RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Charlotte Gafford Mabry
- Professional profile
- linkedin.com/in/charlotte-mabry-8886211breportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Delphi Wealth Management LLC state registered currentsince Jan 1, 2026 · Primm Springs, Tn
- Sage Investment Counsel independent RIAFeb 8, 2010 to Dec 31, 2020 · Franklin, Tn
- Sage Investment Counsel independent RIAJun 3, 2004 to Dec 31, 2009 · Franklin, Tn
- &Partners independent RIAJan 21, 2004 to Apr 28, 2011 · Franklin, Tn
- Sage Investment Counsel to Delphi Wealth Management LLCleft Dec 31, 2020, registered Jan 1, 2026 (1827 days) · RIA to a state-registered adviser
- &Partners to Sage Investment Counselleft Apr 28, 2011, registered Jun 3, 2004 (-2520 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address