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.

SEC-registered adviser

Thirteen Twenty-Two Advisors

Independent wealth managerFort Worth, TexasCRD 339326SEC 801-135085websiteIAPD
Legal name Thirteen Twenty-Two Advisors, LLC
Latest filing Sep 2, 2026
First filing on the tape Dec 3, 2025 · 5 filings
SEC status approved since Jan 5, 2026
RAUM
$163M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
87%
$142M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$23.4M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$163M as of Aug 11, 2026
Dec 3, 2025$0 then
HNW client RAUM$43.2M as of Aug 11, 2026
May 7, 2026$43.2M then
State-registered IARs (5.B.3)7 as of Aug 11, 2026
Dec 3, 20256 then
Employees (5.A)7 as of Aug 11, 2026
Dec 3, 20256 then
Private funds: no history
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$23.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
55derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$220,042derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
2.3derived3 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 individuals, pension consulting, selection of other advisersreportedItem 5.G
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$98.6M60%
  • High-net-worth individuals$43.2M26%
  • Pension and profit-sharing plans$21.5M13%
  • Charitable organizations$250,0000.2%
Individual clients
355reported
HNW clients
27reported
Pension plan clients
14reported
Charitable clients
2reported
Accounts
743reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.87 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jonathan Christian BridgesCertified Financial PlannerFt. Worth, Tx Jun 29, 201220 y1
Kelly L. FrancisChartered Financial ConsultantEnnis, Tx Jun 12, 201520 y1
Joseph Aaron BrownbackCertified Financial Planner, Chartered Financial AnalystFort Worth, Tx Feb 20, 202014 y2
Heather Rae BridgesFort Worth, TxJan 25, 202615 y0
Daniel WatkinsTyler, Tx Jan 25, 202617 y1
John Sidney MorrisonTyler, Tx Jan 25, 202614 y1
Landon G FreemanFort Worth, TxAug 4, 202620 y2
Advisor movement
1 left, 4 joined in 12 months
net +3 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Christian Jonathan Bridges · Managing Partner, President, Ceo, Chief Compliance Officercontrol
    since 06/2012 · owns 75% or more
  • Aaron Joseph Brownback · Partner, Vice President, Operations & Financial Planningcontrol
    since 06/2026 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Fort Worth, Tx · principal771
Tyler, Tx220
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Advisory employees · 7 to 6
    Aug 11, 2026 to Sep 2, 2026
  • Employees · 7 to 6
    Aug 11, 2026 to Sep 2, 2026
  • Financial planning clients · 0 to 0
    Aug 11, 2026 to Sep 2, 2026
  • State-registered IARs · 7 to 6
    Aug 11, 2026 to Sep 2, 2026
  • Succession · false to unset
    Aug 11, 2026 to Sep 2, 2026
  • Advisory employees · 6 to 7
    Jul 20, 2026 to Aug 11, 2026
  • BD registered reps · 5 to 6
    Jul 20, 2026 to Aug 11, 2026
  • Employees · 6 to 7
    Jul 20, 2026 to Aug 11, 2026
  • State-registered IARs · 6 to 7
    Jul 20, 2026 to Aug 11, 2026
  • Accounts · 0 to 743
    Dec 3, 2025 to May 7, 2026
  • Charity clients · unset to 2.0
    Dec 3, 2025 to May 7, 2026
  • HNW clients · unset to 27.0
    Dec 3, 2025 to May 7, 2026
  • Individual clients · unset to 355.0
    Dec 3, 2025 to May 7, 2026
  • Pension plan clients · unset to 14.0
    Dec 3, 2025 to May 7, 2026
  • Discretionary RAUM · $0 to $163M
    Dec 3, 2025 to May 7, 2026
  • HNW RAUM · unset to 43152555.0
    Dec 3, 2025 to May 7, 2026
  • Individual RAUM · unset to 98584615.0
    Dec 3, 2025 to May 7, 2026
  • Pension RAUM · unset to 21504125.0
    Dec 3, 2025 to May 7, 2026
  • RAUM · $0 to $163M
    Dec 3, 2025 to May 7, 2026
Signals
1 dated events
  • Randall Sloan left Thirteen Twenty-Two Advisors for J.P. Morgan Securities Llc (registered 2026-08-18)
    Sep 2, 2026 · Advisor changed firm · fact
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 email
info@1322advisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
jessyca.miller@1322advisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
mateson.gutierrez@1322advisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
larry.brunell@1322advisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email
tonya.carlisle@1322advisors.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone
903-991-2107reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
817-484-9800reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
972-954-1226reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile
linkedin.com/company/1322advisorsreportedpublic record, Form ADV, Sep 18, 2026
Website
1322advisors.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
817-484-9800reportedpublic record, Form ADV, Sep 2, 2026
Team page
1322advisors.com/our-teamreportedpublished by the firm, firm site, Sep 16, 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
$23.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026