DFX Intelligence
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.
Registered advisor
Michael S. Karmin
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Michael Karmin
At current firm
0 y
since Jan 4, 2026
In the industry
14 y
since May 10, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jan 4, 2026 · Deerfield, Il
- Northcoast Asset Management LLC independent RIAMay 3, 2024 to Dec 31, 2024 · Deerfield, Il
- Northcoast Asset Management LLC independent RIAMay 3, 2024 to Mar 20, 2026 · Deerfield, Il
- Strategic Wealth Partners formerFeb 3, 2015 to May 6, 2024 · Deerfield, Il
- Strategic Wealth Partners, LLC formerMay 10, 2012 to Feb 10, 2015 · Deerfield, Il
Moves
a registration end followed by a registration begin elsewhere
- Northcoast Asset Management LLC to Focus Partners Wealth, LLCleft Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
- Strategic Wealth Partners to Northcoast Asset Management LLCleft May 6, 2024, registered May 3, 2024 (-3 days) · RIA to RIA · moved with a team
- Strategic Wealth Partners, LLC to Strategic Wealth Partnersleft Feb 10, 2015, registered Feb 3, 2015 (-7 days) · channel change inside one enterprise, not a move · moved with a team
Signals
- Michael S. Karmin left Strategic Wealth Partners for Northcoast Asset Management Llc (registered 2024-05-03)May 6, 2024 · Advisor changed firm · fact
Transition signals
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.
Provenance
- 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