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.
Feed of 09/14/2026
Also filed as Hans Peter Ewert
At current firm
0 y
since Feb 17, 2026
In the industry
24 y
since May 25, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
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
Registration history
IAPD current and previous registrations
- Captrust institutional currentsince Feb 17, 2026 · Costa Mesa, Ca
- Alpha Cubed Investments, LLC formerDec 8, 2011 to Apr 30, 2026 · Newport Beach, Ca
- Trw Investments formerAug 3, 2011 to Nov 6, 2012 · Los Angeles, Ca
- Latitude Advisors, LLC independent RIAMar 16, 2010 to Aug 3, 2011 · Laguna Beach, Ca
- Medallion Advisory Services, LLC unclassifiedNov 16, 2009 to Dec 31, 2009 · Aliso Viejo, Ca
- Wells Fargo Advisors wirehouseFeb 1, 2007 to Sep 16, 2009 · Laguna Beach, Ca
- Wells Fargo Investments, LLC unclassifiedMay 29, 2002 to Sep 18, 2006 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Alpha Cubed Investments, LLC to Captrustleft Apr 30, 2026, registered Feb 17, 2026 (-72 days) · Other · moved with a team
- Trw Investments to Alpha Cubed Investments, LLCleft Nov 6, 2012, registered Dec 8, 2011 (-334 days) · Other
- Latitude Advisors, LLC to Trw Investmentsleft Aug 3, 2011, registered Aug 3, 2011 (0 days) · Other
- Medallion Advisory Services, LLC to Latitude Advisors, LLCleft Dec 31, 2009, registered Mar 16, 2010 (75 days) · Other
- Wells Fargo Advisors to Medallion Advisory Services, LLCleft Sep 16, 2009, registered Nov 16, 2009 (61 days) · Other
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Sep 18, 2006, registered Feb 1, 2007 (136 days) · Other
Signals
- Hans Peter Ewert left Alpha Cubed Investments, Llc for Captrust (registered 2026-02-17)Apr 30, 2026 · 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
- Institutional managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address