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.
M•••••• R••• H•••••
- Title
- Financial Advisorreportedvannequitymanagement.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.
- V••• E••••• M••••••••• L•• independent RIA currentsince Mar 14, 2024 · Austin, Tx
- T•• H••••• G•••• W••••• M••••••••• P••••••• L•• unclassifiedMay 7, 2018 to Dec 31, 2023 · Austin, Tx
- S•• I••••••••• A•••••••• I••• formerApr 8, 2015 to Nov 29, 2017 · Round Rock, Tx
- E••••• J•••• national BDJun 15, 2012 to Mar 31, 2015 · Cedar Park, Tx
- W•••••• • R••• formerJun 16, 2011 to Sep 7, 2011 · Austin, Tx
- S•••••••• A••••••• L•• national BDAug 20, 2004 to Feb 21, 2009 · Austin, Tx
- W•••••• • R••• formerApr 18, 2003 to Dec 31, 2003 · Austin, Tx
- T•• H••••• G•••• W••••• M••••••••• P••••••• L•• to V••• E••••• M••••••••• L••left Dec 31, 2023, registered Mar 14, 2024 (74 days) · Other
- S•• I••••••••• A•••••••• I••• to T•• H••••• G•••• W••••• M••••••••• P••••••• L••left Nov 29, 2017, registered May 7, 2018 (159 days) · Other
- E••••• J•••• to S•• I••••••••• A•••••••• I•••left Mar 31, 2015, registered Apr 8, 2015 (8 days) · Other
- W•••••• • R••• to E••••• J••••left Sep 7, 2011, registered Jun 15, 2012 (282 days) · Other
- S•••••••• A••••••• L•• to W•••••• • R•••left Feb 21, 2009, registered Jun 16, 2011 (845 days) · Other
- W•••••• • R••• to S•••••••• A••••••• L••left Dec 31, 2003, registered Aug 20, 2004 (233 days) · Other
- M•••••• R••• H••••• left T•• H••••• G•••• W••••• M••••••••• P••••••• L•• for V••• E••••• M••••••••• L•• (registered 2024-03-14)Dec 31, 2023 · Advisor changed firm · fact
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
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address