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.
Michael Lee Mishler
- Title
- Investment Adviser Representativereportedcigfinancialservices.comfirm site, Sep 15, 2026
- Business email
- mmishler@cigfinancialservices.comreportedcigfinancialservices.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.
- 724 Capital, LLC independent RIA currentsince Jan 16, 2026 · Fort Wayne, In
- 724 Capital, LLC independent RIAMar 21, 2025 to Dec 31, 2025 · Fort Wayne, In
- Spc BD affiliatedFeb 14, 2005 to Feb 24, 2025 · Ann Arbor, Mi
- Osaic Fa, Inc. formerDec 1, 1998 to Feb 15, 2005 · Fort Wayne, In
- Spc to 724 Capital, LLCleft Feb 24, 2025, registered Mar 21, 2025 (25 days) · Affiliated broker-dealer or bank to independent RIA
- Osaic Fa, Inc. to Spcleft Feb 15, 2005, registered Feb 14, 2005 (-1 days) · Other
- Michael Lee Mishler left Spc for 724 Capital, Llc (registered 2025-03-21)Feb 24, 2025 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address