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.
N••••••• H•••• K••••••••
- Title
- Founder, Managing Director, Chief Financial Officerreportedcrescentgroveadvisors.comfirm site, Sep 15, 2026
- Business email
- nkochanski@crescentgroveadvisors.comreportedcrescentgroveadvisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/nick-kochanskireportedcrescentgroveadvisors.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.
- C••••••• G•••• A••••••• independent RIA currentsince May 4, 2015 · Lake Forest, Il
- B•• A•••• M••••••••• C•••• otherJun 8, 2012 to May 7, 2015 · Chicago, Il
- M•• I••••••••• M••••••••• C•••• formerJul 17, 2008 to Jun 8, 2012 · Milwaukee, Wi
- M•• F•••••••• A•••••••• I••• formerApr 13, 2006 to Jul 17, 2008 · Milwaukee, Wi
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedFeb 7, 2003 to Sep 26, 2005 · Lake Forest, Il
- B•• A•••• M••••••••• C•••• to C••••••• G•••• A•••••••left May 7, 2015, registered May 4, 2015 (-3 days) · Other · moved with a team
- M•• I••••••••• M••••••••• C•••• to B•• A•••• M••••••••• C••••left Jun 8, 2012, registered Jun 8, 2012 (0 days) · corporate re-registration, not a move
- M•• F•••••••• A•••••••• I••• to M•• I••••••••• M••••••••• C••••left Jul 17, 2008, registered Jul 17, 2008 (0 days) · Other
- G•••••• S•••• W••••• S•••••••• L••• to M•• F•••••••• A•••••••• I•••left Sep 26, 2005, registered Apr 13, 2006 (199 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address