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•••••• L•• A••••••
- Title
- CEO, Partner, Family Office Advisorreportedathletefamilyoffice.comfirm site, Sep 15, 2026
- Designations
- CFP, CPWA, CIPMreportedathletefamilyoffice.comas printed on the bio page, Sep 16, 2026
- Founder
- “Brandon Averill is the CEO and co-founder of AWM Capital, a prominent multi-family office specializing in financial services for athlete families.”reportedathletefamilyoffice.comthe sentence on the bio page
- Partner or owner
- “Brandon Averill CFP®, CPWA®, CIPM | CEO, Partner, Family Office Advisor”reportedathletefamilyoffice.comthe sentence on the bio page
- Professional profile
- athletefamilyoffice.com/advisors/brandon-averillreportedathletefamilyoffice.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.
- A•• C••••••• L•• independent RIA currentsince May 26, 2017 · Los Angeles, Ca
- B••••• A••••••• L•• formerAug 24, 2010 to Jan 31, 2018 · Pasadena, Ca
- M••••• S•••••• wirehouseJul 23, 2010 to Aug 16, 2010 · Phoenix, Az
- B••••• A••••••• L•• to A•• C••••••• L••left Jan 31, 2018, registered May 26, 2017 (-250 days) · Other · moved with a team
- M••••• S•••••• to B••••• A••••••• L••left Aug 16, 2010, registered Aug 24, 2010 (8 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address