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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Former SEC-registered adviser
T••••••••• C•••••• P•••••••
Legal name T••••••••• C•••••• P•••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Nov 26, 2025 · 4 filings
SEC status 120-day approval since Nov 24, 2025
RAUM
$54.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$54.6M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$18.2M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$54.6M as of Apr 30, 2026
Nov 26, 2025$0 then
HNW client RAUM$46.6M as of Apr 30, 2026
Mar 29, 2026$46.6M then
State-registered IARs (5.B.3)3 as of Apr 30, 2026
Nov 26, 20250 then
Employees (5.A)3 as of Apr 30, 2026
Nov 26, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
- RAUM per advisor
- $18.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $317,323derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 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, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $7.6MreportedItem 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
- High-net-worth individuals$46.6M85%
- Individuals$8.0M15%
- Individual clients
- 51reported
- HNW clients
- 20reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 172reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• A•••••••• C••••••• | Newport Beach, Ca | Jan 9, 2026 | 12 y | 3 |
| A•••••• A•••• M•••••• L••• | Newport Beach, Ca | Jan 9, 2026 | 11 y | 2 |
| D••••• P•••••• C••••••• | Newport Beach, Ca | Mar 17, 2026 | 42 y | 2 |
Advisor movement
0 left, 3 joined in 12 months
net +3 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
- D••••• P•••••• C••••••• from M••••• S••••••Mar 17, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- D•••• A•••••••• C••••••• from B••••• P••••• A•••••••• L••Jan 9, 2026 · RIA to a newly registered adviser
- A•••••• A•••• M•••••• L••• from U•• F•••••••• S••••••• I•••Jan 9, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
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 |
|---|---|---|---|---|---|
| Newport Beach, Ca · principal | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory activities · 4 to 5Mar 29, 2026 to Apr 30, 2026
- Accounts · 0 to 172Feb 18, 2026 to Mar 29, 2026
- Advisory activities · 1 to 4Feb 18, 2026 to Mar 29, 2026
- HNW clients · unset to 20.0Feb 18, 2026 to Mar 29, 2026
- Individual clients · unset to 51.0Feb 18, 2026 to Mar 29, 2026
- Financial planning clients · 0 to 11-25Feb 18, 2026 to Mar 29, 2026
- State-registered IARs · 0 to 3Feb 18, 2026 to Mar 29, 2026
- Discretionary RAUM · $0 to $54.6MFeb 18, 2026 to Mar 29, 2026
- HNW RAUM · unset to 46622132.0Feb 18, 2026 to Mar 29, 2026
- Individual RAUM · unset to 7957492.0Feb 18, 2026 to Mar 29, 2026
- RAUM · $0 to $54.6MFeb 18, 2026 to Mar 29, 2026
- Wrap assets (manager) · unset to 0.0Feb 18, 2026 to Mar 29, 2026
- Wrap assets (sponsor) · unset to 0.0Feb 18, 2026 to Mar 29, 2026
- Advisory employees · 2 to 3Nov 26, 2025 to Feb 18, 2026
- Employees · 2 to 3Nov 26, 2025 to Feb 18, 2026
- Other offices · 0 to 1Nov 26, 2025 to Feb 18, 2026
Signals
1 dated events
- T••••••••• C•••••• P••••••• no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $54.6M)Jun 1, 2026 · Left the SEC roster · 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
- Website
- twenty-fivecapital.comreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $18.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026