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.
Cody Bill Barney
- Title
- Partnerreportedgardecapital.comfirm site, Sep 15, 2026
- Designations
- CFAreportedgardecapital.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Partner”reportedgardecapital.comthe sentence on the bio page
- Professional profile
- gardecapital.com/team/cody-barneyreportedgardecapital.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.
- Garde Capital, Inc. independent RIA currentsince Dec 22, 2015 · Seattle, Wa
- Rathbone Warwick Investment Management formerJul 1, 2014 to May 18, 2015 · Boise, Id
- Wells Fargo Advisors wirehouseJun 13, 2013 to Jul 3, 2014 · Boise, Id
- Db Fitzpatrick mixed wealthFeb 23, 2007 to May 10, 2013 · Boise, Id
- Rathbone Warwick Investment Management to Garde Capital, Inc.left May 18, 2015, registered Dec 22, 2015 (218 days) · Other
- Wells Fargo Advisors to Rathbone Warwick Investment Managementleft Jul 3, 2014, registered Jul 1, 2014 (-2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Db Fitzpatrick to Wells Fargo Advisorsleft May 10, 2013, registered Jun 13, 2013 (34 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address