DFX Intelligence
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.
Registered advisor
Benjamin Englert Hein
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Benjamin Englert Hein
At current firm
4 y
since Jun 21, 2022
In the industry
17 y
since Dec 22, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Oac Capital Advisors LLC other currentsince Jun 21, 2022 · Miami Beach, Fl
- Octogone Na formerAug 10, 2020 to Aug 30, 2022 · Miami, Fl
- Ekanta Wealth Advisors LLC mixed wealthMar 30, 2016 to Jul 31, 2020 · Coconut Grove, Fl
- Bigsur Partners, LLC independent RIANov 20, 2014 to Jul 7, 2016 · Miami, Fl
- Efg Capital Advisors Inc. formerNov 9, 2012 to Oct 14, 2014 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Octogone Na to Oac Capital Advisors LLCleft Aug 30, 2022, registered Jun 21, 2022 (-70 days) · Other
- Ekanta Wealth Advisors LLC to Octogone Naleft Jul 31, 2020, registered Aug 10, 2020 (10 days) · Other · moved with a team
- Bigsur Partners, LLC to Ekanta Wealth Advisors LLCleft Jul 7, 2016, registered Mar 30, 2016 (-99 days) · Other
- Efg Capital Advisors Inc. to Bigsur Partners, LLCleft Oct 14, 2014, registered Nov 20, 2014 (37 days) · Other
Signals
- Benjamin Englert Hein left Octogone Na for Oac Capital Advisors Llc (registered 2022-06-21)Aug 30, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address