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.
C•••• A••• R•••••••
- Title
- Chief Executive Officer, Managing Partnerreportedcwgadvisors.comfirm site, Sep 15, 2026
- Years, as the firm states
- 27reportedcwgadvisors.com“With over 27 years of experience in the financial services industry, I bring a deep understanding of both large-scale market trends and the specific, individualized needs of our clients.”
- Professional profile
- cwgadvisors.com/craig-rubrechtreportedcwgadvisors.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.
- C••••••••• W••••• independent RIA currentsince Jan 3, 2018 · Huntersville, Nc
- C••••••••• W••••• formerJul 20, 2011 to Dec 31, 2017 · Huntersville, Nc
- S••••••••• A•••••• A•••••••• I••• formerNov 18, 2003 to Jul 20, 2011 · Cornelius, Nc
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedSep 19, 2003 to Nov 19, 2003 · Huntersville, Nc
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Sep 19, 2003 · Rochester, Ny
- P••••••••• E••••• G••••• L•• unclassifiedDec 31, 2001 to Jul 1, 2003 · Rochester, Ny
- C••••••••• W••••• to C••••••••• W•••••left Dec 31, 2017, registered Jan 3, 2018 (3 days) · channel change inside one enterprise, not a move · moved with a team
- S••••••••• A•••••• A•••••••• I••• to C••••••••• W•••••left Jul 20, 2011, registered Jul 20, 2011 (0 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Nov 19, 2003, registered Nov 18, 2003 (-1 days) · Other
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Sep 19, 2003, registered Sep 19, 2003 (0 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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