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.
Stephen Paul Carr
- Title
- Partner, Head of Research & Portfolio Managerreportedpelotonwealth.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.
- Peloton Capital Management independent RIA currentsince Dec 9, 2011 · Indianapolis, In
- Winthrop Capital Management institutionalDec 21, 2007 to Feb 16, 2010 · Carmel, In
- Ronald Blue & Co., LLC formerJul 27, 2005 to Dec 31, 2007 · Indianapolis, In
- Goelzer Investment Management mixed wealthJun 13, 2002 to Jun 17, 2005 · Indianapolis, In
- Winthrop Capital Management to Peloton Capital Managementleft Feb 16, 2010, registered Dec 9, 2011 (661 days) · Other
- Ronald Blue & Co., LLC to Winthrop Capital Managementleft Dec 31, 2007, registered Dec 21, 2007 (-10 days) · Other
- Goelzer Investment Management to Ronald Blue & Co., LLCleft Jun 17, 2005, registered Jul 27, 2005 (40 days) · Other
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