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.
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- K•••• F•••••••• A•••• A•••••••• L••• independent RIA currentsince Oct 1, 2025 · Loves Park, Il
- C••••• F•••••••• P••••••• unclassifiedSep 20, 2005 to Sep 30, 2025 · Geneva, Il
- A• G• E•••••• • S•••• I••• unclassifiedMay 26, 2004 to Apr 27, 2005 · Geneva, Il
- C••••• F•••••••• P••••••• to K•••• F•••••••• A•••• A•••••••• L•••left Sep 30, 2025, registered Oct 1, 2025 (1 days) · Other
- A• G• E•••••• • S•••• I••• to C••••• F•••••••• P•••••••left Apr 27, 2005, registered Sep 20, 2005 (146 days) · Other
- L•••• V••••••• W••••• left C••••• F•••••••• P••••••• for K•••• F•••••••• A•••• A•••••••• L••• (registered 2025-10-01)Sep 30, 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address