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.
M•••••• H•••• R•••••••
- Title
- Managing Partner · Co-Founderreportedhighbrookcap.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.
- H•••••••• C•••••• P••••••• independent RIA currentsince Jan 13, 2026 · Atlanta, Ga
- W••••••• W••••• C•••••• L•• independent RIAMay 20, 2021 to Feb 10, 2026 · Atlanta, Ga
- A•••• C•••••• P•••••••• L•• independent RIAMar 21, 2011 to Mar 22, 2021 · Atlanta, Ga
- H•••••• O•• C••••••• L•• formerMay 12, 2009 to Jan 6, 2010 · Atlanta, Ga
- S••••••• G•••• C•••••• unclassifiedNov 13, 2007 to Mar 18, 2009 · Atlanta, Ga
- S••••••• I••••••••• S•••••••• I••• formerJul 24, 2006 to Nov 6, 2007 · Atlanta, Ga
- O•••• F•• I••• formerMar 7, 2003 to Jul 17, 2006 · Atlanta, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedApr 5, 2001 to Jul 29, 2002 · Atlanta, Ga
- W••••••• W••••• C•••••• L•• to H•••••••• C•••••• P•••••••left Feb 10, 2026, registered Jan 13, 2026 (-28 days) · RIA to a newly registered adviser · moved with a team
- A•••• C•••••• P•••••••• L•• to W••••••• W••••• C•••••• L••left Mar 22, 2021, registered May 20, 2021 (59 days) · RIA to RIA
- H•••••• O•• C••••••• L•• to A•••• C•••••• P•••••••• L••left Jan 6, 2010, registered Mar 21, 2011 (439 days) · Other
- S••••••• G•••• C•••••• to H•••••• O•• C••••••• L••left Mar 18, 2009, registered May 12, 2009 (55 days) · Other
- S••••••• I••••••••• S•••••••• I••• to S••••••• G•••• C••••••left Nov 6, 2007, registered Nov 13, 2007 (7 days) · Other
- O•••• F•• I••• to S••••••• I••••••••• S•••••••• I•••left Jul 17, 2006, registered Jul 24, 2006 (7 days) · Other
- C•••••••• G••••• M•••••• I••• to O•••• F•• I•••left Jul 29, 2002, registered Mar 7, 2003 (221 days) · Other
- M•••••• H•••• R••••••• left W••••••• W••••• C•••••• L•• for H•••••••• C•••••• P••••••• (registered 2026-01-13)Feb 10, 2026 · Advisor changed firm · fact
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address