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.
Chris Joseph Engel
- Title
- Senior Vice President, Advisor Consulting, Strategic Growth & Solutionsreportedmeederinvestment.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.
- Meeder Advisory Services, Inc. independent RIA currentsince May 7, 2021 · Dublin, Oh
- Meeder Asset Management, Inc. asset managerJul 31, 2019 to May 7, 2021 · Dublin, Oh
- Advisors Capital Management, LLC independent RIAAug 29, 2017 to May 14, 2019 · Waukee, Ia
- Horizon Investments LLC asset managerJul 6, 2010 to Aug 21, 2017 · Charlotte, Nc
- Meeder Asset Management, Inc. to Meeder Advisory Services, Inc.left May 7, 2021, registered May 7, 2021 (0 days) · Other · moved with a team
- Advisors Capital Management, LLC to Meeder Asset Management, Inc.left May 14, 2019, registered Jul 31, 2019 (78 days) · Other
- Horizon Investments LLC to Advisors Capital Management, LLCleft Aug 21, 2017, registered Aug 29, 2017 (8 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address