DFX Intelligence
Reading the graph
Reading the graph
a same-day team move names the losing and gaining firm; recruiters, custodians and aggregators act on it within days. Team of 2 advisors, 2.6% of the 78 advisors the losing firm registers; roughly $15M of RAUM at that firm's average per advisor (estimate, not a disclosed figure). Evidence class: derived; source IAPD individual compilation feed (every investment adviser representative, daily).
C••••••• A•••• M••••••••• L•• · firm
computed from facts with a stated formula and window
DFX product: Advisor Recruiting Intelligence
2 advisors left C••••••• A•••• M••••••••• L•• (Ann Arbor, MI) for S•••••••• E••••• P•••••••• L•• on the same day
Why now: Dated 2026-08-31 (filing); first seen by DFX 2026-09-15.
Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, RIA principals.
the registrations are a re-registration under a renamed firm
No credit, portfolio or investment lead on the roster.
the registrations are a re-registration under a renamed firm
Not yet on record: advisors, historical lift, median warning.
Rank 44.5: consequence 2, commercial 5, timeliness 5, novelty 5, confidence 4, magnitude 0, affected 2, actionability 3
Family: team lift out · public · computed today