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.
D••••• A•• C••••
- Title
- President and CIOreportedrichwoodia.comfirm site, Sep 17, 2026
- Designations
- CPWAreportedrichwoodia.comas printed on the bio page, Sep 17, 2026
- Years, as the firm states
- 18reportedrichwoodia.com“Business Background Previous Five Years: (Over 18+ years of experience)”
- Business email
- dcaley@richwoodia.comreportedrichwoodia.comfirm site, Sep 17, 2026
- Direct business phone
- 513-871-0123reportedrichwoodia.comfirm site, Sep 17, 2026
- Professional profile
- richwoodia.com/team/debora-caley-cpwareportedrichwoodia.comfirm site, Sep 17, 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.
- R••••••• I••••••••• A•••••••• L•• independent RIA currentsince Apr 14, 2010 · Cincinnati, Oh
- E•••• F•••••••• G••••• I••• unclassifiedJan 24, 2008 to Apr 30, 2010 · Cincinnati, Oh
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedDec 13, 2007 to Jan 23, 2008 · Cincinnati, Oh
- R••••••••• C•••••• M••••••••• I••• formerMar 23, 2005 to Oct 31, 2007 · Cincinnati, Oh
- A•••••••• A•••••••• L•• formerNov 12, 2004 to Jan 21, 2005 · Ft. Mitchell, Ky
- C•••••• S••••• • C••• I••• national BDJan 1, 2000 to Mar 5, 2004 · Cincinnati, Oh
- E•••• F•••••••• G••••• I••• to R••••••• I••••••••• A•••••••• L••left Apr 30, 2010, registered Apr 14, 2010 (-16 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to E•••• F•••••••• G••••• I•••left Jan 23, 2008, registered Jan 24, 2008 (1 days) · Other
- R••••••••• C•••••• M••••••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••left Oct 31, 2007, registered Dec 13, 2007 (43 days) · Other
- A•••••••• A•••••••• L•• to R••••••••• C•••••• M••••••••• I•••left Jan 21, 2005, registered Mar 23, 2005 (61 days) · Other
- C•••••• S••••• • C••• I••• to A•••••••• A•••••••• L••left Mar 5, 2004, registered Nov 12, 2004 (252 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address