NewRiaPulse: all 1,000 record reports, page 4 of 5

Every NewRiaPulse record report, 200 per page, grouped by state. Records 601 to 800: River Raisin Investment Partners, INC.: new SEC registration, $164M AUM, Monroe, MI to The O.H.I.O. Fund: new SEC registration, $475M AUM, Cleveland, OH. Source: SEC monthly roster of registered investment advisers (Form ADV data).

Michigan

• River Raisin Investment Partners, INC.: new SEC registration, $164M AUM, Monroe, MI
• Solyco Capital LLC: new SEC registration, $220M AUM, Rochester, MI
• Solyco Wealth LLC: new SEC registration, $116M AUM, Birmingham, MI
• Star Wealth Management Corporation: new SEC registration, $156M AUM, Bingham Farms, MI
• Streamsong Advisors, LLC: new SEC registration, $124M AUM, Grand Rapids, MI
• Strickler Investment Services, LLC: new SEC registration, $107M AUM, Brighton, MI
• Uhy Wealth Management RIA LLC: new SEC registration, $103M AUM, Farmington Hills, MI
• Vertrix Wealth Management, LLC: new SEC registration, $343M AUM, Troy, MI
• Wealth Ease Wealth Management: new SEC registration, $132M AUM, Marshall, MI

Minnesota

• Abens Financial Services INC: new SEC registration, $120M AUM, Edina, MN
• Advisory Solutions Group: new SEC registration, $408M AUM, Plymouth, MN
• Boulevard: new SEC registration, $119M AUM, Bloomington, MN
• Colleen Weber Cpa, LLC: new SEC registration, $121M AUM, Chanhassen, MN
• Financial Empowerment LLC: new SEC registration, $126M AUM, Burnsville, MN
• North Compass Financial Advisors, LLC: new SEC registration, $146M AUM, Grand Rapids, MN
• Superior Financial, LLC: new SEC registration, $112M AUM, Rochester, MN
• Twin Cities Retirement Group: new SEC registration, $145M AUM, Plymouth, MN
• Underdog Wealth Management, LLC: new SEC registration, $112M AUM, Maple Grove, MN
• Vera Lake Capital, LLC: new SEC registration, $180M AUM, Edina, MN

Mississippi

• Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv): new SEC registration, $141M AUM, Oxford, MS
• Lee-Way Financial Services, INC: new SEC registration, $132M AUM, Hattiesburg, MS

Missouri

• Commercial Trust Financial Services: new SEC registration, $204M AUM, Fayette, MO
• Cultivation Capital, LLC: new SEC registration, $416M AUM, St. Louis, MO
• Diversified Wealth Advisors, LLC: new SEC registration, $138M AUM, Kansas City, MO
• Divvi Wealth Management: new SEC registration, $127M AUM, Kansas City, MO
• Laminar Wealth LLC: new SEC registration, $132M AUM, Clayton, MO
• Lang & Becker, INC.: new SEC registration, $123M AUM, Washington, MO
• Moelis Asset Catalyst Partners: new SEC registration, $288M AUM, St Louis, MO
• Ninth Avenue Capital, LP: new SEC registration, $536M AUM, Kansas City, MO
• Ryan Poage & Co.: new SEC registration, $114M AUM, Kansas City, MO
• Tbg-Bedford Group LLC: new SEC registration, $758M AUM, Saint Louis, MO
• Ten Peaks Partners L.L.C.: new SEC registration, $109M AUM, Clayton, MO
• Virtus Financial Group: new SEC registration, $119M AUM, Olivette, MO

Montana

• Willow Creek Capital Management, INC.: new SEC registration, $280M AUM, Missoula, MT

Nebraska

• Financial Design Group, LLC: new SEC registration, $113M AUM, Lavista, NE
• Oldfather Financial Services: new SEC registration, $556M AUM, Kearney, NE
• R2 Wealth Management Partners: new SEC registration, $236M AUM, Lincoln, NE

Nevada

• Dx Advisors LLC: new SEC registration, $753M AUM, Las Vegas, NV
• Holm & Cawley Financial Group LLC: new SEC registration, $129M AUM, Las Vegas, NV
• Powerhouse Financial Advisors, INC.: new SEC registration, $108M AUM, Minden, NV
• Rjj Pasadena Securities, INC.: new SEC registration, $115M AUM, Henderson, NV
• Sahara Investment Group: new SEC registration, $218M AUM, Las Vegas, NV
• Sierra Management Group: new SEC registration, $127M AUM, Reno, NV

New Hampshire

• Gassman Financial LLC: new SEC registration, $113M AUM, Salem, NH
• Mardin Capital Group: new SEC registration, $306M AUM, Rye, NH
• Middle Street Capital, LLC: new SEC registration, $132M AUM, Newfields, NH
• Saltbox Financial LLC: new SEC registration, $105M AUM, Portsmouth, NH

