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RIA / WealthAdvisorCertified Financial Planner27 years in industry

CHAD AARON WILLIAMS

Advisor at MONETA GROUP INVESTMENT ADVISORS, LLC

Denver, CO | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:30c06aa9-9869-2615-0019-1767dd4dc39f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONETA GROUP INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 27, 1999
First registration: Mar 25, 2002
Dual registered: no
IAPD individual key: 3216904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONETA GROUP INVESTMENT ADVISORS, LLC	Independent wealth	Aug 14, 2025	n/a	yes	Denver, CO\|ST. LOUIS, MO	Current employment
AVEO CAPITAL PARTNERS, LLC	Former SEC adviser	May 14, 2014	Oct 1, 2025	no	ENGLEWOOD, CO	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	May 27, 2014	no	DENVER, CO	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	May 10, 2010	Jul 2, 2012	no	SAN DIEGO, CA\|DENVER, CO\|BOULDER, CO	Previous registration
CAPITAL INVESTMENT MANAGEMENT	Former SEC adviser	Mar 25, 2002	Jun 25, 2015	no	DENVER, CO	Previous registration
CAPITAL INVESTMENT MANAGEMENT	Former SEC adviser	Mar 25, 2002	Dec 31, 2014	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVEO CAPITAL PARTNERS, LLC	MONETA GROUP INVESTMENT ADVISORS, LLC	Oct 1, 2025	Aug 14, 2025	-48	Firm change after gap	RIA to RIA
CAPITAL INVESTMENT MANAGEMENT	FIRST ALLIED SECURITIES, INC.	Jun 25, 2015	May 10, 2010	-1,872	Firm change after gap	Other
FIRST ALLIED ADVISORY SERVICES, INC.	AVEO CAPITAL PARTNERS, LLC	May 27, 2014	May 14, 2014	-13	Firm change	Other
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jul 2, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157728:104727:CO:2025-10-01	Oct 1, 2025	Aug 14, 2025	ENGLEWOOD, CO	Firm change after gap

Relationships

Registered with (5)

→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Aug 14, 2025 to presentfactForm ADV
→ AVEO CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
May 14, 2014 to Oct 1, 2025factForm ADV
→ CAPITAL INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 25, 2002 to Jun 25, 2015factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to May 27, 2014factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
May 10, 2010 to Jul 2, 2012factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
Chad Aaron Williams left Aveo Capital Partners, Llc for Moneta Group Investment Advisors, Llc (registered 2025-08-14)
Form ADVobserved 6 days ago