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.
Edward Ballard Doubleday
- Designations
- CPWA, MBAreportedfreestonecapital.comas printed on the bio page, Sep 16, 2026
- Professional profile
- freestonecapital.com/our-team/ned-doubleday-cpwareportedfreestonecapital.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.
- Freestone Capital Management, LLC independent RIA currentsince Sep 11, 2013 · Santa Barbara, Ca
- Certis Capital Management, Inc. independent RIAAug 12, 2011 to Mar 27, 2014 · Santa Barbara, Ca
- Certis Capital Management, Inc. to Freestone Capital Management, LLCleft Mar 27, 2014, registered Sep 11, 2013 (-197 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address