New Jersey

• Anchored Financial Planning LLC: new SEC registration, $183M AUM, West Deptford, NJ
• Bergamot Asset Management LP: new SEC registration, $106M AUM, Princeton, NJ
• Certum Group: new SEC registration, $276M AUM, Newark, NJ
• Ciro Capital LLC: new SEC registration, $117M AUM, Jersey City, NJ
• Clear Wave Wealth Management, LLC: new SEC registration, $617M AUM, Red Bank, NJ
• Diversified Planning Strategies Advisors LLC: new SEC registration, $154M AUM, Roseland, NJ
• Egis Capital Partners LP: new SEC registration, $161M AUM, Summit, NJ
• Family Wealth Partners LLC: new SEC registration, $131M AUM, Medford, NJ
• First Light Wealth Advisors, LLC: new SEC registration, $116M AUM, Little Falls, NJ
• Garden State Retirement Specialists, LLC: new SEC registration, $109M AUM, Red Bank, NJ
• Md Wealth Advisors INC: new SEC registration, $105M AUM, Cranford, NJ
• Millstone Financial Group: new SEC registration, $104M AUM, Princeton, NJ
• Mk3 Wealth LLC: new SEC registration, $113M AUM, Cherry Hill, NJ
• Nitor Capital Management: new SEC registration, $159M AUM, Englewood Cliffs, NJ
• Palante Wealth Advisors, LLC: new SEC registration, $116M AUM, Pennington, NJ
• Pts Brokerage, LLC: new SEC registration, $132M AUM, Mt. Laurel, NJ
• Revel Wealth Management: new SEC registration, $259M AUM, Elmwood Park, NJ
• Rilex Capital LLC: new SEC registration, $124M AUM, Manasquan, NJ
• Sage Residential Management LLC: new SEC registration, $444M AUM, Morristown, NJ
• Soryn Ip Capital Management: new SEC registration, $168M AUM, Millburn, NJ
• Steffens Financial Corp: applying for SEC registration, $162M AUM, Byram Township, NJ
• Tap Root Capital Management LP: new SEC registration, $297M AUM, Summit, NJ
• West Horizon Capital: new SEC registration, $283M AUM, Princeton, NJ

