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.
- Title
- Managing Directorreportedieqcapital.comfirm site, Sep 15, 2026
- Designations
- MBAreportedieqcapital.comas printed on the bio page, Sep 16, 2026
- Professional profile
- ieqcapital.com/team/frank-hurleyreportedieqcapital.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.
- I•• C••••••• L•• independent RIA currentsince May 18, 2026 · Foster City, Ca
- U•• F•••••••• S••••••• I••• wirehouseSep 12, 2022 to May 19, 2026 · Boca Raton, Fl
- M••••• S•••••• wirehouseNov 6, 2017 to Sep 29, 2022 · New York, Ny
- M••••• S•••••• wirehouseFeb 22, 2010 to Aug 1, 2014 · New York, Ny
- U•• F•••••••• S••••••• I••• to I•• C••••••• L••left May 19, 2026, registered May 18, 2026 (-1 days) · Wirehouse to independent RIA
- M••••• S•••••• to U•• F•••••••• S••••••• I•••left Sep 29, 2022, registered Sep 12, 2022 (-17 days) · Wirehouse to wirehouse · moved with a team
- F•••• J• H••••• left U•• F•••••••• S••••••• I••• for I•• C••••••• L•• (registered 2026-05-18)May 19, 2026 · Advisor changed firm · fact
- F•••• J• H••••• left M••••• S•••••• for U•• F•••••••• S••••••• I••• (registered 2022-09-12)Sep 29, 2022 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address