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RIA / WealthAdvisor17 years in industry

Russell Byrom

Advisor at TRI-AD CAPITAL MANAGEMENT I, LLC

ESCONDIDO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2010 to Sep 14, 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: TRI-AD CAPITAL MANAGEMENT I, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 25, 2009
First registration: Jan 28, 2010
Dual registered: no
Other names: Russell Patrick Byrom|RUSSELL PATRICK BYROM
IAPD individual key: 5616518

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
TRI-AD CAPITAL MANAGEMENT I, LLC	Institutional manager	Sep 15, 2023	n/a	yes	ESCONDIDO, CA	Current employment
PRECISION FIDUCIARY PARTNERS, LLC	Institutional manager	Dec 10, 2021	Dec 14, 2022	no	AUSTIN, TX	Previous registration
WORLD INVESTMENT ADVISORS, LLC	Other adviser	Nov 5, 2019	Feb 3, 2021	no	LINCROFT, NJ\|Austin, TX	Previous registration
CAPITAL CLIENT GROUP, INC.	No RAUM reported	Apr 25, 2013	Jun 18, 2019	no	SAN ANTONIO, TX	Previous registration
B RILEY WEALTH MANAGEMENT	Former SEC adviser	Jan 28, 2010	Jul 8, 2011	no	DALLAS, TX\|Memphis, TN\|RICHARDSON, TX	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
PRECISION FIDUCIARY PARTNERS, LLC	TRI-AD CAPITAL MANAGEMENT I, LLC	Dec 14, 2022	Sep 15, 2023	275	Firm change	Other
WORLD INVESTMENT ADVISORS, LLC	PRECISION FIDUCIARY PARTNERS, LLC	Feb 3, 2021	Dec 10, 2021	310	Firm change	Other
CAPITAL CLIENT GROUP, INC.	WORLD INVESTMENT ADVISORS, LLC	Jun 18, 2019	Nov 5, 2019	140	Firm change	Other
B RILEY WEALTH MANAGEMENT	CAPITAL CLIENT GROUP, INC.	Jul 8, 2011	Apr 25, 2013	657	Firm change after gap	Other

Relationships

Registered with (5)

→ TRI-AD CAPITAL MANAGEMENT I, LLCRegistered adviserregistration: current employment
Sep 15, 2023 to presentfactForm ADV
→ PRECISION FIDUCIARY PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 10, 2021 to Dec 14, 2022factForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 5, 2019 to Feb 3, 2021factForm ADV
→ CAPITAL CLIENT GROUP, INC.Registered adviserregistration: previous registration
Apr 25, 2013 to Jun 18, 2019factForm ADV
→ B RILEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 28, 2010 to Jul 8, 2011factForm ADV

Dated events

Occurred
Dec 14, 2022
Advisor changed firm
Russell Byrom left Precision Fiduciary Partners, Llc for Tri-Ad Capital Management I, Llc (registered 2023-09-15)
Form ADVobserved 6 days ago