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•••• M•••••• C•••••••
- Professional profile
- LINKEDIN.COM/IN/K••••-C•••••••-330A1B14reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- K•• W••••• M••••••••• L•• state registered currentsince Jun 4, 2013 · Kenedy, Tx
- A••• H••••••• L•• formerFeb 10, 2020 to May 2, 2022 · San Antonio, Tx
- A••• H••••••• L•• formerFeb 1, 2019 to Dec 31, 2019 · San Antonio, Tx
- 1•• G••••• A••••••• I•• formerJan 5, 2012 to Jul 16, 2013 · San Antonio, Tx
- M•••••• F•••••••• S••••••• C••••••••• state registeredOct 29, 2009 to Jan 6, 2012 · San Antonio, Tx
- I••••••••• P••••••••• I••• formerOct 4, 2004 to Oct 31, 2007 · San Antonio, Tx
- A• G• E•••••• • S•••• I••• unclassifiedSep 9, 2002 to Aug 29, 2003 · San Antonio, Tx
- A••• H••••••• L•• to no registered destinationleft May 2, 2022 · Departure, no registered destination
- 1•• G••••• A••••••• I•• to K•• W••••• M••••••••• L••left Jul 16, 2013, registered Jun 4, 2013 (-42 days) · Other
- M•••••• F•••••••• S••••••• C••••••••• to 1•• G••••• A••••••• I••left Jan 6, 2012, registered Jan 5, 2012 (-1 days) · Other
- I••••••••• P••••••••• I••• to M•••••• F•••••••• S••••••• C•••••••••left Oct 31, 2007, registered Oct 29, 2009 (729 days) · Other
- A• G• E•••••• • S•••• I••• to I••••••••• P••••••••• I•••left Aug 29, 2003, registered Oct 4, 2004 (402 days) · Other
- K•••• M•••••• C••••••• no longer registered at A••• H••••••• L••; no later IA registration on IAPDMay 2, 2022 · Advisor departure · 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
- STATE REGISTEREDderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address