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

Beckett Clark Private Wealth, LLC

Former SEC-registered adviserBethesda, MarylandCRD 338806SEC 801-134685websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Nov 20, 2025 · 4 filings
SEC status 120-day approval since Nov 19, 2025
RAUM
$28.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
88%
$25.2M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$28.6M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$28.6M as of Mar 27, 2026
Nov 20, 2025$0 then
HNW client RAUM$22.4M as of Mar 27, 2026
Jan 28, 2026$22.4M then
State-registered IARs (5.B.3)1 as of Mar 27, 2026
Nov 20, 20251 then
Employees (5.A)2 as of Mar 27, 2026
Nov 20, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
RAUM per advisor
$28.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
14derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.5MderivedHNW RAUM over HNW clients
Average account
$427,403derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 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
portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Custody
$25.2M, 1 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$22.4M78%
  • Pension and profit-sharing plans$3.4M12%
  • Individuals$2.8M9.9%
Individual clients
9reported
HNW clients
5reported
Pension plan clients
2reported
Charitable clients
n/areported
Accounts
67reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$25.2M for 1 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Koby Das ClarkBethesda, MdNov 19, 202510 y1
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
    Joined, latest
    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
    • Assets in custody · unset to 25223903.0
      Jan 28, 2026 to Mar 27, 2026
    • Custody of client assets · false to true
      Jan 28, 2026 to Mar 27, 2026
    • Accounts · 0 to 67
      Dec 10, 2025 to Jan 28, 2026
    • HNW clients · unset to 5.0
      Dec 10, 2025 to Jan 28, 2026
    • Individual clients · unset to 9.0
      Dec 10, 2025 to Jan 28, 2026
    • Pension plan clients · unset to 2.0
      Dec 10, 2025 to Jan 28, 2026
    • Discretionary RAUM · $0 to $28.6M
      Dec 10, 2025 to Jan 28, 2026
    • HNW RAUM · unset to 22352586.0
      Dec 10, 2025 to Jan 28, 2026
    • Individual RAUM · unset to 2841995.0
      Dec 10, 2025 to Jan 28, 2026
    • Pension RAUM · unset to 3441419.0
      Dec 10, 2025 to Jan 28, 2026
    • RAUM · $0 to $28.6M
      Dec 10, 2025 to Jan 28, 2026
    Signals
    1 dated events
    • Beckett Clark Private Wealth, Llc no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $28.6M)
      May 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
    bcprivatewealth.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
    $28.6Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026