DFX Intelligence
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.
Registered advisor
James Ashley Mann
Feed of 09/14/2026
Also filed as Ashley Mann
At current firm
4 y
since Aug 26, 2022
In the industry
20 y
since Jul 31, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Vulcan Value Partners LLC other currentsince Aug 26, 2022 · Birmingham, Al
- Rfg Advisory, LLC independent RIANov 17, 2020 to Aug 1, 2022 · Vestavia Hills, Al
- Pnc Managed Account Solutions, Inc. formerApr 10, 2012 to Jul 10, 2015 · Birmingham, Al
- Concourse Financial Group Advisors formerAug 1, 2006 to Apr 2, 2012 · Birmingham, Al
Moves
a registration end followed by a registration begin elsewhere
- Rfg Advisory, LLC to Vulcan Value Partners LLCleft Aug 1, 2022, registered Aug 26, 2022 (25 days) · Other
- Pnc Managed Account Solutions, Inc. to Rfg Advisory, LLCleft Jul 10, 2015, registered Nov 17, 2020 (1957 days) · Other
- Concourse Financial Group Advisors to Pnc Managed Account Solutions, Inc.left Apr 2, 2012, registered Apr 10, 2012 (8 days) · Other
Signals
- James Ashley Mann left Rfg Advisory, Llc for Vulcan Value Partners Llc (registered 2022-08-26)Aug 1, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address