DFX Intelligence

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.

Registered advisor

Rafael Antonio Villagran

Genesia Investments LLCasset managerGreer, ScIA-onlyIAPD 1407829

Feed of 09/14/2026

At current firm

1 y

since Jan 21, 2025

In the industry

24 y

since Jul 26, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Genesia Investments LLC asset manager current
since Jan 21, 2025 · Greer, Sc
Northwest Asset Management independent RIA
Jul 21, 2021 to Feb 1, 2024 · Greer, Sc
Coldstream Wealth Management independent RIA
Aug 1, 2017 to Jul 29, 2019 · Seattle, Wa
Rigel Capital LLC unclassified
Sep 14, 2009 to Jun 30, 2010 · Seattle, Wa
Genesia Capital Advisors unclassified
Jul 24, 2008 to Sep 29, 2009 · Shoreline, Wa
Genesia Capital Advisors unclassified
Jul 9, 2008 to Jul 9, 2008 · Shoreline, Wa
Rigel Capital LLC unclassified
Oct 16, 2003 to Nov 29, 2007 · Seattle, Wa
Rigel Capital Management Inc unclassified
Jul 26, 2002 to Dec 31, 2004 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Northwest Asset Management to Genesia Investments LLC
left Feb 1, 2024, registered Jan 21, 2025 (355 days) · Other
Coldstream Wealth Management to Northwest Asset Management
left Jul 29, 2019, registered Jul 21, 2021 (723 days) · RIA to RIA
Rigel Capital LLC to Coldstream Wealth Management
left Jun 30, 2010, registered Aug 1, 2017 (2589 days) · Other
Genesia Capital Advisors to Rigel Capital LLC
left Sep 29, 2009, registered Sep 14, 2009 (-15 days) · Other
Rigel Capital LLC to Genesia Capital Advisors
left Nov 29, 2007, registered Jul 9, 2008 (223 days) · Other
Rigel Capital Management Inc to Rigel Capital LLC
left Dec 31, 2004, registered Oct 16, 2003 (-442 days) · Other

Signals

Rafael Antonio Villagran left Northwest Asset Management for Genesia Investments Llc (registered 2025-01-21)
Feb 1, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Asset manager (funds and pooled vehicles)derived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address