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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S••••• S••••••• M••••••
- Professional profile
- ianetwork.com/dt_team/bo-mcninchreportedianetwork.comfirm site, Sep 16, 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.
- I• N••••••• L•• independent RIA currentsince Mar 14, 2023 · Mt Pleasant, Sc
- R•• O•• C•••••• M••••••••• I••• formerFeb 5, 2019 to Mar 10, 2023 · Mt Pleasant, Sc
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 29, 2016 to May 5, 2016 · Mt. Pleasant, Sc
- H••••• R•••• formerApr 28, 2016 to Jun 19, 2018 · Mt. Pleasant, Sc
- N•• A•••••• S•••••••• L•• formerNov 1, 2007 to May 5, 2016 · Mt. Pleaseant, Sc
- R•• O•• C•••••• M••••••••• I••• to I• N••••••• L••left Mar 10, 2023, registered Mar 14, 2023 (4 days) · RIA to RIA
- H••••• R•••• to K••••• A••••••• S•••••••• L••left Jun 19, 2018, registered Apr 29, 2016 (-781 days) · Other
- K••••• A••••••• S•••••••• L•• to R•• O•• C•••••• M••••••••• I•••left May 5, 2016, registered Feb 5, 2019 (1006 days) · Other
- N•• A•••••• S•••••••• L•• to H••••• R••••left May 5, 2016, registered Apr 28, 2016 (-7 days) · Other
- S••••• S••••••• M•••••• left R•• O•• C•••••• M••••••••• I••• for I• N••••••• L•• (registered 2023-03-14)Mar 10, 2023 · a•••••• firm change · fact
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
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address