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.
J••••• L•••••• K•••
- H•• W••••• A••••••• independent RIA currentsince Dec 17, 2025 · Los Angeles, Ca
- H•• W••••• A••••••• independent RIAFeb 25, 2019 to Dec 31, 2021 · Los Angeles, Ca
- A•••••••• C•••••• M••••••••• L•• formerJan 5, 2015 to May 24, 2023 · Los Angeles, Ca
- K•• A••••••• formerMar 26, 2013 to Dec 22, 2015 · Los Angeles, Ca
- B•••••• I••••••••• A••••••• L•• formerJun 1, 2007 to Dec 19, 2014 · B•••••• Hills, Ca
- S••••• W••••• M••••••••• unclassifiedFeb 15, 2006 to Jun 14, 2007 · Los Angeles, Ca
- B••••• • A••••••••• L•• unclassifiedJun 18, 2003 to Dec 31, 2005 · B•••••• Hills, Ca
- B••••• F••• A•••••••• L•• unclassifiedJan 10, 2002 to Dec 8, 2005 · B•••••• Hills, Ca
- A•••••••• C•••••• M••••••••• L•• to H•• W••••• A•••••••left May 24, 2023, registered Feb 25, 2019 (-1549 days) · Other
- K•• A••••••• to A•••••••• C•••••• M••••••••• L••left Dec 22, 2015, registered Jan 5, 2015 (-351 days) · Other
- B•••••• I••••••••• A••••••• L•• to K•• A•••••••left Dec 19, 2014, registered Mar 26, 2013 (-633 days) · Other
- S••••• W••••• M••••••••• to B•••••• I••••••••• A••••••• L••left Jun 14, 2007, registered Jun 1, 2007 (-13 days) · Other
- B••••• • A••••••••• L•• to S••••• W••••• M•••••••••left Dec 31, 2005, registered Feb 15, 2006 (46 days) · Other
- B••••• F••• A•••••••• L•• to B••••• • A••••••••• L••left Dec 8, 2005, registered Jun 18, 2003 (-904 days) · Other
- J••••• L•••••• K•••, registered through H•• W••••• A••••••• (Los Angeles, CA), is a direct owner of Kahn Asset Management, an adviser first registered 2026-06-03; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filingJun 3, 2026 · Owner of a newly registered adviser · fact
- J••••• L•••••• K••• left A•••••••• C•••••• M••••••••• L•• for H•• W••••• A••••••• (registered 2019-02-25)May 24, 2023 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address