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.
Former SEC-registered adviser
Questmont Virtual Family Office, LLC
Latest filing Mar 31, 2026
First filing on the tape Apr 9, 2025 · 3 filings
SEC status approved since Apr 4, 2025
RAUM
$436M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
95%
$414M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$436M as of Mar 31, 2026
Apr 9, 2025$0 then
HNW client RAUM$401M as of Mar 31, 2026
Jul 11, 2025$274M then
State-registered IARs (5.B.3)4 as of Mar 31, 2026
Apr 9, 20254 then
Employees (5.A)9 as of Mar 31, 2026
Apr 9, 20258 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $109MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $734,642derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 4.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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 assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $436M, 151 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$401M92%
- Pension and profit-sharing plans$18.9M4.3%
- Individuals$13.7M3.1%
- Charitable organizations$1.3M0.3%
- Insurance companies$1.1M0.2%
- Individual clients
- 15reported
- HNW clients
- 128reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 593reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $436M for 151 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
- Sonya Richelle Ranker to Integrated Wealth Concepts LLCMay 14, 2026 · RIA to RIA
- William Joseph Tison to Integrated Wealth Concepts LLCMay 14, 2026 · RIA to RIA
- Taylor Keith Ranker to Integrated Wealth Concepts LLCMay 14, 2026 · RIA to RIA
Joined, latest
- William Joseph Tison from Kestra Advisory Services, LLCApr 16, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Sonya Richelle Ranker from Kestra Advisory Services, LLCApr 11, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
- Taylor Keith Ranker from Kestra Advisory Services, LLCApr 11, 2025 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Integrated Wealth Concepts LLCMay 14, 2026 · Tampa, Fl · Firm absorbed
- 2 joined from Kestra Advisory Services, LLCJun 2, 2025 · Tampa, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
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 |
|---|---|---|---|---|---|
| Tampa, Fl · principal | 0 | 0 | 3 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 435 to 593Jul 11, 2025 to Mar 31, 2026
- BD registered reps · 4 to 2Jul 11, 2025 to Mar 31, 2026
- HNW clients · 120 to 128Jul 11, 2025 to Mar 31, 2026
- Individual clients · 9 to 15Jul 11, 2025 to Mar 31, 2026
- Pension plan clients · 6 to 5Jul 11, 2025 to Mar 31, 2026
- Assets in custody · $0 to $436MJul 11, 2025 to Mar 31, 2026
- Employees · 8 to 9Jul 11, 2025 to Mar 31, 2026
- Discretionary RAUM · $295M to $389MJul 11, 2025 to Mar 31, 2026
- HNW RAUM · $274M to $401MJul 11, 2025 to Mar 31, 2026
- Individual RAUM · $20.0M to $13.7MJul 11, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $15.5M to $46.5MJul 11, 2025 to Mar 31, 2026
- Pension RAUM · $15.5M to $18.9MJul 11, 2025 to Mar 31, 2026
- RAUM · $311M to $436MJul 11, 2025 to Mar 31, 2026
- Accounts · 0 to 435Apr 9, 2025 to Jul 11, 2025
- Advisory activities · 4 to 5Apr 9, 2025 to Jul 11, 2025
- HNW clients · unset to 120.0Apr 9, 2025 to Jul 11, 2025
- Individual clients · unset to 9.0Apr 9, 2025 to Jul 11, 2025
- Pension plan clients · unset to 6.0Apr 9, 2025 to Jul 11, 2025
- Financial planning clients · 0 to 51-100Apr 9, 2025 to Jul 11, 2025
- Discretionary RAUM · $0 to $295MApr 9, 2025 to Jul 11, 2025
- HNW RAUM · unset to 273500000.0Apr 9, 2025 to Jul 11, 2025
- Individual RAUM · unset to 20000000.0Apr 9, 2025 to Jul 11, 2025
- Non-discretionary RAUM · $0 to $15.5MApr 9, 2025 to Jul 11, 2025
- Pension RAUM · unset to 15500000.0Apr 9, 2025 to Jul 11, 2025
- RAUM · $0 to $311MApr 9, 2025 to Jul 11, 2025
Signals
7 dated events
- Questmont Virtual Family Office, Llc no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $435.6M)Jun 1, 2026 · Left the SEC roster · derived
- William Joseph Tison left Questmont Virtual Family Office, Llc for Integrated Wealth Concepts Llc (registered 2026-03-25)May 14, 2026 · Advisor changed firm · fact
- Taylor Keith Ranker left Questmont Virtual Family Office, Llc for Integrated Wealth Concepts Llc (registered 2026-03-20)May 14, 2026 · Advisor changed firm · fact
- Sonya Richelle Ranker left Questmont Virtual Family Office, Llc for Integrated Wealth Concepts Llc (registered 2026-03-19)May 14, 2026 · Advisor changed firm · fact
- Questmont Virtual Family Office, LLC's advisors moved to Integrated Wealth Concepts LLC (Tampa, FL): 3 of 3 registered, on the same dayMay 14, 2026 · Firm absorbed (people side) · derived
- Questmont Virtual Family Office, Llc reported RAUM $435.6M, up 40% from $310.5M (2025-07-11 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- 2 advisors left Kestra Advisory Services, LLC (Tampa, FL) for Questmont Virtual Family Office, LLC on the same dayJun 2, 2025 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
- Questmont Virtual Family Office, LLC · Family Officesshared crd · office
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
- Former SEC-registered adviserderiveda 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