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

Altruist Advisors LLC

No RAUM reportedCulver City, CaliforniaCRD 340784SEC 801-136088websiteIAPD
Latest filing Aug 3, 2026
First filing on the tape May 21, 2026 · 4 filings
SEC status 120-day approval since May 26, 2026
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
2 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$0 as of Aug 3, 2026
May 21, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Aug 3, 2026
May 21, 20260 then
Employees (5.A)11 as of Aug 3, 2026
May 21, 202611 then
Private funds: no history
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
6.0derived1 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 assetsreportedItem 5.E
Advisory activities
financial planningreportedItem 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)
  • a related person acts as qualified custodian (9.D.2)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=8.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Cameron Macgregor LaineEl Segundo, Ca Jun 17, 202612 y2
Michael LaineCertified Financial PlannerCulver City, Ca Jun 17, 202638 y4
Coleman Andrew WebbCertified Financial PlannerLake Oswego, Or Jun 23, 202614 y3
Colin MonteithCulver City, Ca Aug 27, 202614 y2
Wesley Michael WhiteRaleigh, Nc Sep 10, 202619 y3
Austin Taylor KobilkaCulver City, Ca Sep 10, 202610 y3
Advisor movement
0 left, 6 joined in 12 months
net +6 in 12 months0 left in 90 days4 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
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Nimesh Patel · Ceocontrol
        since 02/2026 · owns less than 5%
      • Madison Calli Singleton · Chief Compliance Officercontrol
        since 06/2026 · owns less than 5%
      Entity owners
      • Altruist Corp · Member
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Culver City, Ca · principal660
      El Segundo, Ca220
      Raleigh, Nc220
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • State-registered IARs · 0 to 3
        Jun 10, 2026 to Jul 24, 2026
      Signals
      2 dated events
      • 2 advisors left Brookstone Capital Management LLC (Raleigh, NC) for Altruist Advisors LLC on the same day
        Sep 9, 2026 · Team lift-out · derived
      • 2 advisors left Pks Advisory Services, LLC (Albany, NY) for Altruist Advisors LLC on the same day
        Jun 15, 2026 · Team lift-out · 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/altruistcorpreportedpublic record, Form ADV, Sep 18, 2026
      Website
      altruist.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      202 494 0435reportedpublic record, Form ADV, Aug 3, 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
      No RAUM reportedderiveda 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