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•••••••••
Legal name B•••••• V••••••• L•••
Latest filing May 18, 2026
First filing on the tape Apr 23, 2025 · 5 filings
SEC status approved since May 13, 2025
RAUM
$52,430
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$52,430 individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$6,554
derived; firm RAUM over IAPD count
Employees
26
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$52,430 as of May 18, 2026
Apr 23, 2025$0 then
HNW client RAUM$0 as of Sep 9, 2025
Apr 23, 2025$0 then
State-registered IARs (5.B.3)6 as of May 18, 2026
Apr 23, 20255 then
Employees (5.A)26 as of May 18, 2026
Apr 23, 20257 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 5 to 6
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
- RAUM per advisor
- $6,554derivedRAUM 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
- $8,738derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.3derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $52,430reportedItem 5.I
- 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
- Individuals$52,430100%
- Individual clients
- 6reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=10.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
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
- C••••••••• H••••••••• M•••••• A•••• · Director Of Human Resourcescontrolsince 03/2024 · owns less than 5%
- F•••••••• J••••• A•••••• · Operations Directorcontrolsince 04/2024 · owns less than 5%
- G••••• N••••••• · Director Of It And Chief Operating Officercontrolsince 03/2024 · owns less than 5%
- H••••••••• J••••• R••• · Chief Financial Officercontrolsince 03/2024 · owns less than 5%
- H••••• R•••••• F•••••••• A••••• · Director Of Quality Controlcontrolsince 04/2026 · owns less than 5%
- O•••••••• M••••• · Director Of Compliancecontrolsince 05/2026 · owns less than 5%
- R••••••••• J•••• R•••• · Chief Executive Officercontrolsince 03/2024 · owns less than 5%
- S•••••• H••••••••• J•••••• · Chief Investment Officercontrolsince 05/2026 · owns less than 5%
- U•••••• F•••••••• I•••• D•••• · Chief Aml Officercontrolsince 07/2024 · owns less than 5%
- V••••••••• J•••• F••••••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
Entity owners
- B•••••• S••••••••• H••••••• · Sole Shareholder Ofdirect · owns 75% or more
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 |
|---|---|---|---|---|---|
| Houston, Tx · principal | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 6Sep 9, 2025 to Mar 24, 2026
- BD registered reps · 9 to 10Sep 9, 2025 to Mar 24, 2026
- Individual clients · unset to 6.0Sep 9, 2025 to Mar 24, 2026
- Employees · 20 to 26Sep 9, 2025 to Mar 24, 2026
- Discretionary RAUM · $0 to $52,430Sep 9, 2025 to Mar 24, 2026
- HNW RAUM · 0.0 to unsetSep 9, 2025 to Mar 24, 2026
- Individual RAUM · $0 to $52,430Sep 9, 2025 to Mar 24, 2026
- Pension RAUM · 0.0 to unsetSep 9, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · 0.0 to unsetSep 9, 2025 to Mar 24, 2026
- RAUM · $0 to $52,430Sep 9, 2025 to Mar 24, 2026
- Advisory employees · 2 to 4Apr 23, 2025 to Sep 9, 2025
- BD registered reps · 5 to 9Apr 23, 2025 to Sep 9, 2025
- Employees · 7 to 20Apr 23, 2025 to Sep 9, 2025
- Insurance-licensed employees · 0 to 6Apr 23, 2025 to Sep 9, 2025
- State-registered IARs · 5 to 6Apr 23, 2025 to Sep 9, 2025
Signals
No event on the tape.
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
- Business phone
- 713-980-4690reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/binvesting-usreportedpublic record, Form ADV, Sep 18, 2026
- Website
- binvesting.usreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-980-4690reportedpublic record, Form ADV, May 18, 2026
- Contact form
- binvesting.us/contactreportedpublished by the firm, firm site, Sep 17, 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
- $6,554derivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026