DFX Intelligence

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.

Registered advisor

Teddy James Theriot

Belle River Capital Management LLCstate registeredPrairieville, LaIA-onlyIAPD 2903857

Feed of 09/14/2026

Also filed as Ted Theriot

At current firm

3 y

since Mar 8, 2023

In the industry

29 y

since Jul 9, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Belle River Capital Management LLC state registered current
since Mar 8, 2023 · Prairieville, La
Theriot Walston Inc. unclassified
Feb 26, 2013 to Jul 11, 2023 · Los Angeles, Ca
Marks Theriot Walston & Company, Inc. former
Oct 29, 2012 to Jul 29, 2013 · Los Angeles, Ca
Dws Investment Management Americas, Inc. other
Jul 9, 2003 to Nov 29, 2007 · Boston, Ma
Deutsche Bank Securities Inc. no RAUM
Oct 25, 2001 to Nov 21, 2007 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Theriot Walston Inc. to Belle River Capital Management LLC
left Jul 11, 2023, registered Mar 8, 2023 (-125 days) · Other
Marks Theriot Walston & Company, Inc. to Theriot Walston Inc.
left Jul 29, 2013, registered Feb 26, 2013 (-153 days) · Other
Dws Investment Management Americas, Inc. to Marks Theriot Walston & Company, Inc.
left Nov 29, 2007, registered Oct 29, 2012 (1796 days) · Other
Deutsche Bank Securities Inc. to Dws Investment Management Americas, Inc.
left Nov 21, 2007, registered Jul 9, 2003 (-1596 days) · Other

Signals

Teddy James Theriot left Theriot Walston Inc. for Belle River Capital Management Llc (registered 2023-03-08)
Jul 11, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address