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.
R••• A•••••• N••••••
- Title
- Head of Family Officereportedgranvillecapitalinc.comfirm site, Sep 15, 2026
- Designations
- MBAreportedgranvillecapitalinc.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “In addition, Mr. Newkirk serves as a member of the Investment Committee.”reportedgranvillecapitalinc.comthe sentence on the bio page
- Professional profile
- granvillecapitalinc.com/bio/ryan-newkirkreportedgranvillecapitalinc.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.
- G•••••••• C••••••• I••• mixed wealth currentsince Mar 2, 2023 · Greensboro, Nc
- W•••• F•••• A••••••• wirehouseDec 15, 2016 to May 17, 2022 · Minneapolis, Mn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Nov 18, 2016 · Greensboro, Nc
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedApr 2, 2008 to Oct 23, 2009 · Greensboro, Nc
- B••• I••••••••• S•••••••• I••• formerOct 15, 2004 to Apr 3, 2008 · Charlotte, Nc
- B••• A•••• M••••••••• I••• unclassifiedOct 14, 2002 to Sep 7, 2004 · Winston-Salem, Nc
- W•••• F•••• A••••••• to G•••••••• C••••••• I•••left May 17, 2022, registered Mar 2, 2023 (289 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Nov 18, 2016, registered Dec 15, 2016 (27 days) · Wirehouse to wirehouse
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- B••• I••••••••• S•••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Apr 3, 2008, registered Apr 2, 2008 (-1 days) · Other
- B••• A•••• M••••••••• I••• to B••• I••••••••• S•••••••• I•••left Sep 7, 2004, registered Oct 15, 2004 (38 days) · Other
- R••• A•••••• N•••••• left W•••• F•••• A••••••• for G•••••••• C••••••• I••• (registered 2023-03-02)May 17, 2022 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address