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.
M•••••• A••••• S••••••••
- Title
- Financial Advisorreportedcrewcapital.comfirm site, Sep 15, 2026
- Designations
- CFAreportedcrewcapital.comas printed on the bio page, Sep 16, 2026
- founder other
- “Today ,in addition to my work with Crew, I am Chief Executive Officer of Key Bridge Compliance, LLC and I am co-founder and Chairman of F/m Acceleration LLC, a back and middle office solution provider for registered investment advisers, inc”reportedcrewcapital.comthe sentence on the bio page
- Professional profile
- crewcapital.com/matthew-swendimanreportedcrewcapital.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••• C•••••• M••••••••• L••• independent RIA currentsince Sep 11, 2015 · Cincinnati, Oh
- F•• I••••••••• L•• asset managerAug 12, 2020 to Mar 2, 2023 · Washington, Dc
- K•••••• A•••• M••••••••• G••••• L•• formerJun 25, 2015 to Oct 21, 2015 · Lawrenceburg, In
- S•••••••• W••••• S••••••••• I•• unclassifiedDec 8, 2011 to Oct 31, 2014 · Park Hills, Ky
- C••••••• C••••••• I••• formerOct 27, 2009 to May 11, 2011 · Cincinnati, Oh
- F•• I••••••••• L•• to no registered destinationleft Mar 2, 2023 · Departure, no registered destination
- K•••••• A•••• M••••••••• G••••• L•• to C••• C•••••• M••••••••• L•••left Oct 21, 2015, registered Sep 11, 2015 (-40 days) · Other
- S•••••••• W••••• S••••••••• I•• to K•••••• A•••• M••••••••• G••••• L••left Oct 31, 2014, registered Jun 25, 2015 (237 days) · Other
- C••••••• C••••••• I••• to S•••••••• W••••• S••••••••• I••left May 11, 2011, registered Dec 8, 2011 (211 days) · Other
- M•••••• A••••• S••••••••, registered through C••• C•••••• M••••••••• L••• (Cincinnati, OH), is a direct owner of Cosmos Wealth, LLC, an adviser first registered 2026-05-28; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filingMay 28, 2026 · Owner of a newly registered adviser · fact
- M•••••• A••••• S•••••••• no longer registered at F•• I••••••••• L••; no later IA registration on IAPDMar 2, 2023 · Advisor departure · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address