DFX Intelligence
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.
Registered advisor
Richard Michael Judd
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
3 y
since Apr 17, 2023
In the industry
26 y
since Sep 30, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Titleist Asset Management, LLC independent RIA currentsince Apr 17, 2023 · Austin, Tx
- Titleist Capital, LLC formerJan 23, 2015 to Aug 8, 2023 · Austin, Tx
- Century Management Financial Advisors independent RIAOct 10, 2005 to Jan 26, 2015 · Austin, Tx
- Charles Schwab & Co., Inc. national BDOct 13, 2000 to Sep 2, 2005 · Beachwood, Oh
Moves
a registration end followed by a registration begin elsewhere
- Titleist Capital, LLC to Titleist Asset Management, LLCleft Aug 8, 2023, registered Apr 17, 2023 (-113 days) · Other · moved with a team
- Century Management Financial Advisors to Titleist Capital, LLCleft Jan 26, 2015, registered Jan 23, 2015 (-3 days) · Other
- Charles Schwab & Co., Inc. to Century Management Financial Advisorsleft Sep 2, 2005, registered Oct 10, 2005 (38 days) · Other
Signals
- Richard Michael Judd left Titleist Capital, Llc for Titleist Asset Management, Llc (registered 2023-04-17)Aug 8, 2023 · Advisor changed firm · fact
Transition signals
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.
Provenance
- 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