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.
Hussain Ali Fawaz
- Title
- CRPS ® , CRPC ® , AIFA ® | Director of RPS Relationship Management & Client Services, VPreported1834investmentadvisors.comfirm site, Sep 15, 2026
- Designations
- CRPS, CRPC, AIFAreported1834investmentadvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reported1834investmentadvisors.com“Ali Fawaz has 20 years of experience in the retirement plan industry, a career he chose because it allows him to help plan sponsors and participants retire with dignity and financial security.”
- Professional profile
- 1834investmentadvisors.com/our-team/ali-fawazreported1834investmentadvisors.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.
- 1834 Investment Advisors Co. mixed wealth currentsince Jun 23, 2026 · Milwaukee, Wi
- Texas Capital Bank Private Wealth Advisors independent RIAJul 15, 2024 to Jun 24, 2026 · Dallas, Tx
- Osaic Fa, Inc. formerNov 13, 2007 to Mar 8, 2012 · Allen, Tx
- Veritrust Financial, LLC formerSep 16, 2003 to Jun 17, 2004 · Fort Worth, Tx
- Texas Capital Bank Private Wealth Advisors to 1834 Investment Advisors Co.left Jun 24, 2026, registered Jun 23, 2026 (-1 days) · RIA to RIA
- Osaic Fa, Inc. to Texas Capital Bank Private Wealth Advisorsleft Mar 8, 2012, registered Jul 15, 2024 (4512 days) · Other
- Veritrust Financial, LLC to Osaic Fa, Inc.left Jun 17, 2004, registered Nov 13, 2007 (1244 days) · Other
- Hussain Ali Fawaz left Texas Capital Bank Private Wealth Advisors for 1834 Investment Advisors Co. (registered 2026-06-23)Jun 24, 2026 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address