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.
S•••••• P••••• L••••••••
- Years, as the firm states
- 33reportedcapitaltrustadvisors.com“Sandy is a seasoned veteran of the Investment Management industry - with over 33 years of experience counseling families on preserving and growing their wealth.”
- Professional profile
- capitaltrustadvisors.com/team/sandy-lowengartreportedcapitaltrustadvisors.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.
- C•••••• T•••• A••••••• independent RIA currentsince Jun 14, 2017 · Montgomery Street, Ca
- A•••• C•••••• A•••••••• L•• unclassifiedJan 12, 2010 to Aug 31, 2012 · San Francisco, Ca
- H•••••••• I••••••••• A•••••••• I••• formerFeb 4, 2009 to Mar 6, 2013 · San Francisco, Ca
- C••••• C•••••• M••••••••• L•• formerJun 21, 2004 to Feb 27, 2009 · San Francisco, Ca
- S•• C•••••• M••••••••• I••• unclassifiedAug 22, 2003 to Jul 20, 2004 · San Francisco, Ca
- O•••••• I••••••••• A•••••••• L•• formerDec 11, 2002 to Jun 1, 2004 · Burlingame, Ca
- H•••••••• I••••••••• A•••••••• I••• to A•••• C•••••• A•••••••• L••left Mar 6, 2013, registered Jan 12, 2010 (-1149 days) · Other
- A•••• C•••••• A•••••••• L•• to C•••••• T•••• A•••••••left Aug 31, 2012, registered Jun 14, 2017 (1748 days) · Other
- C••••• C•••••• M••••••••• L•• to H•••••••• I••••••••• A•••••••• I•••left Feb 27, 2009, registered Feb 4, 2009 (-23 days) · Other
- S•• C•••••• M••••••••• I••• to C••••• C•••••• M••••••••• L••left Jul 20, 2004, registered Jun 21, 2004 (-29 days) · Other
- O•••••• I••••••••• A•••••••• L•• to S•• C•••••• M••••••••• I•••left Jun 1, 2004, registered Aug 22, 2003 (-284 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address