New York

• 154 Partners Investment Management LLC: new SEC registration, $438M AUM, New York, NY
• 3b1 Partners, LLC: new SEC registration, $392M AUM, New York, NY
• 501 North, LLC: new SEC registration, $329M AUM, New York, NY
• A.G.P. Asset Management LLC: new SEC registration, $144M AUM, New York, NY
• Access Ventures: new SEC registration, $1,879M AUM, New York, NY
• Acp Venture Capital Management Fund LLC: new SEC registration, $786M AUM, Hauppauge, NY
• Ag Dillon Asset Management LP: new SEC registration, $262M AUM, New York, NY
• Alesco Advisors, LLC, An Esl Company: new SEC registration, $5,611M AUM, Pittsford, NY
• Alpha Partners Management, LLC: new SEC registration, $538M AUM, New York, NY
• Amber Road Investors LP: applying for SEC registration, $107M AUM, New York, NY
• Arc24 Management, LP: new SEC registration, $180M AUM, New York, NY
• Argo Infrastructure Management, LP: new SEC registration, $134M AUM, New York, NY
• Arrow Capital Management, LLC: new SEC registration, $175M AUM, New York, NY
• Aureon Management LLC: new SEC registration, $481M AUM, New York, NY
• Avicene: new SEC registration, $256M AUM, New York, NY
• Ballast Equity Partners Management Company, LLC: new SEC registration, $112M AUM, New York, NY
• Blue Horizon Equity, INC.: new SEC registration, $746M AUM, Pittsford, NY
• Bonaccord Capital Partners: new SEC registration, $4,190M AUM, New York, NY
• Breyta Capital Partners: new SEC registration, $378M AUM, Brooklyn, NY
• Buttonwood Group Advisors LLC: new SEC registration, $240M AUM, Uniondale, NY
• Churchill Ncpe Advisor LLC: new SEC registration, $259M AUM, New York, NY
• Clara Vista Management Company LLC: new SEC registration, $169M AUM, New York, NY
• Cleanhill Partners: new SEC registration, $184M AUM, New York, NY
• Coefficient Capital: new SEC registration, $735M AUM, New York, NY
• Collaborative Fund Management LLC: new SEC registration, $1,844M AUM, New York, NY
• Compound Advisors, LLC: new SEC registration, $732M AUM, New York, NY
• Crownstone Advisory & Investment Corp: new SEC registration, $3,000M AUM, New York, NY
• Cypress Ridge Capital, L.P.: new SEC registration, $194M AUM, New York, NY
• Dawson Partners: applying for SEC registration, $999M AUM, New York, NY
• Definition Capital: new SEC registration, $792M AUM, New York, NY
• Develop Capital Partners, LP.: new SEC registration, $940M AUM, Pittsford, NY
• Dominari Im LLC: new SEC registration, $273M AUM, New York, NY
• Era Global Technologies: new SEC registration, $260M AUM, New York, NY
• F3 Partners LLC: new SEC registration, $205M AUM, New York, NY
• Factorpoint Planning, LLC: new SEC registration, $288M AUM, Pittsford, NY
• Fincadia Advisors LLC: new SEC registration, $1,004M AUM, Melville, NY
• Four Lion Capital, LP: new SEC registration, $143M AUM, New York, NY
• Gdev Management, LLC: new SEC registration, $460M AUM, New York, NY
• Graphene Capital Management LP: new SEC registration, $238M AUM, New York, NY
• Guggenheim Asset-Backed Finance Company, LLC: new SEC registration, $1,438M AUM, New York, NY
• H Squared Management LP: new SEC registration, $152M AUM, New York, NY
• Hamilton Square Partners Management, LP: new SEC registration, $319M AUM, New York, NY
• Hark Capital Advisors LLC: new SEC registration, $1,547M AUM, New York, NY
• Harvey Capital Partners, L.P.: new SEC registration, $1,255M AUM, New York, NY
• Haybeach Capital Management, LLC: new SEC registration, $173M AUM, Rye, NY
• Hmc Capital Us: new SEC registration, $175M AUM, New York, NY
• Hunters Moon Capital (Us) LP: new SEC registration, $803M AUM, New York, NY
• Imperity Wealth Alliance LLC: new SEC registration, $140M AUM, Melville, NY
• Investx Asset Management LLC: new SEC registration, $207M AUM, New York, NY
• Ives Hill Wealth Management: applying for SEC registration, $183M AUM, Dewitt, NY
• Jack Creek Partners LLC: new SEC registration, $809M AUM, New York, NY
• Jones Hill Capital LP: new SEC registration, $642M AUM, New York, NY
• Koehler Asset Management: new SEC registration, $111M AUM, Babylon, NY
• Konektis Capital: new SEC registration, $150M AUM, New York, NY
• Kr Capital LP: new SEC registration, $792M AUM, New York, NY
• Legeis Capital Advisors, LLC: new SEC registration, $497M AUM, Great Neck, NY
• Lifecapital Partners LLC: new SEC registration, $133M AUM, New York, NY
• Lionhunter Capital Management LLC: new SEC registration, $267M AUM, New York, NY
• Manhattan Wealth Management Group: new SEC registration, $153M AUM, New York, NY
• Marek Capital Management LP: new SEC registration, $422M AUM, New York, NY
• Meraki Capital Partners LP: new SEC registration, $585M AUM, New York, NY
• Millennia Global Investors, LLC: new SEC registration, $516M AUM, New York, NY
• Neostellar Advisors LLC: new SEC registration, $433M AUM, New York, NY
• New Vintage Partners LLC: new SEC registration, $281M AUM, New York, NY
• Nx1 Capital LP: new SEC registration, $2,865M AUM, New York, NY
• Optimist Ventures LLC: new SEC registration, $311M AUM, New York, NY
• Park Road Partners LP: new SEC registration, $691M AUM, New York, NY
• Park Square Capital USA LP: new SEC registration, $21,108M AUM, New York, NY
• Prism Planning And Solutions Group: new SEC registration, $157M AUM, White Plains, NY
• Riverwest Investment Management, LLC: new SEC registration, $254M AUM, New York, NY
• Round2 Investment Partners LLC: new SEC registration, $196M AUM, New York, NY
• S3 Capital Advisors LLC: new SEC registration, $3,640M AUM, New York, NY
• Schonfeld Wealth Management, LLC: new SEC registration, $133M AUM, Brooklyn, NY
• Sciens Water: new SEC registration, $743M AUM, New York, NY
• Serone Capital Management LLC: new SEC registration, $116M AUM, New York, NY
• Sharpe Advisors, LLC: new SEC registration, $1,230M AUM, New York, NY
• Shikhara Investment Management LP: new SEC registration, $227M AUM, New York, NY
• Silver Rock Capital Partners: new SEC registration, $6,828M AUM, New York, NY
• Smbc Asset Management, INC.: new SEC registration, $200M AUM, New York, NY
• Space Capital: new SEC registration, $1,168M AUM, New York, NY
• Sportsology Capital Partners: new SEC registration, $156M AUM, New York, NY
• Summation Capital Management, L.P.: new SEC registration, $161M AUM, New York, NY
• Tailored Wealth Solutions: new SEC registration, $272M AUM, Saratoga Springs, NY
• The Operators Fund Investment Management, L.P.: new SEC registration, $303M AUM, New York, NY
• Unified Retirement Planning Group: new SEC registration, $197M AUM, Briarcliff Manor, NY
• Valliance Asset Management LLC: new SEC registration, $123M AUM, New York, NY
• Valuequest Advisers, LLC: new SEC registration, $401M AUM, New York, NY
• Veneroso Wealth Management: new SEC registration, $299M AUM, Woodbury, NY
• Wellspring Gbl, LLC: new SEC registration, $300M AUM, New York, NY

