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.
Matthew Robert Ogle
- Title
- Chief Executive Officerreportedlegacyknight.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.
- Legacy Knight Mfo, LLC independent RIA currentsince Dec 6, 2019 · Dallas, Tx
- Phoenix Capital Realty Advisors, LLC asset managerMay 10, 2018 to Mar 30, 2020 · Addison, Tx
- Crow Holdings Capital asset managerOct 2, 2012 to Mar 21, 2017 · Dallas, Tx
- Credit Suisse Securities (USA) LLC formerAug 14, 2008 to Jul 3, 2012 · Dallas, Tx
- RBC Capital Markets, LLC national BDAug 28, 2006 to Aug 13, 2008 · Dallas, Tx
- Phoenix Capital Realty Advisors, LLC to Legacy Knight Mfo, LLCleft Mar 30, 2020, registered Dec 6, 2019 (-115 days) · Other
- Crow Holdings Capital to Phoenix Capital Realty Advisors, LLCleft Mar 21, 2017, registered May 10, 2018 (415 days) · Other
- Credit Suisse Securities (USA) LLC to Crow Holdings Capitalleft Jul 3, 2012, registered Oct 2, 2012 (91 days) · Other
- RBC Capital Markets, LLC to Credit Suisse Securities (USA) LLCleft Aug 13, 2008, registered Aug 14, 2008 (1 days) · Other
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