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.
- Title
- Managing Partner & Director of Investmentsreportedxxiwealth.comfirm site, Sep 15, 2026
- Partner or owner
- “Managing Partner & Director of Investments”reportedxxiwealth.comthe sentence on the bio page
- Business email
- matt.cavanaugh@xxiwealth.comreportedxxiwealth.comfirm site, Sep 15, 2026
- Professional profile
- xxiwealth.com/team/matt-cavanaughreportedxxiwealth.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.
- Xxi Wealth, LLC independent RIA currentsince Aug 27, 2024 · Chicago, Il
- Mai Capital Management, LLC independent RIAJun 24, 2024 to Aug 26, 2024 · Park Ridge, Il
- Mai Capital Management, LLC to Xxi Wealth, LLCleft Aug 26, 2024, registered Aug 27, 2024 (1 days) · RIA to a newly registered adviser
- Matthew Cavanaugh left Mai Capital Management, Llc for Xxi Wealth, Llc (registered 2024-08-27)Aug 26, 2024 · 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