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

Robb Andrew Stone

Causey Wealth LLCindependent RIAGreenwood Village, CoIA-onlyIAPD 4035700
Feed of 09/14/2026
At current firm
2 y
since Jul 1, 2024
In the industry
24 y
since Apr 4, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Managing Principal & Co-CIOreportedcauseywealth.comfirm site, Sep 15, 2026
Partner or owner
“Managing Principal & Co-Chief Investment Officer at Causey Wealth.”reportedcauseywealth.comthe sentence on the bio page
Investment committee
“As Managing Principal and Co-Chief Investment Officer, Robb chairs the firm's Investment Committee and plays a key role in shaping overall investment strategy.”reportedcauseywealth.comthe sentence on the bio page
Years, as the firm states
25reportedcauseywealth.com“With over 25 years of experience, he is dedicated to advising high-net-worth families and institutional clients, emphasizing long-term relationships, strategic planning, and customized solutions.”
Professional profile
causeywealth.com/our-team/robb-stonereportedcauseywealth.comfirm site, Sep 15, 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.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Robb Andrew Stone left Causey Demgen & Moore P.C. for Causey Wealth Llc (registered 2024-07-01)
    Jul 1, 2024 · 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
Independent wealth managerderived
Years in industry
24derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address