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.
Feed of 09/14/2026
Also filed as Rita A. Koch
At current firm
0 y
since Jul 1, 2026
In the industry
36 y
since Dec 19, 1989 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Alphacore Capital LLC independent RIA currentsince Jul 1, 2026 · La Jolla, Ca
- Elk River Wealth Management LLC independent RIAMar 20, 2020 to Jul 31, 2026 · Denver, Co
- Bok Financial Private Wealth, Inc. independent RIAJun 28, 2019 to Jan 2, 2020 · Denver, Co
- Alexander Capital Management Group, Inc. unclassifiedJan 1, 1999 to Apr 29, 2003 · Denver, Co
- Cobiz Wealth formerJan 1, 1999 to Oct 31, 2019 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Elk River Wealth Management LLC to Alphacore Capital LLCleft Jul 31, 2026, registered Jul 1, 2026 (-30 days) · RIA to RIA · moved with a team
- Bok Financial Private Wealth, Inc. to Elk River Wealth Management LLCleft Jan 2, 2020, registered Mar 20, 2020 (78 days) · RIA to a newly registered adviser
- Cobiz Wealth to Bok Financial Private Wealth, Inc.left Oct 31, 2019, registered Jun 28, 2019 (-125 days) · RIA to RIA · moved with a team
- Alexander Capital Management Group, Inc. to Cobiz Wealthleft Apr 29, 2003, registered Jan 1, 1999 (-1579 days) · Other
Signals
- Rita Koch Day left Elk River Wealth Management Llc for Alphacore Capital Llc (registered 2026-07-01)Jul 31, 2026 · 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
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address