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.
A••• M••••••• E••••••
- Title
- E•••••• I••••••••• P•••••••• L••reportedeichplan.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.
- E•••••• I••••••••• P•••••••• L•• independent RIA currentsince Feb 20, 2020 · Cincinnati, Oh
- E•••••• I••••••••• P•••••••• L•• independent RIAJan 27, 2011 to Apr 11, 2018 · Cincinnati, Oh
- G•• P•••••• W••••• formerMar 25, 2010 to Feb 24, 2011
- E•••••• I••••••••• P•••••••• L•• independent RIAJun 9, 2006 to Dec 31, 2009 · Mason, Oh
- F••• W••••••••• I••••••••• A••••••• I•• institutionalNov 5, 2001 to Jun 3, 2005 · Cincinnati, Oh
- G•• P•••••• W••••• to E•••••• I••••••••• P•••••••• L••left Feb 24, 2011, registered Jan 27, 2011 (-28 days) · Other
- E•••••• I••••••••• P•••••••• L•• to G•• P•••••• W•••••left Dec 31, 2009, registered Mar 25, 2010 (84 days) · Other
- F••• W••••••••• I••••••••• A••••••• I•• to E•••••• I••••••••• P•••••••• L••left Jun 3, 2005, registered Jun 9, 2006 (371 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address