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••••• Z•• C••••••
- Business email
- amanda.coleman@sky-mountaincapital.comreportedsky-mountaincapital.comfirm site, Sep 16, 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.
- S••••••••• C•••••• M••••••••• independent RIA currentsince Apr 9, 2021 · Ketchum, Id
- W•••• F•••• A••••••• wirehouseDec 4, 2015 to Apr 13, 2021 · Portland, Or
- M••••• S•••••• wirehouseMay 30, 2014 to Nov 19, 2015 · Portland, Or
- N••••••••• M••••• I••••••••• S••••••••• no RAUMOct 5, 2010 to Jun 2, 2014 · Portland, Or
- W•••• F•••• A••••••• to S••••••••• C•••••• M•••••••••left Apr 13, 2021, registered Apr 9, 2021 (-4 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M••••• S•••••• to W•••• F•••• A•••••••left Nov 19, 2015, registered Dec 4, 2015 (15 days) · Wirehouse to wirehouse
- N••••••••• M••••• I••••••••• S••••••••• to M••••• S••••••left Jun 2, 2014, registered May 30, 2014 (-3 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address