DFX Intelligence
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.
Registered advisor
Daniel Marc Peimer
Feed of 09/14/2026
At current firm
3 y
since Mar 13, 2023
In the industry
22 y
since Mar 15, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Davidson Investment Advisors, Inc. independent RIA currentsince Mar 13, 2023 · Richmond, Va
- Caprin Asset Management, LLC formerMar 11, 2019 to Mar 10, 2023 · Henrico, Va
- Capitol Securities Management, Inc. independent RIAAug 7, 2009 to Feb 28, 2019 · Glen Allen, Va
- Anderson & Strudwick, Incorporated formerJun 12, 2006 to Aug 14, 2009 · Richmond, Va
- Ameriprise Financial Services, LLC national BDMar 16, 2004 to Jan 19, 2005 · Richmond , Va
Moves
a registration end followed by a registration begin elsewhere
- Caprin Asset Management, LLC to Davidson Investment Advisors, Inc.left Mar 10, 2023, registered Mar 13, 2023 (3 days) · RIA to RIA · moved with a team
- Capitol Securities Management, Inc. to Caprin Asset Management, LLCleft Feb 28, 2019, registered Mar 11, 2019 (11 days) · RIA to RIA
- Anderson & Strudwick, Incorporated to Capitol Securities Management, Inc.left Aug 14, 2009, registered Aug 7, 2009 (-7 days) · Other
- Ameriprise Financial Services, LLC to Anderson & Strudwick, Incorporatedleft Jan 19, 2005, registered Jun 12, 2006 (509 days) · Other
Signals
- Daniel Marc Peimer left Caprin Asset Management, Llc for Davidson Investment Advisors, Inc. (registered 2023-03-13)Mar 10, 2023 · Advisor changed firm · fact
Transition signals
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.
Provenance
- 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