724 Capital, Llc
- Regulatory AUM
- $259M
- Discretionary
- $259M
- Clients
- 1,270
- Avg AUM / client
- $204K
- Accounts
- 1,912
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 976 | $141M | 54.5% |
| High net worth individuals | 271 | $106M | 41.0% |
| Charitable organizations | 10 | $9.7M | 3.74% |
| Corporations and other businesses | 13 | $2.1M | 0.82% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dearman, Robert, Harold | Chief Compliance Officer | Aug 2018 (8y) | ≈ 18.75% – 50% via Dcg Insight, Llc | |
| Michael Ray Childs | Owner | Feb 2023 (4y) | ≈ 4.69% – 25% via Childs Investment Group, Inc | |
| Sorenson, Merlin, Wayne | Owner | Feb 2023 (4y) | ≈ 9.38% – 37.5% via Ccdml Ventures Group, Llc | |
| Kirk Samuel Weldy | Registered representative | Jan 2026 (1y) | ||
| Lindsey A. Roehl | Registered representative | Jan 2026 (1y) | ||
| Michael Lee Mishler | Registered representative | Jan 2026 (1y) | ||
| Alan Edward Wyse | Registered representative | Jan 2026 (1y) | ||
| Andres Peterson | Registered representative | Jan 2026 (1y) | ||
| Ned Lee Wyse | Registered representative | Jan 2026 (1y) | ||
| Trevor Seth Rupp | Registered representative | Jan 2026 (1y) | ||
| Andrew Christopher Papp | Registered representative | Jan 2026 (1y) | ||
| Bruce Homer Traub | Registered representative | CFP | Jan 2026 (1y) | |
| Paul John Damon | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Hudson Childs | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 724 Holdings, Llc | Holding Company | Sep 2021 | A | 75% or more |
| Dcg Insight, Llc | Holding Company | Sep 2021 | A | 25% – 50% |
| Childs Investment Group, Inc | Owner | Feb 2023 | B | ≈ 18.75% – 50% via 724 Holdings, Llc |
| Ccdml Ventures Group, Llc | Owner | Feb 2023 | B | ≈ 18.75% – 50% via 724 Holdings, Llc |
Estimated effective ownership (look-through of filed bands):
- Dearman, Robert, Harold: 75% – 100% of Dcg Insight, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Michael Ray Childs: 25% – 50% of Childs Investment Group, Inc × 25% – 50% of 724 Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Sorenson, Merlin, Wayne: 50% – 75% of Ccdml Ventures Group, Llc × 25% – 50% of 724 Holdings, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Childs Investment Group, Inc: 25% – 50% of 724 Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Ccdml Ventures Group, Llc: 25% – 50% of 724 Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity $259M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