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

Aaron Adcock

CaptrustinstitutionalChesterton, Indual registrantIAPD 4849315

Feed of 09/14/2026

Also filed as Aaron Adcock

At current firm

6 y

since May 6, 2020

In the industry

21 y

since Oct 25, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Vice President | Financial Advisorreportedcaptrust.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.

Registration history

IAPD current and previous registrations

Captrust institutional current
since May 6, 2020 · Chesterton, In
Lakeside Wealth Management Group, LLC former
Feb 27, 2012 to Jun 30, 2020 · Chesterton, In
Chase Investment Services Corp. former
Apr 27, 2011 to Jan 6, 2012 · Akron, Oh
Charles Schwab & Co., Inc. national BD
Mar 17, 2005 to Mar 31, 2011 · Richfield, Oh
Morgan Stanley Dw Inc. unclassified
Oct 28, 2004 to Feb 3, 2005 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

Lakeside Wealth Management Group, LLC to Captrust
left Jun 30, 2020, registered May 6, 2020 (-55 days) · Other · moved with a team
Chase Investment Services Corp. to Lakeside Wealth Management Group, LLC
left Jan 6, 2012, registered Feb 27, 2012 (52 days) · Other
Charles Schwab & Co., Inc. to Chase Investment Services Corp.
left Mar 31, 2011, registered Apr 27, 2011 (27 days) · Other
Morgan Stanley Dw Inc. to Charles Schwab & Co., Inc.
left Feb 3, 2005, registered Mar 17, 2005 (42 days) · Other

Signals

No dated event on this person.

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: Institutional managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address