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•••••• M•••• P••••••
- Title
- President/CCOreportedinvictacapitaladvisors.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.
- I•••••• A••••••• L•• independent RIA currentsince Nov 16, 2018 · Oakmont, Pa
- T•• C•••• F••• independent RIAJun 25, 2018 to Oct 31, 2018 · Pittsburgh, Pa
- C•••• I••••••••• A•••••••• I••• unclassifiedJan 31, 2018 to Jun 26, 2018 · Pittsburgh, Pa
- C•••• I••••••••• A•••••••• I••• unclassifiedMay 15, 2015 to Dec 31, 2017 · Pittsburgh, Pa
- T•••••••• A••••••• G••••• I••• BD affiliatedAug 2, 2013 to Sep 8, 2014 · Greensburg, Pa
- G•••••••• F••••••••• I•• unclassifiedJan 4, 2007 to Mar 30, 2010 · Pittsburgh, Pa
- T•• C•••• F••• to I•••••• A••••••• L••left Oct 31, 2018, registered Nov 16, 2018 (16 days) · RIA to a newly registered adviser
- C•••• I••••••••• A•••••••• I••• to T•• C•••• F•••left Jun 26, 2018, registered Jun 25, 2018 (-1 days) · Other · moved with a team
- T•••••••• A••••••• G••••• I••• to C•••• I••••••••• A•••••••• I•••left Sep 8, 2014, registered May 15, 2015 (249 days) · Other
- G•••••••• F••••••••• I•• to T•••••••• A••••••• G••••• I•••left Mar 30, 2010, registered Aug 2, 2013 (1221 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address