DFX Intelligence

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.

Registered advisor

Brian Thomas Boswell

Savvyindependent RIAGeorgetown, Tx IA-onlyIAPD 5191011

Certified Financial Planner

Feed of 09/14/2026

Also filed as Brian Boswell

At current firm

2 y

since Jul 18, 2024

In the industry

19 y

since Jan 19, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisor and Certified Financial Planner™, The Retirement Studio - Powered by Savvyreportedsavvywealth.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.

Registration history

IAPD current and previous registrations

Savvy independent RIA current
since Jul 18, 2024 · Georgetown, Tx
Oakwell Private Wealth Management independent RIA
Feb 26, 2015 to Jul 15, 2024 · Austin, Tx
Vsr Advisory Services former
Sep 29, 2014 to Feb 24, 2015 · Austin, Tx
Cuso Financial Services, L.P. former
Jul 15, 2013 to Sep 26, 2014 · San Diego, Ca
LPL Financial LLC BD affiliated
Feb 1, 2013 to Jul 1, 2013 · Austin, Tx
Charles Schwab & Co., Inc. national BD
Apr 15, 2011 to Jan 23, 2013 · Austin, Tx
Strategic Financial Concepts, LLC independent RIA
Apr 17, 2008 to Mar 29, 2011 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Oakwell Private Wealth Management to Savvy
left Jul 15, 2024, registered Jul 18, 2024 (3 days) · RIA to RIA
Vsr Advisory Services to Oakwell Private Wealth Management
left Feb 24, 2015, registered Feb 26, 2015 (2 days) · Other
Cuso Financial Services, L.P. to Vsr Advisory Services
left Sep 26, 2014, registered Sep 29, 2014 (3 days) · Other
LPL Financial LLC to Cuso Financial Services, L.P.
left Jul 1, 2013, registered Jul 15, 2013 (14 days) · Other
Charles Schwab & Co., Inc. to LPL Financial LLC
left Jan 23, 2013, registered Feb 1, 2013 (9 days) · Other
Strategic Financial Concepts, LLC to Charles Schwab & Co., Inc.
left Mar 29, 2011, registered Apr 15, 2011 (17 days) · Other

Signals

Brian Thomas Boswell left Oakwell Private Wealth Management for Savvy (registered 2024-07-18)
Jul 15, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

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