North Carolina

• Advisorengine Portfolio Solutions INC.: new SEC registration, $331M AUM, Raleigh, NC
• Advisorstrust Partners LLC: new SEC registration, $435M AUM, Raleigh, NC
• Bp Asset Management INC.: new SEC registration, $155M AUM, Charlotte, NC
• Corrum Capital Management LLC: new SEC registration, $1,392M AUM, Charlotte, NC
• Gibert Wealth Management: new SEC registration, $316M AUM, Charlotte, NC
• Mauney-Pitt Financial Management, INC.: new SEC registration, $418M AUM, Shelby, NC
• Passport Wealth Management: new SEC registration, $115M AUM, Cornelius, NC
• Pursuit Wealth Strategies, LLC: new SEC registration, $457M AUM, Raleigh, NC
• Thayer Financial, L.L.C.: new SEC registration, $106M AUM, Hickory, NC
• The Financial Legacy Group: new SEC registration, $107M AUM, Charlotte, NC
• Tolley Financial Group, LLC: new SEC registration, $122M AUM, Raleigh, NC
• Trg Capital Management, INC.: new SEC registration, $118M AUM, Raleigh, NC
• West Financial Strategies, INC.: new SEC registration, $121M AUM, Sanford, NC
• White Oak Wealth Partners: new SEC registration, $110M AUM, Raleigh, NC

Ohio

• Alpha Planning And Financial Services, INC.: new SEC registration, $113M AUM, Solon, OH
• Arg Private Wealth, LLC: new SEC registration, $280M AUM, Cincinnati, OH
• Bison Wealth Management, LLC: new SEC registration, $131M AUM, Lyndhurst, OH
• Blue Jay Financial Group, LLC: new SEC registration, $113M AUM, Defiance, OH
• Capstone Wealth Partners: new SEC registration, $115M AUM, Dublin, OH
• Claymore Capital Partners: new SEC registration, $184M AUM, Cincinnati, OH
• Cleveland Capital Management, L.L.C.: new SEC registration, $216M AUM, Rocky River, OH
• Colburn Wealth Management, LLC: new SEC registration, $116M AUM, Grove City, OH
• Columbus Street Wealth Management, LLC: new SEC registration, $145M AUM, Dublin, OH
• Cox & Cook Wealth Advisors: new SEC registration, $120M AUM, Dublin, OH
• Drive Capital LLC: new SEC registration, $4,383M AUM, Columbus, OH
• Egsi Investment Management: new SEC registration, $145M AUM, Dublin, OH
• Finish Well RIA LLC: new SEC registration, $109M AUM, Columbus, OH
• Gudorf Financial Group, LLC: new SEC registration, $121M AUM, Dayton, OH
• Independence Capital Co., INC.: new SEC registration, $119M AUM, Parma, OH
• Lincoln Douglas Investments, LLC: new SEC registration, $131M AUM, Mount Vernon, OH
• Mediate Financial Investment Advisory Services, LLC: new SEC registration, $106M AUM, Canfield, OH
• Messmer Capital Advisors LLC: new SEC registration, $130M AUM, Milford, OH
• Oda And Company, INC.: new SEC registration, $126M AUM, Medina, OH
• Quest Wealth Solutions, INC.: new SEC registration, $215M AUM, Mansfield, OH
• Ross Wealth Advisors, LLC: new SEC registration, $140M AUM, Columbus, OH
• S.C. Thomas & Associates, Cpa, LLC: new SEC registration, $105M AUM, Medina, OH
• Sabre Asset Management LLC: new SEC registration, $127M AUM, Pepper Pike, OH
• Scofield & Company, LLC: new SEC registration, $114M AUM, Fairlawn, OH
• Strong Investment Management, LLC: new SEC registration, $112M AUM, Canton, OH
• The Connor Group Fund Manager, LLC: new SEC registration, $494M AUM, Miamisburg, OH
• The O.H.I.O. Fund: new SEC registration, $475M AUM, Cleveland, OH

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