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.
Chase Ryan Carmichael
- Professional profile
- kayne.com/wealth-management/people/chase-carmichaelreportedkayne.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.
- Kayne Anderson Rudnick Investment Management, LLC mixed wealth currentsince Dec 16, 2025 · Los Angeles, Ca
- Gw&K Investment Management, LLC independent RIAJan 9, 2024 to Sep 15, 2025 · Boston, Ma
- Mercer Global Advisors Inc. independent RIAOct 12, 2021 to Sep 21, 2023 · Boca Raton, Fl
- Fisher Investments independent RIAMay 17, 2019 to Sep 8, 2021 · Plano, Tx
- Td Ameritrade Investment Management, LLC formerJan 18, 2017 to May 2, 2019 · Naples, Fl
- Td Ameritrade, Inc. formerJan 13, 2017 to May 2, 2019 · Naples, Fl
- Wells Fargo Advisors wirehouseAug 17, 2016 to Dec 13, 2016 · Bonita Springs, Fl
- Pnc Wealth Management BD affiliatedSep 9, 2014 to Jun 2, 2016 · Pittsburgh, Pa
- Gw&K Investment Management, LLC to Kayne Anderson Rudnick Investment Management, LLCleft Sep 15, 2025, registered Dec 16, 2025 (92 days) · Other
- Mercer Global Advisors Inc. to Gw&K Investment Management, LLCleft Sep 21, 2023, registered Jan 9, 2024 (110 days) · RIA to RIA
- Fisher Investments to Mercer Global Advisors Inc.left Sep 8, 2021, registered Oct 12, 2021 (34 days) · RIA to RIA
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft May 2, 2019, registered Jan 18, 2017 (-834 days) · channel change inside one enterprise, not a move · moved with a team
- Td Ameritrade Investment Management, LLC to Fisher Investmentsleft May 2, 2019, registered May 17, 2019 (15 days) · RIA to RIA
- Wells Fargo Advisors to Td Ameritrade, Inc.left Dec 13, 2016, registered Jan 13, 2017 (31 days) · Other
- Pnc Wealth Management to Wells Fargo Advisorsleft Jun 2, 2016, registered Aug 17, 2016 (76 days) · Other
- Chase Ryan Carmichael left Gw&K Investment Management, Llc for Kayne Anderson Rudnick Investment Management, Llc (registered 2025-12-16)Sep 15, 2025 · Advisor changed firm · fact
- Chase Ryan Carmichael left Mercer Global Advisors Inc. for Gw&K Investment Management, Llc (registered 2024-01-09)Sep 21, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address