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.
R•••••• L•••••• C••••••
- Title
- Managing Partnerreportedintentionalwealth.comfirm site, Sep 16, 2026
- Designations
- CFPreportedintentionalwealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Managing Partner”reportedintentionalwealth.comthe sentence on the bio page
- Business email
- rich@intentionalwealth.comreportedintentionalwealth.comfirm site, Sep 16, 2026
- Professional profile
- intentionalwealth.com/team/rich-carrollreportedintentionalwealth.comfirm site, Sep 16, 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••••••••• W••••• S••••••••• independent RIA currentsince Sep 29, 2023 · Colorado Springs, Co
- I••••••••• W••••• S••••••••• unclassifiedOct 23, 2020 to Dec 1, 2023 · Colorado Springs, Co
- I••••••••• W••••• S••••••••• unclassifiedAug 7, 2020 to Sep 9, 2020 · Colorado Springs, Co
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJul 29, 2020 to Oct 3, 2023 · Colorado Springs, Co
- F•••• A••••• F••••••••• L•• unclassifiedJan 4, 2016 to Sep 3, 2020 · Colorado Springs, Co
- A••••••••• F•••••••• S•••••••• L•• national BDMar 27, 2013 to Dec 9, 2015 · Colorado Springs, Co
- I••••••••• W••••• S••••••••• to I••••••••• W••••• S•••••••••left Dec 1, 2023, registered Sep 29, 2023 (-63 days) · Other · moved with a team
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to I••••••••• W••••• S•••••••••left Oct 3, 2023, registered Aug 7, 2020 (-1152 days) · Other · moved with a team
- I••••••••• W••••• S••••••••• to I••••••••• W••••• S•••••••••left Sep 9, 2020, registered Oct 23, 2020 (44 days) · Other · moved with a team
- F•••• A••••• F••••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 3, 2020, registered Jul 29, 2020 (-36 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to F•••• A••••• F••••••••• L••left Dec 9, 2015, registered Jan 4, 2016 (26 days) · Other
- R•••••• L•••••• C•••••• left I••••••••• W••••• S••••••••• for I••••••••• W••••• S••••••••• (registered 2023-09-29)Dec 1, 2023 · Advisor changed firm · fact
- R•••••• L•••••• C•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for I••••••••• W••••• S••••••••• (registered 2020-08-07)Oct 3, 2023 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address