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.
Gregory Miller Towner
- Title
- Chief Investment Officerreportedfiduciaryalliance.orgfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/greg-towner-cfa-cmtreportedadviserinfo.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.
- The Fiduciary Alliance independent RIA currentsince Sep 21, 2016 · Greenville, Sc
- Bison Wealth, LLC formerDec 25, 2014 to Oct 6, 2016 · Greenville, Sc
- Bb&T Asset Management, Inc. unclassifiedJul 24, 2007 to Oct 28, 2010 · Raleigh, Nc
- Bison Wealth, LLC to The Fiduciary Allianceleft Oct 6, 2016, registered Sep 21, 2016 (-15 days) · Other · moved with a team
- Bb&T Asset Management, Inc. to Bison Wealth, LLCleft Oct 28, 2010, registered Dec 25, 2014 (1519 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address