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.
Russell Eugene Wood
- Title
- Managing Director, Wealth Managementreportednhoffmanandco.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.
- Nicholas Hoffman & Company, LLC independent RIA currentsince Jan 28, 2026 · Atlanta, Ga
- Wood Family Wealth Advisory, LLC unclassifiedJul 3, 2023 to Dec 31, 2025 · Powder Springs, Ga
- Hb Wealth independent RIANov 8, 2021 to Mar 31, 2023 · Sandy Springs, Ga
- Homrich Berg formerJan 25, 2021 to Nov 21, 2021 · Sandy Springs, Ga
- Sg Financial Advisors, LLC formerSep 2, 2005 to Jan 2, 2021 · Atlanta, Ga
- Wood Family Wealth Advisory, LLC to Nicholas Hoffman & Company, LLCleft Dec 31, 2025, registered Jan 28, 2026 (28 days) · Other
- Hb Wealth to Wood Family Wealth Advisory, LLCleft Mar 31, 2023, registered Jul 3, 2023 (94 days) · Other
- Homrich Berg to Hb Wealthleft Nov 21, 2021, registered Nov 8, 2021 (-13 days) · corporate re-registration, not a move
- Sg Financial Advisors, LLC to Homrich Bergleft Jan 2, 2021, registered Jan 25, 2021 (23 days) · RIA to RIA · moved with a team
- Russell Eugene Wood left Wood Family Wealth Advisory, Llc for Nicholas Hoffman & Company, Llc (registered 2026-01-28)Dec 31, 2025 · Advisor changed firm · fact
- Russell Eugene Wood left Hb Wealth for Wood Family Wealth Advisory, Llc (registered 2023-07-03)Mar 31, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address