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.
J•••••• A• S••••
- Professional profile
- adamsbrownwc.com/team/jeff-smithreportedadamsbrownwc.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.
- A••••••••• W••••• C••••••••• L•• independent RIA currentsince Jul 29, 2020 · Wichita, Ks
- L•• F•••••••• L•• BD affiliatedJul 5, 2011 to Jul 14, 2020 · Wichita, Ks
- U•••• F•••••••• S••••••• G••••• I••• unclassifiedNov 17, 2006 to Jul 5, 2011 · Wichita, Ks
- C•••••••• G••••• M•••••• I••• BD affiliatedNov 2, 2004 to Nov 17, 2006 · Wichita, Ks
- L•• F•••••••• L•• to A••••••••• W••••• C••••••••• L••left Jul 14, 2020, registered Jul 29, 2020 (15 days) · Affiliated broker-dealer or bank to a newly registered adviser
- U•••• F•••••••• S••••••• G••••• I••• to L•• F•••••••• L••left Jul 5, 2011, registered Jul 5, 2011 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to U•••• F•••••••• S••••••• G••••• I•••left Nov 17, 2006, registered Nov 17, 2006 (0 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address