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.
B••••••• H••••••• M••••••
- Title
- Wealth Advisorreportedveracitycapital.comfirm site, Sep 15, 2026
- Professional profile
- veracitycapital.com/staff/ben-matzellreportedveracitycapital.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.
- V••••••• C•••••• L•• independent RIA currentsince Jul 24, 2019 · Atlanta, Ga
- F••••••• L•• formerSep 14, 2018 to Dec 10, 2019 · Burnsville, Mn
- N••••• A•••• M••••••••• L•• mixed wealthJul 6, 2018 to Sep 18, 2018 · Chicago, Il
- L•• F•••••••• L•• BD affiliatedFeb 27, 2018 to May 9, 2018 · Irvine, Ca
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedDec 19, 2014 to Jan 9, 2018 · Irvine, Ca
- F••••••• L•• to V••••••• C•••••• L••left Dec 10, 2019, registered Jul 24, 2019 (-139 days) · RIA to a newly registered adviser · moved with a team
- N••••• A•••• M••••••••• L•• to F••••••• L••left Sep 18, 2018, registered Sep 14, 2018 (-4 days) · Other
- L•• F•••••••• L•• to N••••• A•••• M••••••••• L••left May 9, 2018, registered Jul 6, 2018 (58 days) · Other
- G•••••• S•••• W••••• S•••••••• L••• to L•• F•••••••• L••left Jan 9, 2018, registered Feb 27, 2018 (49 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address