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
Peter Francis Schumacher
Feed of 09/14/2026
At current firm
3 y
since Nov 10, 2022
In the industry
35 y
since Oct 26, 1990 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Oarsman Capital, Inc independent RIA currentsince Nov 10, 2022 · Milwaukee, Wi
- Johnson Wealth Inc. mixed wealthJan 17, 2014 to Jul 27, 2022 · Milwaukee, Wi
- Cleary Gull Inc. formerMar 20, 2012 to Jun 2, 2016 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- Johnson Wealth Inc. to Oarsman Capital, Incleft Jul 27, 2022, registered Nov 10, 2022 (106 days) · RIA to RIA
- Cleary Gull Inc. to Johnson Wealth Inc.left Jun 2, 2016, registered Jan 17, 2014 (-867 days) · Other · moved with a team
Signals
- Peter Francis Schumacher left Johnson Wealth Inc. for Oarsman Capital, Inc (registered 2022-11-10)Jul 27, 2022 · 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address