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

Michael Walter Crutchfield

Vanguard Advisers, Inc.BD affiliatedCharlotte, Ncdual registrantIAPD 2714848

Certified Financial Planner

Feed of 09/14/2026

Also filed as Michael Walter Crutchfield

At current firm

1 y

since Feb 6, 2025

In the industry

30 y

since May 1, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Vanguard Advisers, Inc. BD affiliated current
since Feb 6, 2025 · Charlotte, Nc
Cuso Financial Services, L.P. former
Nov 2, 2023 to Nov 6, 2024 · Charlotte, Nc
Advice And Planning Services BD affiliated
Nov 2, 2016 to Jan 6, 2023 · Charlotte, Nc
State Farm Investment Management Corp. asset manager
Jul 11, 2008 to Dec 31, 2008 · Ramseur, Nc

Moves

a registration end followed by a registration begin elsewhere

Cuso Financial Services, L.P. to Vanguard Advisers, Inc.
left Nov 6, 2024, registered Feb 6, 2025 (92 days) · Affiliated broker-dealer or bank to another
Advice And Planning Services to Cuso Financial Services, L.P.
left Jan 6, 2023, registered Nov 2, 2023 (300 days) · Affiliated broker-dealer or bank to another
State Farm Investment Management Corp. to Advice And Planning Services
left Dec 31, 2008, registered Nov 2, 2016 (2863 days) · Other

Signals

Michael Walter Crutchfield left Cuso Financial Services, L.P. for Vanguard Advisers, Inc. (registered 2025-02-06)
Nov 6, 2024 · Advisor changed firm · fact
Michael Walter Crutchfield left Advice And Planning Services for Cuso Financial Services, L.P. (registered 2023-11-02)
Jan 6, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address