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
Herbert Barrow Turner
Feed of 09/14/2026
Also filed as Herbert Barrow Turner
At current firm
3 y
since Mar 1, 2023
In the industry
18 y
since Oct 31, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Davidson Investment Advisors, Inc. independent RIA currentsince Mar 1, 2023 · Richmond, Va
- Caprin Asset Management, LLC formerJan 20, 2015 to Mar 10, 2023 · Henrico, Va
- Raymond James & Associates, Inc. national BDJan 2, 2013 to Jan 20, 2015 · Richmond, Va
- Morgan Keegan & Company, LLC formerNov 1, 2007 to Jan 2, 2013 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Caprin Asset Management, LLC to Davidson Investment Advisors, Inc.left Mar 10, 2023, registered Mar 1, 2023 (-9 days) · RIA to RIA · moved with a team
- Raymond James & Associates, Inc. to Caprin Asset Management, LLCleft Jan 20, 2015, registered Jan 20, 2015 (0 days) · Other
- Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.left Jan 2, 2013, registered Jan 2, 2013 (0 days) · channel change inside one enterprise, not a move
Signals
- Herbert Barrow Turner left Caprin Asset Management, Llc for Davidson Investment Advisors, Inc. (registered 2023-03-01)Mar 10, 2023 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address