••• R••••• | Ada, Mi | Sep 26, 2025 | 12 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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F••••••• A•••••• H••••• · Chief Investment Officercontrolsince 01/2026 · owns 50% to 75%
- G••••• J•••••• K••• · Chief Operating Officer And Chief Compliance Officercontrolsince 01/2026 · owns 5% to 10%
- G•••••• J•••••• · Client Advisorsince 01/2026 · owns less than 5%
- R•••••• D•••••• B•••• · Investment Advisorsince 01/2026 · owns 5% to 10%
- W•••••• S••••••• C•••• · Family Office Portfolio Managersince 01/2026 · owns 5% to 10%
- Z•••••• D•••• · Trust Advisorsince 01/2026 · owns 10% to 25%
Entity owners
- R•••• D••••••••• I•• · Memberdirect · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Ada, Mi · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Jul 16, 2026RAUM per registered advisor of $285,979,909 against a peer median of $106,309,121 (1261 comparable advisers, 99.0th percentile, 3.1 robust deviations)peers: independent wealth managers, $500M to $1B (1,261) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 165 to 260Jan 21, 2026 to Mar 31, 2026
- Charity clients · unset to 6.0Jan 21, 2026 to Mar 31, 2026
- Corporate clients · 10 to 20Jan 21, 2026 to Mar 31, 2026
- HNW clients · 102 to 172Jan 21, 2026 to Mar 31, 2026
- Assets in custody · $669M to $126MJan 21, 2026 to Mar 31, 2026
- Financial planning clients · 0 to 1-10Jan 21, 2026 to Mar 31, 2026
- State-registered IARs · 2 to 3Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $669M to $781MJan 21, 2026 to Mar 31, 2026
- HNW RAUM · $323M to $517MJan 21, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $76.8MJan 21, 2026 to Mar 31, 2026
- RAUM · $669M to $858MJan 21, 2026 to Mar 31, 2026
- Wrap assets (manager) · unset to 0.0Aug 15, 2025 to Dec 26, 2025
- Wrap assets (sponsor) · unset to 0.0Aug 15, 2025 to Dec 26, 2025
- Financial planning clients · 0 to 0Jul 31, 2025 to Aug 15, 2025
- Accounts · 0 to 165May 20, 2025 to Jul 31, 2025
- Advisory activities · 2 to 4May 20, 2025 to Jul 31, 2025
- Corporate clients · unset to 10.0May 20, 2025 to Jul 31, 2025
- HNW clients · unset to 102.0May 20, 2025 to Jul 31, 2025
- Assets in custody · unset to 668824000.0May 20, 2025 to Jul 31, 2025
- Custody of client assets · false to trueMay 20, 2025 to Jul 31, 2025
- State-registered IARs · 3 to 2May 20, 2025 to Jul 31, 2025
- Discretionary RAUM · $0 to $669MMay 20, 2025 to Jul 31, 2025
- HNW RAUM · unset to 323477000.0May 20, 2025 to Jul 31, 2025
- RAUM · $0 to $669MMay 20, 2025 to Jul 31, 2025
- Advisory employees · 1 to 3Mar 31, 2025 to May 20, 2025
- Employees · 2 to 6Mar 31, 2025 to May 20, 2025
- Insurance-licensed employees · 1 to 0Mar 31, 2025 to May 20, 2025
- HQ city · FRUITPORT to ADAMar 31, 2025 to May 20, 2025
- State-registered IARs · 1 to 3Mar 31, 2025 to May 20, 2025
Signals
1 dated events
- C••••••• F••••• O•••••• L•• reported RAUM $857.9M, up 28% from $668.8M (2026-01-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C••••••• F••••• O•••••• L•• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business email
- i•••@c•••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 616-330-2270reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/cambient-family-officereportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (616) 330-2270reportedpublic record, Form ADV, Jul 16, 2026
- Team page
- c•••••••.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
- $286Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026