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••••• A••••• A••••••
- Title
- Financial Advisorreportedartisancap.comfirm site, Sep 15, 2026
- Founder
- “Steve Addison, a co-founder of A.”reportedartisancap.comthe sentence on the bio page
- Professional profile
- artisancap.com/team/steve-addisonreportedartisancap.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.
- N•• A••••••• S••••••• I•• i••••••••• wealth currentsince Sep 17, 2025 · Sikeston, Mo
- T•• A•••••••• G•••• BD affiliatedJul 17, 2023 to Jul 3, 2025 · Sikeston, Mo
- I••••••••• F•••••••• G••••• L•• BD affiliatedFeb 14, 2018 to Jul 17, 2023 · San Diego, Ca
- S••••••• I••••••••• I••• formerMay 13, 2016 to Feb 20, 2018 · Sikeston, Mo
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedSep 4, 2009 to May 13, 2016 · Sikeston, Mo
- T••••••••• F•••••••• A•••••••• I••• unclassifiedJul 2, 2008 to Sep 4, 2009 · Sikeston, Mo
- E•••••••• A•••••••• L•• national BDFeb 22, 2006 to May 17, 2007 · Creve Coeur, Mo
- T•• A•••••••• G•••• to N•• A••••••• S••••••• I••left Jul 3, 2025, registered Sep 17, 2025 (76 days) · corporate re-registration, not a move
- I••••••••• F•••••••• G••••• L•• to T•• A•••••••• G••••left Jul 17, 2023, registered Jul 17, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- S••••••• I••••••••• I••• to I••••••••• F•••••••• G••••• L••left Feb 20, 2018, registered Feb 14, 2018 (-6 days) · Other · moved with a team
- T••••••••• F•••••••• A•••••••• L•• to S••••••• I••••••••• I•••left May 13, 2016, registered May 13, 2016 (0 days) · corporate re-registration, not a move
- T••••••••• F•••••••• A•••••••• I••• to T••••••••• F•••••••• A•••••••• L••left Sep 4, 2009, registered Sep 4, 2009 (0 days) · corporate re-registration, not a move
- E•••••••• A•••••••• L•• to T••••••••• F•••••••• A•••••••• I•••left May 17, 2007, registered Jul 2, 2008 (412 days) · Other
- S••••• A••••• A•••••• left I••••••••• F•••••••• G••••• L•• for T•• A•••••••• G•••• (registered 2023-07-17)Jul 17, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address