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.
Kent Jamieson Fisher
- Professional profile
- linkedin.com/in/kent-fisher-simcreportedadviserinfo.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.
- Southern Investment Management Collective LLC state registered currentsince Jun 27, 2023 · Chapel Hill, Nc
- Mutual Advisors, LLC BD affiliatedJun 14, 2019 to Jun 26, 2023 · Chapel Hill, Nc
- Old Peak Finance independent RIAJun 10, 2016 to Jun 17, 2019 · Chapel Hill, Nc
- Pri Investments, Inc. formerSep 15, 2009 to Nov 16, 2012 · Chapel Hill, Nc
- Mutual Advisors, LLC to Southern Investment Management Collective LLCleft Jun 26, 2023, registered Jun 27, 2023 (1 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Old Peak Finance to Mutual Advisors, LLCleft Jun 17, 2019, registered Jun 14, 2019 (-3 days) · RIA to affiliated broker-dealer or bank
- Pri Investments, Inc. to Old Peak Financeleft Nov 16, 2012, registered Jun 10, 2016 (1302 days) · Other
- Kent Jamieson Fisher left Mutual Advisors, Llc for Southern Investment Management Collective Llc (registered 2023-06-27)Jun 26, 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
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address