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.
K•••• C•••• C••••••
- Title
- Investment Advisorreportedhsiadvisors.netfirm site, Sep 16, 2026
- Designations
- CEPA, MBAreportedhsiadvisors.netas printed on the bio page, Sep 16, 2026
- Professional profile
- HSIADVISORS.NET/kevin-cochran.htmlreportedhsiadvisors.netfirm 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.
- H••••• S••••• I••••••••• A••••••• L•• independent RIA currentsince Sep 12, 2025 · Apex, Nc
- H••••• S••••• I••••••••• A••••••• L•• independent RIAOct 25, 2019 to Feb 11, 2025 · Apex, Nc
- R•••••• C•••••• M••••••••• I••• independent RIAJun 10, 2017 to Oct 1, 2019 · Cary, Nc
- V••••• A•••• M••••••••• independent RIANov 6, 2012 to Jun 8, 2017 · Durham, Nc
- R•••••• C•••••• M••••••••• I••• to H••••• S••••• I••••••••• A••••••• L••left Oct 1, 2019, registered Oct 25, 2019 (24 days) · RIA to RIA
- V••••• A•••• M••••••••• to R•••••• C•••••• M••••••••• I•••left Jun 8, 2017, registered Jun 10, 2017 (2 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address