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•••••• C••••••••• K••••••
- Title
- Comprehensive Wealth Advisorreportedadaptivefc.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.
- A••••••• F•••••••• C••••••••• L•• independent RIA currentsince Sep 28, 2019 · Beachwood, Oh
- S•••••• W••••• A••••••• L•• independent RIADec 22, 2016 to Oct 1, 2019 · Hermitage, Pa
- S•••••••• L•••••••• A•••••••• I••• unclassifiedOct 15, 2015 to Apr 8, 2016 · Greenville, Pa
- C••••• A•••••• N••••••• L•• formerAug 8, 2014 to Jul 16, 2015 · Greenville, Pa
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 21, 2013 to May 23, 2014 · Richmond Heights, Oh
- A•••••• A••••••• S••••••• formerOct 17, 2007 to Nov 29, 2013 · Mayfield Heights, Oh
- S•••••• W••••• A••••••• L•• to A••••••• F•••••••• C••••••••• L••left Oct 1, 2019, registered Sep 28, 2019 (-3 days) · RIA to RIA
- S•••••••• L•••••••• A•••••••• I••• to S•••••• W••••• A••••••• L••left Apr 8, 2016, registered Dec 22, 2016 (258 days) · Other
- C••••• A•••••• N••••••• L•• to S•••••••• L•••••••• A•••••••• I•••left Jul 16, 2015, registered Oct 15, 2015 (91 days) · Other
- C•••••••• I••••••••• R••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••left May 23, 2014, registered Aug 8, 2014 (77 days) · Other
- A•••••• A••••••• S••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Nov 29, 2013, registered Nov 21, 2013 (-8 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address