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.
- Title
- Portfolio Manager Consultantreporteddemandwealth.comfirm site, Sep 16, 2026
- Designations
- MBAreporteddemandwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- demandwealth.com/owen-lyons-senior-portfolio-managerreporteddemandwealth.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.
- D••••• W••••• independent RIA currentsince Dec 4, 2020 · Potomac Falls, Va
- P•••• S••••••••• L•• no RAUMNov 7, 2019 to Feb 25, 2020 · Hunt Valley, Md
- S•••••• L•••• P•••••••• L•• unclassifiedApr 10, 2015 to Dec 31, 2019 · Easton, Md
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 7, 2014 to Apr 25, 2014 · Easton, Md
- L•• F•••••••• L•• BD affiliatedJul 29, 2009 to Jul 27, 2012 · Glen Rock, Pa
- N•••••••• B••••• B• L•• no RAUMJul 25, 2002 to Oct 4, 2002 · New York, Ny
- P•••• S••••••••• L•• to D••••• W•••••left Feb 25, 2020, registered Dec 4, 2020 (283 days) · Affiliated broker-dealer or bank to a newly registered adviser
- S•••••• L•••• P•••••••• L•• to P•••• S••••••••• L••left Dec 31, 2019, registered Nov 7, 2019 (-54 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S•••••• L•••• P•••••••• L••left Apr 25, 2014, registered Apr 10, 2015 (350 days) · Other
- L•• F•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 27, 2012, registered Apr 7, 2014 (619 days) · Other
- N•••••••• B••••• B• L•• to L•• F•••••••• L••left Oct 4, 2002, registered Jul 29, 2009 (2490 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
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address