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.
B•••• U•••••••
- C••••••• institutional currentsince Oct 16, 2023 · Indianapolis, In
- C••••• C•••••• A•••••••• L•• formerJun 2, 2005 to Aug 9, 2024 · Indianapolis, In
- E•••• • Y•••• I••••••••• A••••••• L•• no RAUMJan 14, 2002 to Jul 11, 2005 · Indianapolis, In
- C••••• C•••••• A•••••••• L•• to C•••••••left Aug 9, 2024, registered Oct 16, 2023 (-298 days) · Other · moved with a team
- E•••• • Y•••• I••••••••• A••••••• L•• to C••••• C•••••• A•••••••• L••left Jul 11, 2005, registered Jun 2, 2005 (-39 days) · Other
- Brian Upchurch left Column Capital Advisors, Llc for Captrust (registered 2023-10-16)Aug 9, 2024 · 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
- Institutional managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address