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.
Thomas Reese Owens
- Title
- Senior Partnerreportedgardecapital.comfirm site, Sep 15, 2026
- Partner or owner
- “Senior Partner”reportedgardecapital.comthe sentence on the bio page
- Years, as the firm states
- 30reportedgardecapital.com“During his nearly 30 years in investment management, Tom has focused on developing business that provides comprehensive wealth management solutions for high net worth individuals and families, trusts, endowments, foundations and co”
- Professional profile
- gardecapital.com/team/tom-owensreportedgardecapital.comfirm site, Sep 15, 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.
- Garde Capital, Inc. independent RIA currentsince Aug 28, 2009 · Seattle, Wa
- UBS Financial Services Inc. wirehouseFeb 7, 2003 to Sep 15, 2009 · Seattle, Wa
- Prudential Equity Group, LLC unclassifiedMay 24, 1999 to Feb 20, 2003 · Seattle, Wa
- UBS Financial Services Inc. to Garde Capital, Inc.left Sep 15, 2009, registered Aug 28, 2009 (-18 days) · Other
- Prudential Equity Group, LLC to UBS Financial Services Inc.left Feb 20, 2003, registered Feb 7, 2003 (-13 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address