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
Treasure Valley Financial Planning
Legal name Tvfp, LLC
Latest filing Sep 16, 2026
First filing on the tape May 27, 2026 · 3 filings
SEC status 120-day approval since May 21, 2026
RAUM
$336M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$336M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$42.0M
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$0 as of Aug 3, 2026
May 27, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)7 as of Aug 3, 2026
May 27, 20267 then
Employees (5.A)10 as of Aug 3, 2026
May 27, 202610 then
Private funds: no history
Practice profile
derived from the filing of Sep 16, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $42.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $211,336derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 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, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, 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
- is an insurance broker or agent (6.A.6)
- 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$186M55%
- Individuals$149M44%
- Corporations and businesses$406,3370.1%
- Individual clients
- 441reported
- HNW clients
- 99reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,590reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, commissionsreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Cannon JonesCertified Financial Planner | Meridian, Id | May 27, 2026 | 10 y | 1 |
| David Bruce MorrisonCertified Financial Planner | Meridian, Id | May 27, 2026 | 18 y | 3 |
| Jonathan Tyler Belnap | Meridian, Id | May 27, 2026 | 17 y | 2 |
| Patrick D Collins | Meridian, Id | May 27, 2026 | 16 y | 3 |
| Kendell Wesley FryeCertified Financial Planner | Meridian, Id | May 27, 2026 | 10 y | 2 |
| Justin Dillan EgbertCertified Financial Planner | Meridian, Id | May 27, 2026 | 11 y | 1 |
| Eugene Albert DelarosaCertified Financial Planner | Meridian, Id | May 27, 2026 | 21 y | 4 |
| Ethan Farar | Meridian, Id | Jul 8, 2026 | 11 y | 0 |
Advisor movement
0 left, 7 joined in 12 months
net +7 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
- Eugene Albert Delarosa from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
- David Bruce Morrison from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
- Jonathan Tyler Belnap from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
- Patrick D Collins from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
- Kendell Wesley Frye from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
- Justin Dillan Egbert from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
- Matthew Cannon Jones from Clear Creek Financial Management, LLCMay 27, 2026 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Clear Creek Financial Management, LLCAug 10, 2026 · Meridian, Id
- 2 joined from Clear Creek Financial Management, LLCAug 10, 2026 · Silverdale, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Tyler Jonathan Belnap · Managing Member, Ownercontrolsince 03/2026 · owns less than 5%
- Bruce David Morrison · Managing Member, Ownercontrolsince 03/2026 · owns less than 5%
- Phillip Nick Stablein · Chief Compliance Officersince 04/2026 · owns less than 5%
Entity owners
- Belnap Enterprises, LLC · Ownerdirect · owns 50% to 75%
- Morrison Asset Management · Ownerdirect · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Meridian, Id · principal | 8 | 8 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 1,590Aug 3, 2026 to Sep 16, 2026
- Corporate clients · unset to 1.0Aug 3, 2026 to Sep 16, 2026
- HNW clients · unset to 99.0Aug 3, 2026 to Sep 16, 2026
- Individual clients · unset to 441.0Aug 3, 2026 to Sep 16, 2026
- Financial planning clients · 0 to 0Aug 3, 2026 to Sep 16, 2026
- Discretionary RAUM · $0 to $336MAug 3, 2026 to Sep 16, 2026
- HNW RAUM · unset to 186236899.0Aug 3, 2026 to Sep 16, 2026
- Individual RAUM · unset to 149380777.0Aug 3, 2026 to Sep 16, 2026
- RAUM · $0 to $336MAug 3, 2026 to Sep 16, 2026
- Related adviser · false to unsetAug 3, 2026 to Sep 16, 2026
- Related bank · false to unsetAug 3, 2026 to Sep 16, 2026
- Related broker-dealer · false to unsetAug 3, 2026 to Sep 16, 2026
- Related insurance company · false to unsetAug 3, 2026 to Sep 16, 2026
- Succession · false to unsetAug 3, 2026 to Sep 16, 2026
- Advisory activities · 2 to 3May 27, 2026 to Aug 3, 2026
Signals
2 dated events
- 5 advisors left Clear Creek Financial Management, LLC (Meridian, ID) for Treasure Valley Financial Planning on the same dayAug 10, 2026 · Team lift-out · derived
- 2 advisors left Clear Creek Financial Management, LLC (Silverdale, WA) for Treasure Valley Financial Planning on the same dayAug 10, 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/treasure-valley-financial-planningreportedpublic record, Form ADV, Sep 17, 2026
- Website
- treasurevalleyplanning.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-789-0888reportedpublic record, Form ADV, 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
- $42.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026