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.
S••••• D•••••• A•••••
- Professional profile
- linkedin.com/in/steve-aycock-cfp%C2%AE-a382438reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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••••• M•••• M••••••••• C••••••••• independent RIA currentsince Feb 13, 2020 · A•••••, Tx
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jan 27, 2020 · A•••••, Tx
- M•• F•••••••• S•••••••• I••• formerJan 2, 2015 to Mar 25, 2017 · A•••••, Tx
- N•• E•••••• S••••••••• C••••••••• formerAug 12, 1998 to Jan 2, 2015 · A•••••, Tx
- M•• I•••••••• S•••••••• L•• to A••••• M•••• M••••••••• C•••••••••left Jan 27, 2020, registered Feb 13, 2020 (17 days) · Affiliated broker-dealer or bank to a newly registered adviser
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- N•• E•••••• S••••••••• C••••••••• to M•• F•••••••• S•••••••• I•••left Jan 2, 2015, registered Jan 2, 2015 (0 days) · corporate re-registration, not a move
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address