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.
K••••• A••• S•••••••••
- Business email
- krista@sustainableadvisorsalliance.comreportedsustainableadvisorsalliance.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••••••••• A••••••• A••••••• L•• independent RIA currentsince Jan 5, 2021 · Tulsa, Ok
- P•••••••• R•••••••• A•••••• G••••• I••• independent RIAJan 3, 2008 to Jan 5, 2021 · Boulder, Co
- F•••••••• W••• G•••• formerJan 20, 2006 to Dec 31, 2007 · Newmarket, Nh
- C•••••••• G••••• M•••••• I••• BD affiliatedMay 9, 2005 to Dec 5, 2005 · Boulder, Co
- M••••• S•••••• D• I••• unclassifiedFeb 17, 2005 to May 5, 2005 · Boulder, Co
- P•••••••• R•••••••• A•••••• G••••• I••• to S••••••••• A••••••• A••••••• L••left Jan 5, 2021, registered Jan 5, 2021 (0 days) · RIA to a newly registered adviser
- F•••••••• W••• G•••• to P•••••••• R•••••••• A•••••• G••••• I•••left Dec 31, 2007, registered Jan 3, 2008 (3 days) · Other
- C•••••••• G••••• M•••••• I••• to F•••••••• W••• G••••left Dec 5, 2005, registered Jan 20, 2006 (46 days) · Other
- M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••left May 5, 2005, registered May 9, 2005 (4 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address