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.
Robert Andrew Aikey
- Title
- Managing Director and Portfolio Managerreportedinvestsps.comfirm site, Sep 15, 2026
- Boards named
- Trustee’s for the Dallas Children’s Theaterreportedinvestsps.comphrases on the bio page
- Direct business phone
- 214-269-0240reportedinvestsps.comfirm site, Sep 15, 2026
- Professional profile
- LINKEDIN.COM/IN/ROB-AIKEY-938A742reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- investsps.com/team/rob-aikeyreportedinvestsps.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/rob-aikey-938a742reportedinvestsps.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.
- Strategic Portfolio Solutions, LLC independent RIA currentsince May 21, 2014 · Dallas, Tx
- Mcelhenny Sheffield Capital Management, LLC independent RIAMay 7, 2010 to May 2, 2014 · Dallas, Tx
- Oakview Capital Management, L.P. formerSep 14, 2009 to Dec 31, 2009 · Dallas, Tx
- Charles Schwab & Co., Inc. national BDJul 7, 2004 to Sep 11, 2009 · Dallas, Tx
- Mcelhenny Sheffield Capital Management, LLC to Strategic Portfolio Solutions, LLCleft May 2, 2014, registered May 21, 2014 (19 days) · Other
- Oakview Capital Management, L.P. to Mcelhenny Sheffield Capital Management, LLCleft Dec 31, 2009, registered May 7, 2010 (127 days) · Other
- Charles Schwab & Co., Inc. to Oakview Capital Management, L.P.left Sep 11, 2009, registered Sep 14, 2009 (3 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address