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•••••• A•••••• E••••••••
- Title
- Founder and CEOreportedemvisioncapital.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.
- E••••••• C•••••• A•••••••• L•• independent RIA currentsince Jan 13, 2026 · Aurora, Oh
- C••••••••• F•••••••• N•••••• national BD currentsince Mar 9, 2022 · Aurora, Oh
- E••••••• C•••••• A•••••••• L•• independent RIASep 24, 2025 to Dec 31, 2025 · Aurora, Oh
- S•••••• W••••• P•••••••• L•• BD affiliatedDec 8, 2014 to Mar 9, 2022 · Beachwood, Oh
- S••••• A••• I••••••••• A•••••• S•••••••• I••• formerJan 18, 2005 to Dec 8, 2014 · Twinsburg, Oh
- S••••• A••• I••••••••• A•••••• S•••••••• I••• formerJun 21, 2002 to Dec 31, 2004 · Youngstown, Oh
- S•••••• W••••• P•••••••• L•• to C••••••••• F•••••••• N••••••left Mar 9, 2022, registered Mar 9, 2022 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- S••••• A••• I••••••••• A•••••• S•••••••• I••• to S•••••• W••••• P•••••••• L••left Dec 8, 2014, registered Dec 8, 2014 (0 days) · Other
- M•••••• A•••••• E•••••••• left S•••••• W••••• P•••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2022-03-09)Mar 9, 2022 · a•••••• firm change · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address