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.
James Kim
- Title
- Managing Director, Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
- Professional profile
- vestgen.com/james-kimreportedvestgen.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.
- Vestgen Advisors, LLC independent RIA currentsince Aug 25, 2025 · Chicago, Il
- Onedigital institutionalFeb 24, 2023 to Oct 8, 2025 · Overland Park, Ks
- On Investment Management Co BD affiliatedAug 2, 2018 to Feb 15, 2023 · Chicago, Il
- Hornor, Townsend & Kent, LLC independent RIAFeb 9, 2018 to Jul 26, 2018 · Chicago, Il
- Onedigital to Vestgen Advisors, LLCleft Oct 8, 2025, registered Aug 25, 2025 (-44 days) · Other
- On Investment Management Co to Onedigitalleft Feb 15, 2023, registered Feb 24, 2023 (9 days) · Other
- Hornor, Townsend & Kent, LLC to On Investment Management Coleft Jul 26, 2018, registered Aug 2, 2018 (7 days) · Affiliated broker-dealer or bank to another
- James Kim left Onedigital for Vestgen Advisors, Llc (registered 2025-08-25)Oct 8, 2025 · Advisor changed firm · fact
- James Kim left On Investment Management Co for Onedigital (registered 2023-02-24)Feb 15, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address