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
Ashley Elizabeth Koed
Feed of 09/16/2026
Also filed as Ashley E Koed
At current firm
10 y
since Mar 25, 2016
In the industry
17 y
since Aug 31, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- 3edge Asset Management, LP independent RIA currentsince Mar 25, 2016 · Louisville, Ky
- Rinet Company, LLC formerSep 23, 2013 to Dec 9, 2016 · Boston, Ma
- Windhaven Investment Management, Inc. formerNov 10, 2010 to Aug 13, 2013 · Boston, Ma
- Windward Investment Management Inc unclassifiedSep 8, 2009 to Nov 18, 2010 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Rinet Company, LLC to 3edge Asset Management, LPleft Dec 9, 2016, registered Mar 25, 2016 (-259 days) · Other
- Windhaven Investment Management, Inc. to Rinet Company, LLCleft Aug 13, 2013, registered Sep 23, 2013 (41 days) · Other
- Windward Investment Management Inc to Windhaven Investment Management, Inc.left Nov 18, 2010, registered Nov 10, 2010 (-8 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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address