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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
R•••••• L•• M••••••
- Title
- Partner/CIOreportedlcwadvisor.comfirm site, Sep 16, 2026
- Partner or owner
- “Partner/CIO”reportedlcwadvisor.comthe sentence on the bio page
- Business email
- richard@lcwadvisor.comreportedlcwadvisor.comfirm site, Sep 16, 2026
- Direct business phone
- 407-472-4173reportedlcwadvisor.comfirm site, Sep 16, 2026
- Professional profile
- lcwadvisor.com/team/richard-mcadamsreportedlcwadvisor.comfirm site, Sep 16, 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.
- K•••••••• C•••••• I••••••••• A••••••• L•• i••••••••• wealth currentsince May 7, 2018 · Wilmette, Il
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedMar 13, 2015 to Dec 31, 2017 · Orlando, Fl
- I••••••••• F•••••••• P••••••• BD affiliatedNov 24, 2010 to Dec 10, 2014 · Orlando, Fl
- D•••••• F•••••••• G•••• unclassifiedMar 4, 2010 to Nov 23, 2010 · Orlando, Fl
- L•• F•••••••• L•• BD affiliatedFeb 23, 2010 to Dec 31, 2013 · Orlando, Fl
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 22, 2010 · Orlando, Fl
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Orlando, Fl
- M••••• S•••••• D• I••• unclassifiedSep 1, 2006 to Apr 2, 2007 · Orlando, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJul 11, 2000 to Sep 8, 2006 · Winter Haven, Fl
- C•••••••• I••••••••• R••••••• A•••••••• I••• to K•••••••• C•••••• I••••••••• A••••••• L••left Dec 31, 2017, registered May 7, 2018 (127 days) · Other
- I••••••••• F•••••••• P••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Dec 10, 2014, registered Mar 13, 2015 (93 days) · Other
- L•• F•••••••• L•• to D•••••• F•••••••• G••••left Dec 31, 2013, registered Mar 4, 2010 (-1398 days) · Other
- D•••••• F•••••••• G•••• to I••••••••• F•••••••• P•••••••left Nov 23, 2010, registered Nov 24, 2010 (1 days) · Other
- M••••• S•••••• to L•• F•••••••• L••left Feb 22, 2010, registered Feb 23, 2010 (1 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• D• I•••left Sep 8, 2006, registered Sep 1, 2006 (-7 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