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DFS ADVISORY

DENTON, TX · CRD 324992 · IAPD ↗ · distinctfinancialsolutions.com · (940) 297-1474

$156.0MRegulatory AUM
3Advisory reps
6Employees
5Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — DFS ADVISORY reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — DFS ADVISORY reported RAUM up 40% ($102.8M -> $144.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — DFS ADVISORY now reports custody of client assets ($32.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — DFS ADVISORY reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — DFS ADVISORY now reports 1 private fund(s) ($2.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.