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.
- K•••••• independent RIA currentsince Oct 22, 2025 · St. Louis, Mo
- C••••••• I••••••••• M••••••••• unclassifiedOct 4, 2011 to Dec 31, 2025 · Saint Louis, Mo
- M••••• K••••• • C••••••• L•• formerApr 27, 2009 to Aug 11, 2009 · St. Louis, Mo
- C••••••• I••••••••• M••••••••• to K••••••left Dec 31, 2025, registered Oct 22, 2025 (-70 days) · Other
- M••••• K••••• • C••••••• L•• to C••••••• I••••••••• M•••••••••left Aug 11, 2009, registered Oct 4, 2011 (784 days) · Other
- D••••• S••••• L••••• left C••••••• I••••••••• M••••••••• for Krilogy (registered 2025-10-22)Dec 31, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address