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

S•••• W••••• M•••••••••

Independent wealth managerLondon, CRD 336301SEC 801-134126websiteIAPD
Legal name S•••• A•••• M••••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Aug 12, 2025 · 3 filings
SEC status approved since Aug 12, 2025
RAUM
$774M
reported, Item 5.F
Discretionary
29%
of RAUM
Private clients
96%
$745M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$774M
derived; firm RAUM over IAPD count
Employees
17
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$774M as of Jun 30, 2026
Aug 12, 2025$586M then
HNW client RAUM$599M as of Jun 30, 2026
Aug 12, 2025$445M then
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Aug 12, 20250 then
Employees (5.A)17 as of Jun 30, 2026
Aug 12, 202516 then
Private funds: no history
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$774MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
660derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.6MderivedHNW RAUM over HNW clients
Average account
$492,311derivedRAUM over accounts (5.F.2.f)
Discretionary
29%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
17.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Financial planning clients
660reportedItem 5.H
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
  • is a trust company (6.A.8)
  • 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
  • High-net-worth individuals$599M77%
  • Individuals$146M19%
  • Corporations and businesses$29.0M3.7%
Individual clients
494reported
HNW clients
166reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,572reported
Financial planning clients
660reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
A••••• C•••• R•••Certified Financial Planner, Chartered Financial AnalystLondonOct 13, 202517 y4
Advisor movement
0 left, 1 joined in 12 months
net +1 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
    Every departureEvery arrival
    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.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 1,346 to 1,572
      Oct 13, 2025 to Jun 30, 2026
    • Corporate clients · unset to 14.0
      Oct 13, 2025 to Jun 30, 2026
    • HNW clients · 170 to 166
      Oct 13, 2025 to Jun 30, 2026
    • Individual clients · 373 to 494
      Oct 13, 2025 to Jun 30, 2026
    • Employees · 16 to 17
      Oct 13, 2025 to Jun 30, 2026
    • Discretionary RAUM · $109M to $224M
      Oct 13, 2025 to Jun 30, 2026
    • HNW RAUM · $445M to $599M
      Oct 13, 2025 to Jun 30, 2026
    • Individual RAUM · $141M to $146M
      Oct 13, 2025 to Jun 30, 2026
    • Non-discretionary RAUM · $477M to $550M
      Oct 13, 2025 to Jun 30, 2026
    • RAUM · $586M to $774M
      Oct 13, 2025 to Jun 30, 2026
    Signals
    1 dated events
    • S•••• W••••• M••••••••• reported RAUM $773.9M, up 32% from $586.2M (2025-10-13 to 2026-06-30)
      Jun 30, 2026 · RAUM change · derived
    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/satiswealthreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    44 0 203 840 9970reportedpublic record, Form ADV, Jun 30, 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
    $774Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026