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.
- Title
- Founder and Principal Senior Advisorreportedcapstoneretire.comfirm site, Sep 15, 2026
- Professional profile
- WWWLINKEDIN.COM/IN/MARK-THOMAS-48924518reportedadviserinfo.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.
- Capstone Wealth independent RIA currentsince Mar 15, 2004 · Billings, Mt
- Eide Bailly Advisors, LLC formerApr 1, 2004 to Oct 31, 2006 · Billings, Mt
- The Concord Equity Group, LLC unclassifiedJan 22, 2003 to Mar 30, 2004 · Billings, Mt
- Eide Bailly Advisors, LLC to no registered destinationleft Oct 31, 2006 · Departure, no registered destination
- The Concord Equity Group, LLC to Capstone Wealthleft Mar 30, 2004, registered Mar 15, 2004 (-15 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
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address