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.
- Title
- Managing Director, Founding Partner Ridgeland, MSreportedmagcapadvisors.comfirm site, Sep 15, 2026
- Designations
- CFA, MBAreportedmagcapadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- magcapadvisors.com/team/stephen-grinerreportedmagcapadvisors.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.
- M•• C•• independent RIA currentsince Oct 5, 2018 · Ridgeland, Ms
- R•••••• J•••• • A••••••••• I••• national BDFeb 13, 2013 to Oct 1, 2018 · Jackson, Ms
- M••••• K••••• • C••••••• L•• formerMar 20, 2009 to Feb 13, 2013 · Jackson, Ms
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 4, 2003 to Mar 23, 2009 · Jackson, Ms
- M••••• S•••••• D• I••• unclassifiedNov 18, 2002 to Nov 4, 2003 · Jackson, Ms
- R•••••• J•••• • A••••••••• I••• to M•• C••left Oct 1, 2018, registered Oct 5, 2018 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- M••••• K••••• • C••••••• L•• to R•••••• J•••• • A••••••••• I•••left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• K••••• • C••••••• L••left Mar 23, 2009, registered Mar 20, 2009 (-3 days) · Other
- M••••• S•••••• D• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 4, 2003, registered Nov 4, 2003 (0 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address