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.
S••••• P••• V•• M••••
- Professional profile
- linkedin.com/in/steven-van-metre-b4a08b182reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Q•••••• W••••• A••••••• L•• state registered currentsince Jan 14, 2026 · Chico, Ca
- A•••• F•••••••• A•••••••• I••• formerApr 3, 2012 to Jun 30, 2026 · Winter Garden, Fl
- P•••••• F•••••••• S••••••••• I•• independent RIAJun 3, 2010 to Mar 30, 2012 · Thousand Oaks, Ca
- B••••••••• L•• formerAug 28, 2008 to Nov 20, 2008 · Bakersfield, Ca
- C•••••• F•••••••• S•••••••• I••• formerNov 10, 2006 to Sep 4, 2008 · Bakersfield, Ca
- A•••• F•••••••• A•••••••• I••• to Q•••••• W••••• A••••••• L••left Jun 30, 2026, registered Jan 14, 2026 (-167 days) · RIA to a state-registered adviser
- P•••••• F•••••••• S••••••••• I•• to A•••• F•••••••• A•••••••• I•••left Mar 30, 2012, registered Apr 3, 2012 (4 days) · Other
- B••••••••• L•• to P•••••• F•••••••• S••••••••• I••left Nov 20, 2008, registered Jun 3, 2010 (560 days) · Other
- C•••••• F•••••••• S•••••••• I••• to B••••••••• L••left Sep 4, 2008, registered Aug 28, 2008 (-7 days) · Other
- S••••• P••• V•• M•••• left A•••• F•••••••• A•••••••• I••• for Q•••••• W••••• A••••••• L•• (registered 2026-01-14)Jun 30, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address