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.
M•••••• T••••• W•••••••
- Title
- Founderreportedonesevenadvisor.comfirm site, Sep 15, 2026
- Designations
- CFP, APMAreportedonesevenadvisor.comas printed on the bio page, Sep 16, 2026
- founder other
- “Matt Williams, CFP ® , founder of JTM Williams Capital Management, graduated from West Virginia University in 2006 and earned a B.S.B.A with a specialization in finance.”reportedonesevenadvisor.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/matt-williams-cfp%C2%AE-crpc%C2%AE-apma%C2%AE-84685b22reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- onesevenadvisor.com/staff/matt-williamsreportedonesevenadvisor.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.
- O••••••• independent RIA currentsince Jul 28, 2023 · Beachwood, Oh
- A••••••••• F•••••••• S•••••••• L•• national BDJun 23, 2015 to Aug 3, 2023 · Bridgeport, Wv
- E•••• S••••••••• L•• BD affiliatedMar 16, 2015 to Jun 23, 2015 · Bethesda, Md
- C•••••• G••••••• W••••• M••••••••• L•• formerAug 30, 2012 to Mar 27, 2013 · Miami, Fl
- C•••••• G••••••• W••••• M••••••••• L•• formerJul 13, 2011 to Apr 24, 2012 · Charlotte, Nc
- A••••••••• F•••••••• S•••••••• L•• national BDSep 6, 2007 to Oct 12, 2010 · Bridgeport, Wv
- A••••••••• F•••••••• S•••••••• L•• national BDJan 3, 2007 to May 8, 2007 · Bridgeport, Wv
- A••••••••• F•••••••• S•••••••• L•• to O•••••••left Aug 3, 2023, registered Jul 28, 2023 (-6 days) · Affiliated broker-dealer or bank to independent RIA
- E•••• S••••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Jun 23, 2015, registered Jun 23, 2015 (0 days) · Other
- C•••••• G••••••• W••••• M••••••••• L•• to E•••• S••••••••• L••left Mar 27, 2013, registered Mar 16, 2015 (719 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to C•••••• G••••••• W••••• M••••••••• L••left Oct 12, 2010, registered Jul 13, 2011 (274 days) · Other
- M•••••• T••••• W••••••• left A••••••••• F•••••••• S•••••••• L•• for Oneseven (registered 2023-07-28)Aug 3, 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address